Alphiniti/Wealth ManagementOne clear view of a household's whole financial picture.
Meridian brings accounts, budgets, investments, taxes, and retirement planning into one place — built for advisors to manage, and families to actually understand.
Banking & Checking
Manage all accounts in one place
Accounts
📊12
Total Balance
💰$24.5k
Monthly Avg
📈+$2.1k
Every account, in the one view that shows what it all adds up to.
Every account. One clear view. No spreadsheet required.
See your full financial picture — budgets, bills, investments, debt, taxes, and retirement — synced automatically, with family sharing built in.
Everything connected
Accounts, bills, investments, and taxes in one dashboard, not five apps.
Real planning, not just tracking
Retirement projections, goal-based investing, and what-if scenarios you can act on.
Family, not just individual
Shared visibility and expense sharing for households, not solo silos.
Your advisor, in the same place
If you work with an advisor, they see what you see, so meetings start from the same picture.
