1. Home
  2. 💰 Finance
  3. MeridianIA
MeridianIA

MeridianIA

by Meridian Management Company

1 ratings
💼 Business
💰 Finance
Free
Rating summary
1
0
0
0
0

Details

  • Released
  • Updated
  • November 2, 2022
  • December 14, 2024

Features

Developer

Meridian Management Company
✨Promote your app ✨
MeridianIA screenshot #1 for iPhone
MeridianIA screenshot #2 for iPhone
MeridianIA screenshot #3 for iPhone
MeridianIA screenshot #4 for iPhone
iphone
ipad
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
🖼️Get Icon
Icons↘︎

About

This financial hub provides clients with transparent access to their investments. View current financial data, performance reports, and securely store or exchange documents.

✓Investment transparency
✓Financial data access
✓Customizable reports
✓Performance tracking
✓Secure document portal
Show original description

What's New in MeridianIA

5.16.0

December 14, 2024

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

More

FAQ

What is MeridianIA?

MeridianIA is a dedicated financial hub designed to offer clients complete transparency across their investments. It allows users to access current financial information, customizable reports, and performance metrics.

Is MeridianIA free to use?

Yes, MeridianIA is available for free. The app does not require any payment to download or use its core features.

What devices support MeridianIA?

MeridianIA is supported on iPhone, iPad, and iPod devices. It is designed for the Apple ecosystem.

How often is MeridianIA updated?

The latest version of MeridianIA is 5.16.0, last updated on December 14, 2024. This indicates regular updates to maintain functionality and security.

What kind of financial information can I access with MeridianIA?

With MeridianIA, you can access current financial information, detailed performance reports, and track the progress of your investments.

Does MeridianIA offer secure document storage?

Yes, MeridianIA includes a secure portal for clients to conveniently store and exchange documents related to their financial activities.

What is the age rating for MeridianIA?

MeridianIA has an age rating of 4+, making it suitable for a wide range of users.

How secure is MeridianIA for my financial data?

MeridianIA provides a secure portal for document exchange and aims to offer transparency in financial information. Specific security protocols are not detailed but are implied by its function as a financial hub.