MWMC Wealth Planners
Client Service Log (v26b)
📊 Analytics
👥 Advisors
▾
🔒 Change Password
Sign Out
⚙ Data ▾
⬇ Download Templates
⬆ Import Clients
⬆ Import Products
⬇ Export Clients CSV
＋ New Client
Client Service Log (v26b)
Welcome back
Sign in to your account to continue.
Username
Password
Sign In
Client Overview
0 clients
Total Meetings (This Month)
0
Close Deals (This Month)
0
Birthdays (This Month)
0
All Statuses
LEAD
PROSPECT
ACTIVE
INACTIVE
All Tiers
ESSENTIAL
PREFERRED
PREMIER
PRIVATE
PUBLIC
INACTIVE
✕ Clear
Back to All Clients
–
–
–
＋ Add Meeting
✏ Edit Profile
Client Profile
Products
Meeting History
Reminders
↻ Refresh
🖨 Export ▾
🖨 Export PDF
📊 Export Products Excel
Payment Reminder
0
Anniversary Review
0
Upcoming GI Expiry
0
Latest Will
—
Products
＋ Add Product
🛡 Life Assurance
0
🏠 General Insurance
0
📈 Unit Trust / Investment
0
📜 Will & Legal
0
Total Meetings
0
Last Meeting
—
Next Follow-up
—
Next Meeting Date
—
Meeting Timeline
＋ Add Meeting
Reminders
＋ Add Reminder
Upcoming Meetings
×
—
×
🎂 Birthdays
×
Follow-ups
×
New Client
×
Identification
Client Code
Client Status
— SELECT —
LEAD
PROSPECT
ACTIVE
INACTIVE
Full Name
*
Gender
— SELECT —
MALE
FEMALE
IC / Passport No.
Date of Birth
Contact
Phone Number
*
🇲🇾 +60
🇸🇬 +65
🇮🇩 +62
🇹🇭 +66
🇻🇳 +84
🇵🇭 +63
🇨🇳 +86
🇭🇰 +852
🇲🇴 +853
🇹🇼 +886
🇮🇳 +91
🇬🇧 +44
🇺🇸 +1
🇦🇺 +61
Other
Email Address
Please enter a valid email address.
Residential Address
Personal & Employment
Marital Status
— SELECT —
SINGLE
MARRIED
DIVORCED
WIDOWED
Occupation
Est. Annual Income (RM)
Organisation / Company
Membership
Member Tier
— SELECT —
ESSENTIAL
PREFERRED
PREMIER
PRIVATE
PUBLIC
INACTIVE
Join Date
Referred By
Dependents
Name
Relationship
Gender
D.O.B
＋ Add Dependent
Notes
Background Notes
Cancel
Save Client
Add Meeting
×
Meeting Info
Date
*
Meeting Type
FIRST MEETING
NEEDS ANALYSIS
PROPOSAL PRESENTATION
FOLLOW-UP
CLOSE DEAL
ANNUAL REVIEW
CUSTOMER SERVICE
CLAIM
OTHER
Category
— SELECT —
LIFE INSURANCE
GENERAL INSURANCE
INVESTMENT
WILL & LEGAL
FINANCIAL PLANNING
Location
One-liner Summary
💡 Template available for this meeting type.
Load Template
Discussion
Key Discussion Points
Client Concerns / Objections
Products / Solutions Recommended
Follow-up Plan
Action Items
Follow-up Deadline
Next Meeting Date
Follow-up Completed
Additional Notes
Cancel
Save Meeting
Import Result
×
Done
← Back to Clients
Advisor Management
0 advisors
↻ Refresh
＋ New Advisor
New Advisor
×
Full Name
Username
Email
Role
Advisor
Leader
Admin
Assign to Leader
— No Leader —
Password
Cancel
Save
Reset Password
×
Set a new password for
.
New Password
Cancel
Reset
Change Password
×
Current Password
New Password
Confirm New Password
Cancel
Update Password
← Back to Clients
Analytics
↻ Refresh
This Month
This Quarter
This Year
All Time
All Advisors
Total Meetings
0
Active Clients
0
All Time
Close Deals
0
Overdue Follow-ups
0
Meetings by Type
Meetings by Category
Meetings by Advisor
Clients by Status
Clients by Member Tier
Monthly Meeting Trend
⏱ You'll be signed out in 1 minute due to inactivity.
Stay signed in
Add Product
×
🛡 Life
🏠 General
📈 UT / Investment
📜 Will & Legal
Policy No.
Status
ACTIVE
LAPSED
SURRENDERED
CLAIMED
EXPIRED
Insurer
— SELECT —
GREAT EASTERN
OTHERS
Insurer Name
Plan Name
Commence Date
Maturity Date
Basic Sum Assured / BSA (RM)
Premium (RM)
Frequency
— SELECT —
MONTHLY
QUARTERLY
HALF-YEARLY
YEARLY
SINGLE
Payment Method
— SELECT —
CREDIT CARD/DEBIT CARD
BANK'S ORDER
JOMPAY (SELFPAY)
CASH/CHEQUE
GIRO
CASH BONUS (CB)
AUTOMATIC PREMIUM LOAN (APL)
FULLY PAID
Nominee
Riders
＋ Add Rider
Medical Rider
Has Medical Rider
Medical Rider Name
R&B — Room & Board (RM / day)
Deductible (RM)
Annual Limit (RM)
Notes
Type
— SELECT —
MOTOR
HOME / FIRE
TRAVEL
PERSONAL ACCIDENT (PA)
OTHER
Detail
Status
ACTIVE
EXPIRED
LAPSED
SURRENDERED
CLAIMED
Insurer
— SELECT —
GREAT EASTERN
ALLIANZ
LONPAC
TOKIO MARINE
OTHERS
Insurer Name
Issue Date
Expiry Date
Notes
Type
— SELECT —
UNIT TRUST (UT)
PRS
MONEY MARKET
EPF
Status
ACTIVE
REDEEM
Fund Name
Total / Initial Amount (RM)
RSP Amount / month (RM)
Action Date
Regular Savings Plan (RSP)
Notes
Type
— SELECT —
WILL
TRUST
LEGAL
Legal Description
Status
— SELECT —
ACTIVE
DONE
EXECUTED
CANCELLED
Company
— SELECT —
ROCKWILLS
TAY CHAMBERS
OTHERS
Company Name
Signing Date
Executor
Custody
— SELECT —
SELF
ROCKWILLS
OTHERS
N/A
Custody Detail
Notes
Cancel
Save
Add Reminder
×
Title / Description
*
Date
*
Priority
🔴 High
🟡 Medium
🟢 Low
Cancel
Save
