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 investment and wealth management, trust accounting operations, middle office, compliance and sales.

The client engaged Meradia to manage the planning and implementation of the new data warehouse reporting platform, including upstream and downstream impact across the enterprise.


Meradia coordinated participation across all business segments, including operations, middle office, performance, sales, IT and compliance, all while reporting directly to the firm’s executive leadership team.

Meradia unwound 15 years of customizations across several dozen interfaces. As analysis proceeded, inefficiencies surfaced. Issues such as duplication of data and effort, lack of ownership and insufficient licensing were traced by establishing data lineage and downstream impact for all elements in the new data warehouse and reporting platform.  Meradia identified new business roles and consolidated business functions to improve data and process governance.


Through the establishment of multiple working and oversight groups, Meradia fostered a culture of collaboration and communications.

Meradia analyzed over 70 client-facing exhibits and mapped all data elements back to origin, through the data warehouse.

Working with IT, Meradia developed the future state technical architecture, including interfaces to SalesForce, eMoney, FirstRate, BondEdge, Morningstar, and FIS Global Plus.

Meradia developed detailed implementation plans for both the data warehouse and the new reporting platform.

Working with internal PMO, Meradia ran the implementation efforts, including design, oversight of development, and testing.

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