For Wealth Management Firms & Advisors

See the whole client. Not just the portfolio.

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.

CLIENTRECORDCheckingBrokerage401(k)HSACryptoCreditGoals
Consolidated Statement; Live
Checking; Chase
Brokerage; Schwab
Crypto; Coinbase
401(k); Fidelity
HSA; HealthEquity
Full Household Net Worthone view
01Continuous sync, not quarterly statements
02Consent-first access, not black-box aggregation
03One workspace, not five logins
What Meridian Runs On

Eight capabilities. One client record.

01
Visibility

See the whole client, not just the portfolio.

  • A complete net-worth and cash-flow view; banking, holdings, liabilities, goals, and employer benefits; the moment a client consents to share it.
  • No data silos: client-managed and advisor-managed accounts live in one record, closing the blind spots portfolio-only tools leave behind.
  • Continuous sync instead of quarterly statements, so every view reflects today.
02
Engagement

Talk to clients without leaving their data.

  • In-app messaging tied directly to the client relationship; no separate thread to lose track of.
  • Video calls from inside the platform, so the conversation stays anchored to what you're both looking at.
  • Access that clients grant and scope themselves; read-only, time-limited, or account-specific; built for a consent-first, fiduciary posture.
03
Portfolio intelligence

Turn drift into a trade plan in one step.

  • Quantified drift scores against each model portfolio, with buy/sell recommendations generated automatically.
  • Rebalancing scenarios clients can see the projected before-and-after of, before a single trade is placed.
  • Side-by-side performance, risk, and benchmark comparison across the whole book.
AlignedDrifted
0 / 100
Portfolio Drift Score
04
Tax alpha

Find the savings before the client asks.

  • Continuous scanning for tax-loss harvesting opportunities, with estimated savings and wash-sale awareness.
  • A dedicated harvesting workspace to review and action opportunities across an entire book of clients.
  • HSA and deductible-expense intelligence that feeds tax optimization directly, not just year-end reporting.
05
Onboarding

Weeks of intake, down to minutes.

  • A guided wizard for KYC, risk profiling, account linking, agreements, and goal-setting.
  • E-signature and a shared document vault with full access logging.
  • A branded client portal with shared tasks, so nothing sits in someone's inbox.
06
Practice economics

Bill the way you actually price.

  • Company-level billing templates and tiered fee schedules; AUM, flat, or hybrid.
  • Automated fee calculation and invoice generation, no spreadsheet required.
  • Firm-wide dashboards for billing, advisor load, and client distribution.
07
Advisor productivity

One workspace, not five logins.

  • A built-in CRM for leads, clients, segments, and meeting history; no separate subscription.
  • Reports generated and delivered on a schedule you set.
  • Every advisor action logged for compliance and supervisory review.
08
Ecosystem

A view your competitors can't assemble.

  • When clients use adjacent Alphiniti apps; wellness, medical, HR benefits; identity and relevant data sync through the central Hub.
  • Firm-level access policies propagate consistently across every connected node.
  • One consent record governs the whole cross-domain relationship, not one per vendor.
Consent-First By Design

Access the client grants. Not access you take.

Client
grants access
Consent
scoped & time-limited
Advisor
sees the record
On The Other Side Of The Consent

What your clients see when they share access

One dashboard, not five apps

Net worth, spending, debts, and investments in a single view their advisor already sees.

Goals they can watch move

Visual goal tracking and what-if simulators, so progress feels real between meetings.

"Alphi," an AI co-pilot

Grounded in their real, live data; not a chatbot guessing at their finances.

Continuous sync, not quarterly

Built for firms that take fiduciary duty literally.

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