Equities, ETFs, bonds and funds priced daily, with cost basis and lot-level history.
Commitments, capital calls, distributions, NAV marks, DPI and TVPI — with call forecasting.
Residential, commercial and land, with mortgages, rental income and revaluations.
Stakes in companies you run or back, valued by multiple, last round or your own mark.
Crypto holdings priced live and folded into exposure and concentration checks.
Art, watches, wine and vehicles — appraisal history kept beside the documents.
Current accounts, term deposits and money-market sleeves counted in the liquidity runway.
Mortgages, margin, shareholder loans and pledges netted off for true net worth.
Assets sit inside trusts, holding companies, partnerships or personal names, and Meridian models those relationships as an ownership graph. A 60% stake in a holdco that owns a building shows the right share of that building in your net worth — and in the beneficiary's.
Every mark is dated and sourced, so a revaluation never quietly rewrites last quarter.
Deeds, subscription agreements, K-1s and appraisals live on the asset itself.
Hold in local currency, report in yours, with FX moves shown separately from performance.
Who changed what, when, including advisors working in your book.