Built for firms

One account, however many seats. One client book.

Meridian is licensed to the firm, not the individual. Add colleagues as you grow: every adviser has their own login, and everyone works from the same client book - so nobody re-keys a plan a colleague already built.

See pricing Book a demo
Seats & roles

Every adviser signed in. Nothing done in the dark.

Invite a colleague and billing adjusts automatically, prorated for the period. Every plan created, renamed or edited is logged against the person who did it - a record no one in your firm, including admins, can edit or delete. It's the same question a file review asks, answered before anyone has to.

  • Add a colleague in seconds - if you're at capacity, billing adjusts and prorates
  • Admin and member roles - remove someone and their seat frees up for the next hire
  • A full audit trail - who changed what, and when, on every plan
app.meridiancashflow.com/firm
Firm page showing seats in use, team members and roles, and a full audit trail of every change
Shared plan library

Find anything. Duplicate it in one click.

Search every plan in the firm by asset, note, goal or client detail - "business sale", "crypto", whatever you need - and duplicate a matching plan straight into a new client. Nobody rebuilds a structure a colleague already has.

  • Searches asset names, notes, goals and adviser notes firm-wide
  • Duplicate any plan into a fresh client instantly
  • Individual logins, one shared client book - no hunting through colleagues' accounts
app.meridiancashflow.com
Search inside plans: finding a client by searching for business sale across every plan in the firm
Your data

Client financial data, handled like it matters.

The questions your compliance team will ask, answered up front.

Mandatory MFAEvery seat is protected by an authenticator app. No exceptions, no opt-out.
Isolated per firmEach firm's data is separated at the database level, encrypted in transit and at rest.
Stored in the UKClient data lives in London, with daily backups and every plan exportable to PDF.
Never trains AIUploaded documents are processed in memory and never stored. Client data is never used to train any model.
Read the security overviewData Processing Agreement
Pricing for firms

Priced per adviser. Set for the whole firm.

Every seat in a firm is on the same plan, so any adviser can open any client and pick up where a colleague left off. Unlimited clients and plans, no contract, and a 30-day money-back guarantee.

See both plans in full
Meridian Standard$100per adviser, per month
Meridian Pro$150per adviser, per month
Ready when you are

See how your firm would run on Meridian.

A 30-minute demo with your own client scenario. No slides - just the software.

Book a demoOr look around the Showroom first