Executive Control Tower

One operating view across five disconnected systems.

COOS compares CRM, portfolio, custodian, document, and compliance evidence before it declares a household ready.

Meridian Wealth Partners · 11 Aug 2026

Onboarding integrity

Select any household to inspect its evidence.

Household	Assets	COOS state	Readiness	Open issues	Next owner

Highest-impact unresolved exceptions.

Illustrative POC Data. Salesforce, Tamarac, Schwab, SharePoint, and compliance references are simulated. No affiliation or endorsement is implied.

Client Operations

Every field remains traceable to the source that asserted it.

Click a row to open the Client Integrity Record.

Household	Type	Advisor	Assets	Status	Readiness	Last evidence

Cross-System Intelligence

COOS surfaces contradictions instead of silently choosing a value.

Each comparison is deterministic and traceable.

Household	Attribute	Contradiction	Systems	Severity	Age	Owner

Coordinated Resolution

Workflow starts only after COOS identifies an exception, control requirement, or dependency.

Evidence-Based Answers

Ask an operating question. Every response is grounded in the simulated source ledger.

I can explain readiness, compare source evidence, find blocked households, and summarize operational exposure.

Controlled POC dataset · 8 households · 5 simulated systems

Progressive Decoupling

COOS begins as an independent control layer. Firms can later move selected operational state and logic outside the CRM.