One platform, every advisory role
Meridian adapts to every role in the advisory workflow — from portfolio managers and operations to compliance leads and the clients they serve.
Built for the people who run the book
Every role carries its own friction. Meridian meets each one where it is — replacing scattered tools and email threads with a single, auditable surface.
Advisor
Drift is caught late, model changes get applied household by household, and every rebalance means stitching together a spreadsheet, a trade blotter, and a separate reporting tool before anyone signs off.
Meridian runs the book like a desk. Models, drift, proposed trades, and client-ready narratives live in one place, so the advisor reviews and approves instead of assembling.
Continuous comparison of every account against its target model with configurable tolerance bands per sleeve.
Drift breaches generate netted, tax-aware order proposals you review before anything routes to the desk.
Shift a model allocation once and Meridian fans the change across every linked household with an approval gate.
Every approved action ships with a plain-language explanation that flows straight into the next report.
Operations
Onboarding stalls on missing documents and not-in-good-order forms. Verification status lives in email threads, and nobody can say which households are blocked or why.
Meridian turns onboarding into a tracked pipeline. Checklists, document capture, and KYC/AML verification run on rails with a clear status for every household at every step.
Role-based tasks unlock in sequence so nothing routes to compliance before it is complete.
Inline validation catches missing signatures and stale documents before submission, cutting not-in-good-order rework.
Identity and screening checks complete in-flow, with enhanced due diligence triggered only when risk signals fire.
A single board shows every account's stage, owner, and blocker — no more chasing email threads.
Compliance
Supervision means reconstructing what happened after the fact. Exceptions surface in scattered tools, policy tuning is guesswork, and audit prep consumes days of manual evidence gathering.
Meridian makes supervision continuous. Exceptions land in one queue, policies are versioned and tunable, and every decision writes an immutable record that exports as a complete audit pack.
Trade, suitability, and onboarding exceptions converge in a single prioritized review surface.
Tune thresholds and approval gates with full change history, so you can show what was in force and when.
Periodic and event-driven attestations are requested, tracked, and timestamped without spreadsheets.
Export a complete, traceable evidence bundle for any account or period in minutes, not days.
Client
Clients get a quarterly PDF and a phone number. Between statements they cannot see what changed in their portfolio, what was done on their behalf, or why.
Meridian gives clients a calm, explainable window into their wealth. Holdings, reports, and the reasoning behind every action are available on demand, without noise.
Real-time holdings, performance, and allocation presented for clarity rather than overload.
Statements and performance reports are always current and archived, never waiting on a quarter close.
Every rebalance or harvest comes with a 'why this action' explanation in plain language.
Conversations stay attached to the household record, so context never lives in a lost inbox.
From trigger to audit artifact
Each core workflow starts with a real-world trigger, runs on policy-aware rails, and ends by writing a record you can defend.
Client onboarding
- Trigger
- A new household enters the pipeline and a guided checklist opens.
- Meridian
- Documents are captured and validated inline, KYC/AML screening runs automatically, and enhanced due diligence is triggered only when risk signals fire — driving down not-in-good-order rework.
- Artifact
- A complete, timestamped onboarding file with verification results and document provenance.
Rebalancing
- Trigger
- An account breaches its drift tolerance band against the target model.
- Meridian
- Meridian generates netted, tax-aware proposed trades, routes them through the advisor for review, and applies an approval gate before anything reaches the desk.
- Artifact
- An approved order set linked to the drift breach, the model version, and the approving advisor.
Tax-loss harvesting
- Trigger
- A position moves below cost basis within a harvestable threshold.
- Meridian
- Wash-sale aware logic identifies eligible lots, proposes replacement holdings to preserve exposure, and surfaces the projected realized loss for approval.
- Artifact
- A harvest record capturing lots sold, replacements purchased, and wash-sale checks performed.
Reporting
- Trigger
- A reporting period closes or a client requests an on-demand statement.
- Meridian
- Performance, holdings, and activity reports are auto-generated from the system of record, branded, and delivered to the client portal without manual assembly.
- Artifact
- A versioned, archived report retained for the household with full data lineage.
Compliance exceptions
- Trigger
- An action violates a policy threshold or trips a supervision rule.
- Meridian
- The exception lands in the compliance queue, is gated behind a policy-driven approval, and requires an attestation before the workflow can proceed.
- Artifact
- An immutable exception record with the policy version, decision, approver, and attestation.
faster rebalance cycle time
faster verification completion
fewer not-in-good-order returns
to assemble an audit pack
Illustrative figures shown for demonstration purposes.
One firm, one timeline
Four roles, four moments, and a single shared record that carries context from the desk to the portal.
Reviews overnight drift breaches and approves a batch of netted, tax-aware trades.
Clears a new household through KYC/AML — enhanced due diligence triggered, then resolved.
Works the exception queue, approves a policy-gated trade, and records the attestation.
Opens the portal to a fresh report and an explainable note on today's rebalance.
Step through each role's flow
Click through the stages of each workflow to see how a single action moves from signal to outcome.
Advisor (Portfolio manager)
Model-driven rebalancing, approvals, and reporting without context switching.
36% faster rebalance cycle time and audit-ready approvals.
Ops (Client service)
Onboard new households, manage documents, and keep client verification clean in minutes.
52% faster verification completion and fewer escalations.
Compliance (Compliance lead)
Review exceptions, tune policies, and export audit packs instantly.
Audit prep time reduced to minutes with full traceability.
Client portal
Give clients transparent updates, reports, and explainable decisions.
Higher client clarity with explainable decisions.
Built for your whole firm
Advisors, operations, compliance, and clients work from the same source of truth. A drift breach the advisor approves, the exception compliance clears, and the report a client opens are the same record — not four copies drifting out of sync across tools.
Because everything is connected, context and audit trails follow the work automatically. Nothing has to be reconciled, re-keyed, or reconstructed after the fact.
Shared data model
Households, accounts, and policies are defined once and referenced everywhere.
Immutable audit trail
Every action is recorded with who, what, when, and the policy in force.
Role-aware surfaces
Each role sees the same record through the lens of its own work.
Policy at the core
Controls live in the platform, not in a binder, and apply consistently.
Find the workflow that fits your role
Step through a live demo tailored to advisors, operations, compliance, and clients — or explore the platform that ties them together.