The operating system for modern wealth advisory.
Meridian WealthOS unifies workflows, supervision, and client experience in one auditable system of record — with optional AI assistance and explainability built in from the ground up.
One system of record for the entire advisory operation
No more reconciling spreadsheets, inboxes, and disconnected tools. Meridian brings the whole firm into a single, auditable platform where every action is accountable by design.
System of record
Accounts, tasks, approvals, and communications unified in a single auditable ledger.
Actions logged
Every decision and override captured with a tamper-evident audit receipt.
Roles served
Advisors, operations, compliance, and clients work from one shared source of truth.
Saved per month
Illustrative operational time recovered through automation and routing.
Everything the operation needs, in one place
Six core capabilities work together — each auditable, each explainable, each designed to support the way fiduciary firms actually run.
Workflow Automation
Turn a busy book into a calm, predictable operation. Define the rules once and let Meridian route, remind, and escalate so nothing slips through the cracks.
- Real-time alerts on drift, deadlines, and exceptions
- SLA timers with automatic escalation paths
- Assignment and hand-off across teams and roles
Advisor Agent
Ask in plain language and search across the entire book of business. The agent retrieves accounts, history, and context — and shows its sources every time.
- Natural-language queries over the full book
- Grounded answers with linked source records
- Optional assistance you can switch off per firm
Audit Receipts & Explainability
Every consequential action produces a receipt: what happened, who approved it, and why. Explainability is the default, not an afterthought bolted on later.
- Content hash and timestamp on each record
- Plain-language rationale for every decision
- One-click export for review and discovery
Compliance & Supervision
Supervision is built into the workflow, not stapled on at quarter end. Policy-gated approvals and attestations keep the firm inside its own guardrails.
- Policy-gated approvals before actions execute
- Scheduled attestations with reminders
- Controls aligned with SOC 2 / industry frameworks
Client Portal
Give clients a premium, transparent window into their relationship. Documents, communications, and updates live in one secure, branded space.
- Secure document sharing and e-signature
- Transparent, logged client communications
- Branded experience that reflects your firm
Reporting
Reports generate themselves on schedule, then archive automatically. Every figure ties back to the underlying record, so numbers are always defensible.
- Auto-generated performance and review packs
- Immutable archive of every version produced
- Drill-down from any metric to its source
Capture, decide, act, prove
A simple loop runs underneath everything Meridian does — and produces a continuous audit trail as a natural by-product.
Capture
Activity flows in from custodians, portfolio accounting, CRM, and market data into one normalized record.
Decide
Rules-first logic evaluates each event against firm policy and surfaces only what needs a human.
Act
Approved actions execute with the right people in the loop — tasks routed, clients notified, work done.
Prove
Each step emits an audit receipt, building a continuous, tamper-evident trail you can export on demand.
Built on principles, not just features
The platform is opinionated where it counts. These four commitments shape every decision Meridian makes on your firm's behalf.
Rules-first decisions
Deterministic policy logic drives outcomes. The firm’s rules are explicit, versioned, and testable — never a black box.
Human-in-the-loop
Consequential actions pause for the right approver. Automation handles the routine; people own the judgment.
Audit-by-default
Logging is not optional or configurable away. Every action is recorded with a receipt the moment it happens.
Optional AI
AI assists where it helps and stays grounded in your data. It can be scoped, supervised, or turned off entirely.
Outcomes the platform is designed to deliver
Illustrative results from firms running Meridian workflows. Your numbers will vary with book size and process maturity.
Operational time saved per month
Illustrative compliance readiness score
To assemble a complete audit pack
Of actions captured with a receipt
* Illustrative figures for a demonstration product.
Connected to the systems you already run
Meridian sits at the center of your stack, pulling from the tools that power the firm and writing a clean record back.
Custodians
Schwab, Fidelity, Pershing and more
Portfolio accounting
Positions, performance, and billing
CRM
Contacts, households, and pipeline
Market data
Pricing, corporate actions, indices
See the platform in motion
Launch the interactive demo to experience Meridian WealthOS end to end, or review pricing to find the right fit for your firm.