Security & Trust
Meridian keeps advisory firms audit-ready with calm, transparent controls.
Audit receipts
Every action generates a receipt with hash, timestamp, actor, and rationale.
Decision logging
Rules-first decisions are logged alongside advisor approvals and notes.
Immutable archival concept
Future-ready design for tamper-evident document storage and retrieval.
Role-based access
Role-scoped access controls with escalation routing and human review.
Explainability by default
Every automation includes explainability records for advisors and clients.
Human escalation
Compliance triggers route to humans with confidence labels and evidence.
Sample audit pack
Export a sample pack to see the data Meridian stores for every action.