MWMC Wealth Planners

Performance Tracker

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MWMC Wealth Planners

Performance Tracker

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Main

Dashboard

Life Assurance

General Insurance

Will & Legal

Unit Trust

Targets

My Targets

Team Targets

Track

FYP Confirm

Submissions

Leaderboard

Team Report

Admin Panel

Version 26d

Dashboard

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Products

Life Assurance

General Insurance

Will & Legal

Unit Trust

Targets

My Targets

Team Targets

Management

Team Report

Admin Panel

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Version 26d

Add New Policy

Policy No. *

Plan Name *

Life Assured *

Commence Date *

Premium (RM) *

Payment Method *

Comm Rate (%) *

Status *

Sum Assured (RM) *

Policy Year *

Notes

Add GI Policy

Type *

Insurer *

Insured Name *

Commence Date *

Premium (RM) *

Status *

Notes

Add Investment

Type *

Company *

Client Name *

Date *

Amount (RM) *

Status *

No. of RSP this year *

Notes

Admin Panel Access

Enter PIN

Reset Code

New PIN (6 digits)

Change Admin PIN

Current PIN

New PIN (6 digits)

Confirm New PIN

Confirm FYP Received

FYP Received (RM) *

Notes (optional)

New Submission Record

Document Type

Client Name

Submitted To

Date Submitted

Status

Remarks

Update Submission

Status *

Notes

Change Password

Current Password

New Password

Min 8 characters · uppercase · lowercase · number · special character

Confirm New Password

Add New User

Username

Display Name

Agent Code

Email

Password (leave blank = no change)

Role

Leader (required for Advisor)

Team

Domain Access

Life Assurance General Insurance Will & Legal Unit Trust

Award / Goal Setup

Award Name

Type

Metric

Target Value (RM / count)

Deadline

Description

Announcement

Title

Content

Target Domain

Date Posted

Expiry Date (optional)

Add Case

Type *

Company *

Client Name *

Date *

Sales (RM) *

Status *

Notes

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