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Meradia
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  • Services
    • Advisory
    • Strategy & Roadmap
    • Solution Design
    • Competitive Assessment
    • Vendor Selection
    • System Rationalization
    • Implementation
    • Program & Project Management
    • Conversion & Implementation
    • Process Design & Change
  • Expertise
    • Front Office & Portfolio Management
    • Enterprise Data Management
    • Middle & Back Office Optimization
    • Investment Accounting
    • Performance, Risk & Analytics
    • Client Experience
  • Clients
    • Wealth Managers
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Our Expertise

Organizing, analyzing, and managing enterprise-grade solutions that are scalable and reliable.

Our highly-analytical consulting team has an average of 25 years of industry experience and includes multiple CFA, CIPM, PMP, and CAIA designation-holders. We lead portfolio management, accounting, performance, client reporting, and data governance projects with diverse platform experience and breadth of knowledge.

Front Office & Portfolio Management
Our experts possess decades of familiarity with front office practices, analytics, data, and technology.
Enterprise Data Management
Next generation enterprise data management demands extended flexibility and agility, always-on trusted data, and data virtualization.
Middle & Back Office Optimization
Experienced change management and in-depth understanding of interdependencies is required to solve our clients’ most challenging cross-functional issues.
Investment
Accounting
Meradia serves some of the largest and most complex institutional investment advisors and insurance companies with proven engagement approaches and methodologies.
Performance, Risk & Analytics
Our data management and analysis teams focus relentlessly on quality, integration, provenance and transformation.
Client
Experience
We have worked with clients to improve their reporting capabilities and assess, map, and enhance their customers’ experiences.
Investment Operations & Technology Consulting
Phone: 610.738.7787 Email: [email protected] LinkedIn
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