Meridian Advisor Dashboard

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About this app

Meridian is the elite financial advisor's, fully customizable, strategy dashboard. It is the required third leg of technology to go with your CRM and financial planning program.

Gone are the days of not tracking your clients important details. Gone are the days of not having an in-meeting reminder of ideas and strategies that may need to be implemented. Meridian is your "doctor's patient chart". Show clients you are interested in tracking and monitoring their financial picture. Never have to ask multiple times for the same info (estate plan, employee benefits, bank info, CPA name etc). Never miss opportunities for new ideas that generate revenue. Create satisfied client's that will introduce you to others.

Investment fees are compressing. Much in our business is becoming commoditized. The personal planning relationship with customized strategies based on our clients individual goals can't be replaced.

You know what to do, it's just not always top of mind in your meetings. Meridian will also give you a place to build your notes from the meeting and to capture tasks to be completed by you and your clients. These can then be used to create tasks in your CRM or dictate your meeting summary letter.

You will also be part of the Meridian community of advisors. You'll have full access to the most utilized strategies, the ability to ask questions and bounce ideas off your peers, and receive monthly emails highlighting best practices and timely/seasonal ideas.

The app is free to download and then you can register for a subscription. Subscriptions are $30 per month and starts with a 30 day free trial.
Updated on
Jan 20, 2022

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
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What's new

Updated UI and framework