Meridian gives your firm a consent-driven, always-current view of every client's full financial picture; accounts, holdings, liabilities, goals, and employer benefits; in one workspace, not a portfolio-only dashboard with the rest hidden.
Net worth, spending, debts, and investments in a single view their advisor already sees.
Visual goal tracking and what-if simulators, so progress feels real between meetings.
Grounded in their real, live data; not a chatbot guessing at their finances.
Join the Alphiniti Design Partner Program and help shape Alphiniti's Financial & Wealth Management Domain solution, alongside the wealth management firms defining what a client record should look like.
Request Design Partner Access