What Meridian is, and who it's for

You know the drill. One client meeting, five subscriptions, and a lot of duct tape. Build the model in one tool, export it to another, retype numbers into a third, then fight with a PDF until it looks right. By Thursday you're wondering where your week went. The platforms that fix it are priced for firms with a hundred advisors, not one.

Meridian handles the whole process in one place. Build a custom portfolio, test it against past market crashes, score its risk, illustrate an annuity, and create a branded client proposal without re-entering data or switching between programs. Work that used to take three days now takes an hour or two.

You get the same tools the big institutions use, including Monte Carlo simulations across multiple lookback periods and crisis-period resampling, priced for independent advisors.