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Meridian Finance

Meridian Wealth Advisors manages $2.4B in assets for high-net-worth clients. Their advisors were toggling between 6 different tools to get a complete picture of a client's portfolio. We consolidated everything into a single real-time dashboard with interactive D3.js visualizations, WebSocket-driven live updates, and an intelligent alert system that notifies advisors of market movements, rebalancing opportunities, and risk threshold breaches.

$2.4B Assets managed

45% Faster reporting

12K Active users

98% Advisor satisfaction

Challenges and solutions

How we solved it

Real-time data visualization

Financial data requires millisecond-level updates without visual jank. We built custom D3.js chart components with WebGL acceleration for large datasets, smooth interpolation animations, and WebSocket subscriptions that update charts at 60fps even with 10K+ data points.

Regulatory compliance

Financial platforms must meet SEC and FINRA requirements. We implemented row-level security in PostgreSQL, comprehensive audit trails, data residency controls, and automated compliance reporting that cut quarterly reporting time by 45%.

Results

Impact delivered

Consolidated 6 separate tools into a single unified platform

Reduced quarterly reporting time by 45%

Achieved 98% advisor satisfaction score (up from 62%)

Platform handles $2.4B in managed assets with real-time tracking

“Our advisors went from juggling six tools to having everything in one beautiful dashboard. Client meetings are more productive, reporting is faster, and our team actually enjoys using the platform.”