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Real results from RIAs and institutional firms who put our platform to work.
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MERIDIAN WEALTH ADVISORS
How Meridian Wealth Advisors Grew AUM by 34% in 12 Months
Meridian replaced a patchwork of spreadsheets and manual processes with a single platform for rebalancing, reporting, and client communication.
34%
AUM growth in 12 months
25hrs
Saved per week
Zero
Reconciliation errors
Sarah Mitchell
Meridian Wealth Advisors, MA
Results at a glance
Before
Manual Rebalancing
After
Automated Rebalancing
Before
3-Day Reporting Lag
After
Real-Time Reporting
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Independent RIA
Enterprise
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Independent RIA
MERIDIAN WEALTH ADVISORS
Cutting Onboarding Time in Half
How Meridian streamlined client onboarding from weeks to days.
50%
Faster onboarding
12
Days to launch
EnterpriseMulti-Custodian
NORTHBRIDGE CAPITAL
Consolidating 5 Custodians into One View
Unifying fragmented custodial data into a single source of truth.
5
Custodians unified
99.9%
Data accuracy
Global RIA
STERLING GLOBAL ADVISORS
Scaling Across Three Continents
Supporting one operating model across every region Sterling serves.
3
Regions supported
40%
Ops cost reduction
Family Office
HARGROVE FAMILY OFFICE
One Platform for Four Generations
Giving every generation of the family the same clear picture.
4
Generations managed
100%
Entity visibility
Independent RIACompliance
ALDEN CAPITAL PARTNERS
Passing Every Audit Without the Scramble
Building an always-audit-ready compliance workflow.
0
Audit findings
15hrs
Saved per month
Enterprise
BEACON POINT WEALTH
Real-Time Risk Across 12,000 Accounts
Monitoring exposure across every account without added headcount.
12K+
Accounts monitored
24/7
Risk visibility
248%
Average client ROI
50+
Clients supported
30+
Years of reach
Zero
Failed implementations