Meridian replaces the spreadsheets and email chains wealth managers rely on with a single platform for KYC intake, live portfolio dashboards, and firm-wide oversight.
Four systems that usually live in four different tools, brought into one place.
A guided intake wizard captures identity, risk profile, and investment goals — ready for advisor review.
Clients see holdings, allocation, and performance updated in real time, without calling their advisor.
Advisors see every client, every account status, and every compliance flag from one console.
Every onboarding and transaction is logged, flaggable, and auditable — nothing happens off the record.
Walk through the same five-step KYC flow a new client would use — personal details, risk profile, goals, documents, and review.
Open onboarding wizardSee assets under management, client status, and compliance alerts — including anyone who's just completed onboarding.
Open advisor console