Connect the advisory tech stack you already run
Meridian sits at the center of your custodians, portfolio accounting, CRM, data, and document systems — orchestrating work across them without forcing you to replace what already works.
Meridian fits the systems you already run
No migration project, no parallel system of record. Meridian connects to your stack, keeps it in sync, and adds an audited layer of orchestration on top.
No rip-and-replace
Meridian layers onto your existing stack. Keep your custodian, accounting, and CRM systems of record — Meridian orchestrates the work across them.
Two-way sync
Data flows in both directions on a schedule or in near real time, so households, positions, and tasks stay reconciled without manual re-keying.
Secure by design
Every connector uses scoped, least-privilege credentials and writes a full audit trail. You see exactly what was read, written, and when.
An illustrative connector ecosystem
Representative connectors across the categories that matter most to a modern RIA — each one syncing exactly the data the workflow needs.
Custodians
Pull positions, balances, and transactions, and push approved account and money-movement instructions back to the custodian of record.
- Schwab
- Fidelity
- Pershing
- Altruist
Portfolio Accounting
Sync reconciled holdings, performance, and billing data so reporting and rebalancing work from a single, current picture of each book.
- Orion
- Addepar
- Black Diamond
- Tamarac
CRM
Keep households, contacts, and relationship notes aligned, and surface Meridian tasks and approvals where advisors already work.
- Salesforce
- Redtail
- Wealthbox
Market & Reference Data
Bring in pricing, security master, and classification data to power analytics, drift checks, and proposal generation.
- Morningstar
- ICE
- Bloomberg
Documents & eSignature
Generate, route, and archive client paperwork with signature status and final documents filed against the right household.
- DocuSign
- Box
- SharePoint
Identity & KYC/AML
Verify identity, link funding accounts, and run screening checks during onboarding, with evidence captured for compliance review.
- Plaid
- LexisNexis
- Onfido
Open API & webhooks
When you need to go beyond the prebuilt connectors, Meridian exposes a documented API and event stream so your team can extend the platform on its own terms.
REST API
A versioned, resource-oriented REST API covers households, accounts, tasks, and approvals so you can read and write Meridian data from your own systems.
Webhooks
Subscribe to events — onboarding completed, rebalance approved, document signed — and react in your stack the moment they happen.
Audit-logged exchange
Every API call and connector sync is recorded with actor, scope, payload reference, and timestamp, producing an evidence trail you can export.
Sandbox environment
Build and test against isolated sandbox data with representative records before promoting an integration to production.
How connections stay secure
Integrations carry sensitive client data, so every connection is built to the same audit-ready standard as the rest of Meridian.
Encryption in transit
All connector traffic and API calls are encrypted with modern TLS, end to end.
Scoped tokens
Credentials are scoped per connector and per environment, and can be rotated or revoked on demand.
Least privilege
Each connection requests only the permissions it needs — read where read is enough, write only where required.
Full audit trail
Reads and writes are logged with actor and timestamp so you can reconstruct exactly what moved between systems.
Don't see your system?
Meridian's connector model is built to extend. Tell us what you run and we'll scope a connector or help your team build one on the open API.
Put Meridian at the center of your stack
Explore the working demo to see how connected systems drive onboarding, rebalancing, and reporting — or talk to us about your specific integrations.
Integrations shown are representative of common advisory systems and illustrate Meridian's connector model. This is an illustrative demo; connector availability and behavior may vary.