Give your firm a client portal that wins and keeps households.
Alphiniti Meridian, white-labeled for your RIA, combines the back-office portfolio and compliance tools advisors already pay for with a living, client-facing financial wellness layer; onboard, plan, trade, bill, report, and retain a household, all in one branded home.
A white-label client portal, not another quarterly PDF.
Where Black Diamond and Tamarac stop at portfolio reporting, Alphiniti Meridian gives advisors a full client-facing layer: live Plaid-linked accounts, budgeting, a spending hub, net-worth tracking, AI chat, and retirement simulation.
Clients get a living financial dashboard under your brand; that living experience is the retention and referral engine advisors can't get from reporting tools alone.
See it in your demo →One platform for the whole advisor workflow.
Onboard, plan, trade, bill, report, and retain a household all in one place. Meridian pairs the back-office portfolio and compliance tools advisors already pay for with a client-facing financial wellness layer, integrated trading, and billing; no second vendor required.
The Client-Facing Layer
AI Advisor (Seth / Alphi)
Built-in AI financial advisor, investment strategy generation, and proactive insights; an always-on engagement layer between review meetings.
Family & Multi-Generational Sharing
SharingHub, spouse access, college funds, shared buckets, and family advisor access; one advisor serves the whole household.
Communication & Engagement
Advisor/client chat, scheduled reports, marketing campaigns with email tracking, and advisor communications logging for attribution.
Practice Management
Advisor CRM & Client Management (Ascend)
AdvisorHub, AdvisorCRM, leads, segments, tags, tasks, onboarding wizards; track every relationship, pipeline, and touchpoint.
Multi-Tenant Company Management
CompanyManagement, FinancialAdvisingCompany, company dashboards, employee profiles, and company billing for RIA firms.
Demo & Sales Enablement
DemoScripts, DemoDataGenerator, and public demo previews with pre-loaded sample data; walk prospects through a realistic portal in minutes.
Portfolio, Trading & Risk
Portfolio Management & Analytics
InvestmentHub, PortfolioAnalytics, drift monitoring, rebalancing recommendations, and Black Diamond import; reporting and risk in one workspace.
Integrated Trading
Alpaca Integration Hub, broker account onboarding, market data, trade orders, guided trade wizard, and compliance dialogs. Offer execution, not just advice.
Risk Profiling & Volatility Alerts
RiskProfileManager, portfolio risk assessment, volatility thresholds, and market alerts; reach out before clients panic.
Planning & Strategy
Retirement Planning & Simulation
RetirementSimulator, benefit projections, retirement accounts, and Monte Carlo what-if modeling for a defensible path to retirement income.
Tax Optimization & Loss Harvesting
TaxesHub, tax-loss harvesting scanners, liability analysis, AdvisorTaxDocument generation, and auto-sharing; a dollar-figurable value-add.
Estate Planning Hub
EstatePlanningHub, estate assets, advisor visibility toggles, and estate-specific views; extend the advisor role into legacy planning.
Employer Benefits Sync
BenefitFlow connection, sync manager, benefit nudges, and HSA tooling; fold 401(k) match, HSA, and FSA data into plans.
Operations, Trust & Compliance
Billing & Advisory Fees
BillingHub, AdvisorBilling, automated fee calculation, quarterly invoice generation, invoice PDFs, templates, and commission dashboards.
Wealth Access Authorization
Dual-signature authorization documents, tracking IDs, and scope-based sharing; legally documented, revocable access to a client's full financial picture.
Compliance & SOC 2 Controls
SOC 2 dashboard, audit logs, encryption at rest, row-level security, and document access logging; demonstrable security for due diligence.
Document Vault & Secure Sharing
DocumentHub, advisor vault uploads, sharing with access logs, and signature tracking; an auditable client document repository.
Continuity Intelligence (ACIP)
Cross-app continuity event/command logs, Hub role sync, and state synchronization across Meridian, Path, Vitalis, and Continuum.
Why firms white-label with Alphiniti
Becoming a white-label partner lets you grow AUM, retention, and referrals without building or maintaining the software yourself.
Grow your book
A living client portal turns quarterly reviews into daily engagement; engaged households refer and consolidate.
Differentiate on experience
Stand out against Black Diamond and Tamarac with a client-facing layer they don't offer.
Keep your brand
Your colors, your logo, your domain; clients see your firm, not a vendor, on every screen.
See Meridian, white-labeled for your firm.
We'll walk you through the client portal, advisor workspace, trading, and billing under your brand in a 30-minute demo.