Module 1
Subscription & Tier Management
Track every advisory client's tier (Starter $95/mo, Growth $195/mo, Premier $395/mo), billing frequency, start date, and renewal. At-a-glance MRR dashboard by tier.
✓ Included in all plans
Advisory Management
Manage every advisory client relationship, from prospect to premier.
Meridian's advisory module tracks subscription tiers, meeting cadence, billing, deliverables, and client onboarding in one connected system. Know exactly where every client relationship stands at any moment.
Everything in this module
Module 2
Onboarding Pipeline
A 7-stage Kanban board: Prospect → Discovery → Proposal → Agreement → Intake → Onboarded → Active. Never lose a prospect in the pipeline.
✓ Included in all plans
Module 3
Meeting Cadence & Notes
Log every client meeting, date, format, notes, action items. Set next meeting date and agenda. Never walk into a client meeting without context.
✓ Included in all plans
Module 4
Billing & Invoice Tracking
Track every invoice issued, payment received, and outstanding balance. Account current status calculated automatically. Stripe-connected for recurring billing.
✓ Included in all plans
Module 5
Deliverables Tracker
Track what's been done and what's owed for each client, financial plan on file, tax strategy reviewed, open deliverables, completed-work log.
✓ Included in all plans
Module 6
Annual Review Checklist
A pre-populated agenda for every annual review, pulled from live client data across all modules. Life changes, goals, tax, accounts, insurance, estate. Nothing skipped.
✓ Included in all plans
Module 7
Goals Tracker
Track each client's goals, retirement, debt payoff, college, business exit. Progress bars, status indicators, and monthly contribution calculators.
✓ Included in all plans
Module 8
Tax & Advisory Integration Summary
A single year-end view combining tax outcome and advisory plan, savings achieved, goals progressed, net worth change, new coverage, and priorities for next year.
✓ Included in all plans
Pricing
All advisory modules included in every plan.
Solo Advisor
$79/mo
or $790/yr (save 2 mo)
- 1 user
- Up to 75 client records
- All modules included
- Email support
Most popular
Small Practice
$149/mo
or $1,490/yr (save 2 mo)
- Up to 5 users
- Up to 250 client records
- All modules included
- Priority email support
Enterprise
$299/mo
or $2,990/yr (save 2 mo)
- Unlimited users
- Unlimited client records
- All modules included
- Dedicated support
Founding Member rate: $49/mo, first 25 customers only. Locked in forever. 18 of 25 spots remaining.