Offer Meridian PIA as a co-branded or white-label tool. Your clients get a zero-knowledge portfolio tracker. You get a value-add that reduces churn.
Your clients' data is encrypted on their devices. You never touch it. No compliance burden, no data breach risk, no PII storage.
Co-branded with your logo and colors, or fully white-labeled on Practice and Enterprise plans. Clients see your brand, not ours.
Clients can generate a read-only portfolio summary to share with you. They control what's visible. Trust is preserved.