Meridian Wealth OS
A private wealth operating system for a Fortune 500 financial firm — unifying portfolios, clients, compliance, and AI insights in one platform.
Advisors were juggling 6+ disconnected tools — CRM, portfolio analytics, reporting, compliance, and client comms — with hours of manual reconciliation, no shared source of truth, and zero AI leverage across $482M in AUM.
We shipped a unified wealth OS: a real-time advisor dashboard, portfolio analytics with Monte Carlo risk modeling, a full client CRM with meeting workflows, a compliance & reporting engine with audit trail, and a white-label mobile app for clients — all wired to an AI layer for insights, drafting, and anomaly detection.
Advisors run the entire book from one screen. Reporting time dropped from days to minutes, client response times cut by ~60%, and the firm now operates on a single AI-augmented source of truth across every team.
What we shipped.
- Executive dashboard with live AUM, net new assets, and revenue KPIs
- Portfolio analytics with 5Y benchmark and holdings breakdown
- AI risk & scenario analysis (correlation matrix + Monte Carlo projection)
- Client CRM with directory, profiles, risk scoring, and meeting scheduling
- Compliance & client reports engine with full audit trail
- Native mobile client app (net worth, activity, transfers, documents)
- SSO, role-based access, and enterprise-grade audit logging
- AI copilot embedded across portfolios, reports, and client comms
