Finance & Insurance ● Live demo available

Meridian: Wealth Management

A premium, calm theme for independent financial advisors and wealth-management firms — built around planning & investing service pages and consultation-request lead capture.

Use this theme See it live

Finance & Insurance

Meridian: Wealth Management website template preview

Open live demo

Wired in, not bolted on

Meridian: Wealth Management isn't just a page. It's connected.

The moment you publish, the theme is already talking to the rest of your Cornerspot account.

Forms → CRM

Forms auto-integrated with your CRM

The consultation request and prospect intake forms drop leads straight into the firm's CRM, tagged by planning need (retirement income, investment management, estate coordination, tax strategy) so advisors can prioritize and follow up.

Portal

Member portal, auto-connected

Clients log into a branded Client Portal to review their financial plan and account balances, e-sign engagement and account-opening paperwork, upload statements and tax documents securely, and message their advisor.

Review documents & files
E-sign requests sent by your team
Manage subscriptions & pay invoices
Submit support tickets
Complete forms your team requests

Configurable in builder

Knowledge-base side panel

A searchable Help & FAQ panel slides in from the edge of every page. Configure the articles right in the builder — answer the repetitive questions about fees, the fiduciary standard, account minimums, and the onboarding process before they tie up an advisor's calendar.

Pre-configured

Live chat on every page

A configured chat widget ships on the theme from day one. Logged-in portal clients are matched to their CRM record automatically, and after-hours questions convert to email follow-ups so your advisory team never loses a prospect.

What's inside