Practice overview
0
Active clients
0
Pending invites
Shared summaries
Advisor
Current plan
Recent client activity
No activity yet. Invite your first client to get started.
Quick actions
Client management
Invite clients
Generate invite link
Create a personalized invite link for your client. They'll see your branded version of Meridian when they open it.
Pending invites
No pending invites.
Branding
Your practice branding
Customize how Meridian appears to your clients. Changes apply to all client invite links.
Preview
This is how your clients will see the app header.
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My plan
Current plan
Advisor
$499/year
- ✓ Up to 25 clients
- ✓ Co-branded app
- ✓ Client activity dashboard
- ✓ Invite link generator
- ✓ Shared summary viewing
Practice
$1,499/year
- ✓ Up to 100 clients
- ✓ Full white-label branding
- ✓ Custom accent color
- ✓ Remove Meridian branding
- ✓ Priority support
Enterprise
$4,999/year
- ✓ Unlimited clients
- ✓ Full white-label
- ✓ Custom domain support
- ✓ API access
- ✓ Dedicated support
Settings
Account
Data export
Export your client list and practice data.