Meridial — Wealth Management Platform For

Meridial — Wealth Management Platform For Meridial, I designed a system where the one thing that matters — portfolio drift — always surfaces first, no matter how many clients an advisor is tracking.

Signal over noise, even at 200+ portfolios. ⚪

The challenge: Advisors managing dozens of portfolios need to instantly spot what's drifted from target — without digging through spreadsheets or noisy dashboards that bury the signal in data.

A dark, grain-textured UI gives Meridial a private-banking feel instead of typical fintech blue. The landing page proves the product directly in the hero with live allocation and drift cards, while the dashboard extends the same card system into radar charts, composition breakdowns, and a weekly digest — built so advisors can scan hundreds of portfolios at a glance.

A case in making complex portfolio data resolve into one clear signal.