Financial services platform · concept
Wealth, lending, and reporting on one platform.
Meridian Capital is an invented advisory and lending firm. Advisors see their whole book; clients see their own portfolio and documents; lending operations moves applications through underwriting. Same data, three very different screens.
- Advisor dashboard with AUM, performance vs benchmark, and reviews due
- Client portal with holdings, allocation, and a document vault
- Lending workflow from application to funded, with approvals
- Loan application wizard and AI portfolio explainer
- Advisor, client, and operations roles
Use the View as switcher in the app bar to see what each role sees. Everything below is interactive sample data.
Book overview
Your clients, performance, and what's due.
Assets under management
21.9M
▲ 4.6%Clients
12
▲ 8.3%YTD vs benchmark
+1.8 pts
Reviews due (30d)
5
AUM vs benchmark (12 months)
- Book
- Benchmark
Clients by risk profile
- Conservative8%
- Balanced50%
- Growth42%
What this concept demonstrates
Beyond a homepage.
The pieces below are the ones organisations actually pay for. Every one is built the same way for a real client, with real data and real permissions.
Role-based access
A client can only see their own accounts and documents; an advisor sees the book; ops sees applications. Enforced server-side in production.
Data visualization
Performance against a benchmark, allocation donuts, and drill-down by asset class, all drawn from live data.
Workflow
Loan applications advance through five stages with documents, checks, and approvals recorded at each step.
Custom forms
A multi-step application wizard that validates as you go and routes to the right queue.
Document vault
Statements, agreements, and tax packages with per-client access and action-needed flags.
AI explainer
Turns a portfolio into plain language a client can act on, with every number traceable to the record.