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Performance Vendor Selection: RFP and Proof of Concept
BACKGROUND A large Canadian pension fund manager needed to replace their...
Client Reporting for Multi-Family Office
BACKGROUND A multi-family office with thousands of clients hired Meradia for...
Integration into Eagle Data Management System
BACKGROUND An asset management firm that trades a significant number of ETFs...
Market and Competitive Analysis for Software Provider
BACKGROUND A well-respected software provider engaged Meradia to help it...
Enterprise Transformation for Wealth Manager
BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy...
Client Journey Optimization Leveraging Design Thinking
BACKGROUND Meradia was engaged by a multi-billion dollar wealth management...
IBOR and ABOR Needs Assessments and Roadmap for OCIO
BACKGROUND Meradia was engaged by an OCIO with over $25 billion AUM to assess...
OMS and Portfolio Accounting System Consolidation
BACKGROUND An independent registered investment advisor with over 100...
RECENT CASE STUDIES
Performance Vendor Selection: RFP and Proof of Concept
...
Client Reporting for Multi-Family Office
...
Integration into Eagle Data Management System
...
Market and Competitive Analysis for Software Provider
...
Enterprise Transformation for Wealth Manager
...