Oneplatform.Taxworkflow.Advisorymanagement.Financialplanning.
Meridian is the practice management platform built for financial advisors who also do tax, finally, everything in one place.
Sound familiar?
You're using 4 different tools that don't talk to each other.
Your tax workflow and advisory clients live in separate systems.
You have no single view of your practice health, or your exit plan.
Everything your practice needs. One platform.
Financial Planning
Goals, retirement projections, insurance gaps, debt planning, and more.
Learn more →Built by someone who lived the problem.
Meridian was designed by Sharon Griffin, a risk management professional with 45+ years in financial services and 12+ years in financial advisory. Every module reflects a real client situation, a real workflow, and a real pain point. This is not software built by engineers who read about financial advisory. It was built from the inside.
Retirement Income
Monte Carlo simulations, Social Security optimizer, and bucket planning to model decades of retirement income with confidence.
Simple, transparent pricing.
No surprises. Cancel anytime.
Small Practice
Up to 5 users, 250 clients, all modules, priority support