Meridian
Wealth software that behaves like a private bank, not a casino.
Total portfolio
$2,841,600.18As of 14 Aug, 17:32 · valuations delayed 15 min
Allocation
Platform
iOS · Private wealth
Scope
Product design · iOS engineering
Timeline
5 weeks
Package
Custom Build
The brief
A portfolio app for clients of a discretionary wealth manager. No tickers, no confetti, no red-and-green pulse. Just an honest picture of a balance sheet and a direct line to the person managing it.
Consumer investing apps are engineered for engagement: bright greens, live tickers, push notifications on every move. That design language is actively wrong for someone with a multi-decade mandate, where the correct behaviour is usually to do nothing.
The brief was an interface whose entire tone says "this is handled": one that a client opens monthly rather than hourly, and closes reassured.
Design decisions
Three choices that shaped everything else.
(01)
Serif figures, sans interface
Every monetary figure is set in a serif at a generous size; all interface furniture stays in a neutral sans. It borrows the typographic convention of a printed statement, which is where this audience's trust already lives.
(02)
Light, not dark
The category defaults to dark interfaces for a sense of premium. Here that reads as trading-desk urgency. A warm off-white paper tone sets a calmer register and makes the single deep green feel like an ink colour rather than a profit-and-loss signal.
(03)
The advisor is a first-class object
The human managing the money gets a solid green card, the only fully saturated surface in the app. In a discretionary relationship the person is the product, so the interface treats them as the most important element on the screen.
Screens
Every screen shown is live interface code, not a flat image.
Total portfolio
$2,841,600.18As of 14 Aug, 17:32 · valuations delayed 15 min
Allocation
01
Portfolio
The whole balance sheet in one view: total, trend, and allocation, with nothing that updates in real time.
Four accounts · $2,841,600 total
Managed Portfolio (Whitfield Discretionary)
Balanced · rebalanced 4 Aug
$1,842,400
+3.8%
Private Credit II
Closed-end · 2029 · locked
$540,000
+6.1%
Treasury Ladder
6 rungs · next matures 22 Sep
$375,200
+4.9%
Reserve Account
Instant access
$84,000
-0.2%
Your advisor
Claire Whitfield
Next review · 22 Aug, 10:00
02
Accounts
Four mandates, each with its own horizon, and the advisor card as the only saturated surface in the app.
Net inflow · August
+$28,917.4014 August
Dividend · VWRL
Vanguard FTSE All-World
+$4,182.00
Advisory fee · Q3
Pending · settles 16 Aug
-$2,140.00
8 August
Coupon · Treasury 24m
Rung 3 of 6
+$1,875.40
Rebalance · Equities
12 trades executed
—
1 August
Contribution
From Reserve Account
+$25,000.00
03
Activity
Dividends, coupons, fees, and contributions in one ledger. Fees are shown as plainly as income.
Craft notes
Paper
#faf8f5
Ink
#14171a
Sterling
#1c4a3a
Sage
#a8bfae
- →One accent (#1c4a3a) used for both positive movement and brand, so green never reads as a live trading signal
- →Allocation bar has no gaps between segments, so it reads as a single continuous object, like a printed pie legend
- →Percentage changes never animate and never pulse; the app has no live-updating element by design
- →Card borders at 9% black on white over the paper ground, giving depth without a shadow
Built with
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A stays app where the place sells itself.
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