Evidence and guidance, in one place
Research, defensibility, outcomes, and practical playbooks for advisory firms evaluating audit-ready operations. Start anywhere — everything here is built to be examined.
The evidence behind WealthOS
Practical guidance for operators
Field-tested playbooks for the work that keeps firms defensible. New titles publish regularly.
The audit-ready operations playbook
A step-by-step model for making rebalancing, onboarding, and reporting workflows defensible by default — with receipts, approvals, and escalation built in.
Reducing NIGO rates
Where not-in-good-order errors originate and how upstream validation, pre-checks, and explainability cut rework before it reaches operations.
Explainability for fiduciary firms
What a defensible explanation looks like for advisors, clients, and examiners — and how to capture rationale at the moment a decision is made.
A buyer's guide to WealthOS
The evaluation criteria that matter: system of record, supervision, optional AI, integrations, and the questions to ask every vendor.
Supervising optional AI assistance
A governance model for confidence labels, human escalation, and decision logging so AI accelerates work without diluting accountability.
Onboarding without the chaos
A 30-day pilot blueprint — data mapping, success criteria, and weekly checkpoints — for proving value on a real book of business.
Questions firms ask us
What is Meridian?
Meridian is WealthOS — an operating system for wealth advisory firms. It unifies audit-ready workflows, optional AI assistance, explainability by default, and supervision controls in a single system of record. This site is an illustrative demo.
Who is it for?
Registered investment advisors (RIAs) and wealth firms — from boutique practices to multi-billion-dollar shops — that need defensible operations across rebalancing, onboarding, reporting, and compliance.
How does Meridian handle security and data?
Every action generates an audit receipt with hash, timestamp, actor, and rationale. Access is role-scoped, sensitive steps route to human review, and the architecture is designed for tamper-evident archival. See the Security & Trust page for details.
How is AI used, and is it safe?
AI is optional and assistive. It never acts autonomously on regulated steps — recommendations carry confidence labels, decisions are logged, and anything material escalates to a human with the supporting evidence attached.
What does onboarding look like?
Typically an intro call, a tailored walkthrough against your workflows, then a scoped pilot on a real book with success criteria agreed up front and reviewed weekly. Most pilots run roughly 30 days.
How is Meridian priced?
Pricing is subscription-based and scales with firm size and modules in use. There are no per-seat surprises for supervision and audit features. See the Pricing page or contact sales for a tailored quote.
Does Meridian replace my custodian or PMS?
No. Meridian sits as a system of record and supervision layer alongside your custodians and existing tools, adding the receipts, explainability, and workflow controls they don't provide.
Is this a real, production product?
This environment is an illustrative demo built to show the experience and architecture of WealthOS. Contact details and data are representative, not live.
The language of audit-ready operations
NIGO
Not in good order — a submission missing required information, the leading driver of operational rework.
TLH
Tax-loss harvesting — selling positions at a loss to offset gains while preserving target exposure.
Drift
How far a portfolio has moved from its target allocation, triggering review or rebalancing.
Explainability receipt
A record capturing the rationale, inputs, and actor behind a decision at the moment it was made.
Attestation
A formal, logged sign-off by an authorized person confirming a control or review was performed.
EDD
Enhanced due diligence — deeper verification applied to higher-risk clients or transactions.
Ready to explore Meridian?
Walk through the live, illustrative demo of WealthOS, or talk to our team about a tailored pilot for your firm.