Household intelligence
One graph of the relationship
Clients, households, accounts, products, communications, and documents connected the way wealth relationships actually work — so every answer starts from institutional context, not a single note.
Navi · by Meridian7
Know every household before you walk into the room
Navi is relationship intelligence for wealth advisors. It connects the systems your firm already uses, builds a living view of every client relationship, and delivers evidence-backed briefings, next actions, and compliance-ready records — so advisors arrive prepared and firms stay defensible.
The problem
Great advice is hard when client context is scattered
CRM notes, portfolio data, email, calendars, and documents rarely tell one story. Advisors rebuild context before every meeting. Opportunities slip. Follow-ups get lost. And AI without provenance is a non-starter for a regulated practice.
Incomplete meeting prep
Advisors walk in with what they personally remember — not the firm’s full relationship history.
Missed coverage & follow-through
Gaps, open items, and life events sit across tools until they become retention or revenue problems.
Untrusted AI
Generic chat can’t cite sources, support oversight, or stand up to a CCO or regulator.
What Navi delivers
From fragmented data to decisions you can defend
Navi structures how your firm knows its clients — then puts governed intelligence on top of that foundation.
Meeting prep
Briefings ready before the calendar invite
Automatic prep packs with relationship history, recent activity, open opportunities, service issues, referrals, and life events — pulled across systems, not assembled by hand the morning of.
In the flow of work
Ask for a briefing where you already work
Message Navi in Slack and get a household summary, open items, coverage gaps, and talking points in seconds — grounded in live client data.
Growth & retention
Surface gaps before they become problems
Continuously flag coverage gaps, unresolved service issues, and unactioned opportunities with context on why they matter and what to do next.
Execution
Commitments that don’t disappear
Capture follow-ups from meetings, email, and notes; assign ownership; track progress so client promises stay visible across the firm.
Oversight
Compliance-ready documentation
Generate clear summaries of interactions, recommendations, and supporting materials so oversight rides along with advisor work instead of lagging behind it.
Built for regulated advice
AI advisors can stand behind
Navi is designed for independent RIAs and multi-advisor firms that need leverage without black-box risk. Every insight is meant to be explainable — to the advisor, the CCO, and the client file.
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✓
Traceable recommendations Link AI outputs back to the records, notes, and sources that produced them.
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✓
Human in the loop Keep people in control of regulated actions and client-facing outputs.
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✓
Full activity trail See what was accessed, recommended, approved, and changed over time.
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✓
Works with your stack Layer onto CRM, portfolio, email, calendar, and document systems — no rip-and-replace.
Who it’s for
Independent wealth advisory firms
Built for SEC-registered practices that want modern intelligence without compromising trust, consistency, or oversight.
Advisors
Walk into every meeting with the full household story — history, open items, and talking points already assembled.
Firm leadership
Raise the floor on prep quality, surface growth and retention risk earlier, and run a more consistent client experience.
Operations & compliance
Get clearer documentation, better follow-through, and AI activity you can review — not free-form chat logs.
See Navi on your advisor workflows
We’ll walk household intelligence, meeting prep, gap detection, and audit-ready output — or you can review public demos first.