Institutional-grade analytics for modern portfolios.
Meridian gives allocators and portfolio teams a single, precise view of performance, risk and exposure — built for people who read the numbers, not the marketing.
Demo environment — synthetic data, no real accounts or advice.
Meridian Composite Index
1,682.40
Assets Under Management
$4.82B
6.2% QoQYTD Return
11.4%
2.1pt vs. benchmarkActive Mandates
128
4 new this quarterSharpe Ratio
1.42
0.08 QoQAvg. Response Time
1.8h
12% fasterClient Retention
98.6%
0.4pt YoYMeridian Composite Index
Every position, priced and explained.
Allocation by asset class
Drag to orbit, or click a category to isolate it.
Exposure by sector
Equity sleeve, % of book. Drag to orbit.
- Technology 27%
- Financials 18%
- Healthcare 15%
- Industrials 13%
- Consumer 11%
- Energy 9%
- Other 7%
Top holdings
Click a column header to sort.
| Name | Trend | |||
|---|---|---|---|---|
Solara Semiconductor SOLR | 8.4% | $214.32 | +2.14% | |
Vantage Cloud Systems VNTG | 7.1% | $88.47 | -0.86% | |
Northwind Biotech NWBI | 6.3% | $156.90 | +1.32% | |
Crestpoint Financial CRPT | 5.9% | $61.18 | +0.44% | |
Ferrum Industrial Group FERR | 5.2% | $132.05 | -1.21% | |
Blue Harbor Logistics BHLG | 4.8% | $45.63 | +0.91% | |
Arclight Energy Partners ARCE | 4.1% | $77.29 | -0.32% | |
Palisade Consumer Brands PLSD | 3.6% | $29.84 | +1.05% |
Built for people who read the numbers.
Real-time analytics
Performance, exposure and risk figures that update continuously, not overnight.
Risk modelling
Scenario and factor analysis built on the same data your reporting uses — no reconciliation gap.
Automated reporting
Client and board reporting generated on schedule, formatted the way your firm actually presents.
API access & integrations
Pull Meridian data into your own tools, or push custodian feeds straight into the platform.
Priced for the size of the book, not the size of the firm.
Every plan includes the core performance and risk engine. Move up for deeper modelling, integrations and a dedicated team as AUM grows.
Advisor
For independent advisors and small teams getting started.
billed annually · Up to 3 seats
Start with Advisor- Real-time performance & risk dashboard
- Standard client reporting templates
- Allocation & sector breakdowns
- Email support, 1 business day response
Institutional
For allocators and portfolio teams running real books.
billed annually · Up to 15 seats
Start with Institutional- Everything in Advisor, plus:
- Full scenario & factor risk modelling
- Custom report builder & scheduling
- API access & custodian integrations
- Dedicated onboarding specialist
- Priority support, same business day
Enterprise
For firms that need scale, security and a dedicated team.
Volume-based pricing · Unlimited seats
Talk to sales- Everything in Institutional, plus:
- Custom data feeds & integrations
- SSO, audit logs & advanced permissions
- Dedicated account team & uptime SLA
- Custom contract & invoicing terms
More platform, without the enterprise mark-up.
Illustrative positioning against comparable institutional-tier list pricing — plotting platform capability against monthly cost. Not a feature-by-feature comparison, and not real companies.
- Meridian CapitalYou$549/mo
- Ledgerline Analytics$890/mo
- Stonegate Metrics$760/mo
- Vantage Suite$420/mo
- Northbridge Tools$260/mo
- ClearPath Wealth$180/mo
Trusted by teams at
“We replaced three spreadsheets and a monthly PDF with one screen. Reporting day used to take us two days; now it's an export.”
See Meridian on your own portfolio.
Tell us a little about your firm and we'll set up a walkthrough with your own mandates and holdings loaded in.