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What is WAMapps?

The WAMapps platform integrates intricate data from diverse funds, regions, and service lines while ensuring security at every stage of the process. Tailored for asset and wealth management firms, it uncovers opportunities during their nascent stages, enhancing connectivity throughout the organization. As an all-encompassing global solution for data, reporting, and analytics, WAMapps transforms the experience of fund services, promoting collaboration and continuously delivering value to everyday operations. With WAMapps, firms can concentrate on their primary strengths, transcending basic automation and accuracy to gain insights that steer the front office toward future achievements. This innovative platform reveals deep insights sourced from vast data sets, offering a real-time view across all business sectors and empowering organizations to be more proactive and adaptable. Additionally, WAMapps equips firms with the tools necessary to confidently and clearly navigate the intricate financial landscape, ultimately fostering informed decision-making for long-term success.

What is Meridian?

Meridian is an AI-powered CRM and deal-management solution specifically crafted for private-market investment teams, enabling firms to strategically source deals, manage pipelines, and unify data throughout the organization. This innovative platform accommodates workflows for all levels of users, ranging from associates to partners, allowing teams to track opportunities, promote collaboration before investment committee discussions, assess potential investments using both internal benchmarks and external data, and utilize insights provided by an integrated AI assistant. Furthermore, users benefit from automated updates for company and contact information, the capability to forward emails for effortless note-taking, and an accessible mobile and web interface that promotes broad usage across the organization. The system boasts robust permission settings, supports multi-fund configurations, and complies with enterprise security standards such as SOC 2, ensuring the safeguarding of sensitive investment data. By offering such a wide array of features, Meridian significantly boosts operational efficiency while also nurturing a culture centered around informed decision-making within investment teams. Its comprehensive capabilities make it an indispensable tool for those operating in the fast-paced world of private-market investments.

Media

Media

Integrations Supported

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

Integrations Supported

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EY

Company Location

United Kingdom

Company Website

www.ey.com/en_us/wealth-asset-management/wam-apps

Company Facts

Organization Name

Meridian

Date Founded

2023

Company Location

United States

Company Website

www.meridian-ai.com

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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