Client Reporting for Multi-Family Office

BACKGROUND A multi-family office with thousands of clients hired Meradia for assistance with information delivery content and strategy. With increasing industry competition and fee pressure, leadership wanted to ensure their clients understood the full breadth of services provided and information delivery platforms, such as reporting, reflected this. Historically, reporting focused primarily on investment management with

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Enterprise Transformation for Wealth Manager

BACKGROUND A wealth manager with over $20 billion AUM was replacing legacy technology with a new reporting platform. Over the course of 15 years, the legacy platform acquired additional functionality: security master, internal reporting, order management, rebalancing, OCC Reg-9 compliance, analytics, proposal generation and performance reporting. Virtually all aspects of the business were impacted including

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