Membership
One platform. One price.
The full Meridian toolkit — institutional-grade analytics, built for financial advisors. No tiers, no upsells, no annual contracts.
Meridian Membership
Everything you need to run a modern advisory practice.
$95/month
- Risk Score Evaluator
- Portfolio Builder & Optimizer
- Portfolio Comparison
- Stress Testing
- Retirement Planner
- Fixed Index Annuity (FIA) Analyzer
- Proxy Finder
- Portfolio Diagnostics & Rebalancing
- Branded Client Reports
- Member CRM with Lead Pipeline
Built for how advisors actually work
- Scan a brokerage statement to auto-import holdings — works with Schwab, Fidelity, Vanguard, Merrill, and more
- Describe a portfolio by voice — just speak the tickers and weights
No sales call required — start using Meridian in minutes, not weeks.
No credit card required · Zero obligation · Cancel anytime
Start 30-day free trialNo credit card required. Full access to every tool for 30 days.
or