One AI-driven platform for
private equity and advisory.

EbixMeridian — the advisor edition of Ebix MoneyWare — brings the platform trusted by 300+ financial institutions across 17 countries to independent advisory firms in the US.

Intake, needs analysis, client 360, retirement planning, private equity, and insurance advisory — with AI agents that summarize documents, analyze fit, build scenarios, and prepare every meeting.

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The MoneyWare Platform

The platform behind the world’s private banks

For two decades, MoneyWare has run wealth and asset management front-to-back for private banks, asset managers, and family offices — client management, portfolio management, trade orders, compliance, and reporting on one governed platform. EbixMeridian brings that same foundation to US advisory firms.

Explore the full MoneyWare platform
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Financial institutions run on MoneyWare worldwide

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Countries across four continents

#1

Global private banking solution — IBS Intelligence, three years running

8–12 yrs

Average client relationship

Private BanksAsset ManagersFamily OfficesBrokers & Dealers300+ Institutions17 Countries#1 IBS Intelligence RankingTwo Decades of Trust
The Advisor Platform

Three powerful modules. One complete practice.

Private equity deal management, holistic retirement planning, and the full advisor practice — intake, needs analysis, and insurance & annuity advisory — on one seamless platform.

The Full Practice

One system for the whole advisory practice

Across all three modules, EbixMeridian runs the day-to-day of an RIA practice — from first intake to ongoing reviews, with insurance and annuity advice feeding straight into the retirement plan.

Financial advisor meeting with clients
360°
Every client, one view
24/7
Investor self-service portal
Who It's For

Built for the advisor across the table.

EbixMeridian is made for the practices the big platforms overlook — independent advisors placing clients into private equity offerings, and small-to-midsize firms running holistic financial planning. If your business is built on personal relationships and alternative investments, this is your platform.

Independent PE advisors

Run offerings, commitments, capital calls, and distributions for your entire investor base.

Advisory & planning practices

Profile clients, plan goals, project cashflows, and deliver client-ready reports.

Fund managers raising private capital

Give investors a white-labeled portal with documents, K-1s, and self-service.

White-Label Platform

Your brand. Your portal.
Our platform.

EbixMeridian is fully configurable and white-labeled for each advisory firm. Your clients see your brand on every screen — from login to statements — and work with you directly, as if the portal were your own.

Your firm's brand throughout

Logo, colors, and identity are configured per firm — the portal your clients log in to carries your name, not ours.

Configured views per practice

Masters, offerings, profiling, and role permissions are set up around how your firm actually operates.

A direct client relationship

Advisors work with their clients inside the portal as if it were built in-house — EbixMeridian stays behind the scenes.

The Advisory Lifecycle

A platform built for the full advisory lifecycle

1

Configure

Set up markets, asset classes, profiling questions, and model portfolios tailored to your practice.

2

Profile

Capture a complete financial snapshot — assets, liabilities, income, expenses, and risk classification.

3

Plan

Run goal planning, cashflow projections, gap analysis, and investment proposals for every client.

4

Review & Report

Track plan history, compare versions, generate reports, and keep clients on course across every life stage.

Pricing

Start with one module, or run the full platform

EbixMeridian is licensed per module with enterprise pricing tailored to your book of business, seats, and volume. Every engagement starts with a working demo on your own scenarios.

Private Equity

For fund managers and advisors running offerings, commitments, and distributions.

Custom pricingper module · per seat · by volume
  • Offerings & deal-flow management
  • Commitments, capital calls & distributions
  • Investor portal with documents & K-1 / 1099
  • Role-based access control
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Complete Platform

Both modules on one seamless platform — the way EbixMeridian is meant to run.

Custom pricingper module · per seat · by volume
  • Everything in Private Equity
  • Everything in Financial Advisory
  • One login, one data model, one audit trail
  • Priority onboarding & support
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Financial Advisory

For advisory practices running holistic retirement planning at scale.

Custom pricingper module · per seat · by volume
  • Client profiling & financial snapshot
  • Goal planning, cashflow & gap analysis
  • Estate planning & advisory reviews
  • Client-ready financial plan reports
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Need even more platform? The full MoneyWare suite — portfolio management, order and trade management, client reporting, and more — is available to firms that want it.

About the MoneyWare suite