Meridian

Advisor workspace · folio 01

Quiet library stacks used as the planning room still — paper and bound volumes, not a trading floor

Room 3 · bound record

Healthcare, Medicare, long-term care, and retirement income share one governed file.

Advisor workspace · governed illustrations

Plan the life. Prove the path.

Meridian keeps the illustration, the confirmed intake, and the signed audit receipt on the same client record. Firm, advisor, and client each see only the scope they hold.

Open advisor workspace→ Follow the planning record

Shared planning workspace

ClientModuleHorizonEvidence
Jordan Lee · 58Healthcare before 657 yearsreceipt ready
Amina Shah · 64Medicare Part Dopensnapshot bound
Cole Hart · 71Retirement incomelifetimereplay available

Modules on the record

Wooden desk with lined paper used for healthcare-before-65 intake

01

Healthcare before 65

Bridge coverage, premiums, and out-of-pocket paths stay versioned to the profile snapshot.

 Fountain pen on paper for confirming Medicare Part D assumptions

02

Medicare Part D

Formulary and premium illustrations bind the engine version before anyone saves the plan.

 Stacked cloth-bound ledgers standing in for long-term care records

03

Long-term care

Duration, daily benefit, and inflation riders confirm with the client before the model runs.

 Retirement-income documents fanned on a quiet desk

04

Retirement income

Lifetime draws stay replayable. A saved illustration is not a screenshot.

Audit

Signed receipts, not screenshots.

Every sensitive action records actor, subject, engine, and the assumption snapshot. Compliance can replay the illustration without reconstructing it from memory.

Open evidence receipts Open compliance log
  1. Illustration bound · Jordan Lee Healthcare before 65 · engine v4.2 · Priya N.
    sha256:7c1e…a92
  2. Inputs confirmed · Amina Shah Medicare Part D · three fields still open
    sha256:b04d…11c
  3. Replay issued · Cole Hart Retirement income · firm reviewer
    sha256:91aa…e04
  4. Intake opened · Elena Voss Long-term care · draft, no engine yet
    pending

Advisor

Confirm before the model runs.

Advisor and client review the same inputs. No orphaned PDF calculators. Sessions stay scoped to the organization.

Firm

Governed, versioned, replayable.

Each saved illustration binds engine version, assumptions, and the profile snapshot. Reviewers see the receipt, not a slide.

Client

Purpose-scoped access.

Clients enter the modules allowed for their plan. Sensitive actions retain actor and subject context on the record.

Keep the life on a record that can be replayed.

Open advisor workspace→