Persona
Built for family office oversight, without day-to-day involvement
A family office holding property through a PM company needs portfolio visibility and approval control, not operational involvement. The owner portal gives exactly that — performance, documents and approvals, without needing to manage anything directly.
The problem
Getting real portfolio visibility from a PM company usually means requesting a report and waiting, rather than checking a live dashboard.
Why it matters
Family offices are accountable to their own principals for portfolio performance — visibility and audit trail matter as much as the underlying returns.
How Meridian helps
- Portfolio overview across every managed property, with per-property performance detail
- Approval queue for maintenance and expenses above a configured threshold
- Monthly statements and AI summaries generated automatically, not requested manually
- Full document access — leases, compliance records, reports — without operational access to day-to-day management
FAQ
Can multiple family members or advisors get access?
Owner-portal access can be granted to multiple users scoped to the same properties, each with their own login.