Chen Household
RETIRED COUPLE · 2 PROPERTIES · IRA + BROKERAGE · REVIEW DUE MAR
Ortiz Family
YOUNG FAMILY · TERM GAP FOUND · 529 ACTIVE · HIGH SAVINGS RATE
Patel Ventures
BUSINESS OWNER · KEY-PERSON NEED · PE COMMITMENTS · K-1 PENDING
Chen Household
plan✓ review prepped
Gap closed: $250K term placed
The complete operating platform for the modern advisory firm, from private markets to retirement plans.
Ebix Meridian is the advisor edition of Ebix MoneyWare.
Ebix Meridian runs the work across your practice and delivers a personal plan to every household: intake, needs analysis, client 360, insurance and annuity advisory, and white-labeled client portals in one system. AI agents summarize documents, analyze fit, and prepare every meeting.
300+ institutions in 17 countries run on MoneyWare
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.
Ebix Meridian brings that foundation to US advisory firms.
The complete platform
for advisory firms
Private markets, retirement planning, and the day-to-day of the practice itself: intake, needs analysis, and insurance and annuity advisory, on one platform.
Private Markets
Fifteen integrated capabilities covering the private-market lifecycle, from offering management and investor onboarding to capital calls, distributions, tax automation, and a complete audit trail.
Financial Advisory
A unified retirement planning portal for advisors, from financial snapshot to goal planning, cashflow projection, gap analysis, and estate planning for every client.
Advisor Practice & Insurance
The day-to-day of an RIA practice: client intake, needs analysis, meeting mode, and the client portal, plus multi-carrier life and annuity advisory from quote to settlement.
How the platform fits together
Three working modules and an AI layer share one client record, one document vault, and one audit trail. Everyone who touches the practice works from the same platform.
Client 360, intake, needs analysis, and meeting mode in one workspace.
A white-labeled portal with holdings, documents, tax forms, and self-service.
Capital calls, reconciliations, tax workflows, and the audit trail behind it all.
See Ebix Meridian in 60 seconds
One minute through the whole platform: client 360, intake and planning, private-market operations, insurance advisory, and Meridian AI.
Meridian AI learns your business, accelerates your workflows, and personalizes each client's ideal touchpoint, with autonomy you define and control.
Needs analysis runs across every household, separating funded goals from exposures and surfacing exactly where protection is leaking.
+ New playbook
Annual Review Prep
Reusable playbooks with triggers, steps, and approvers that Meridian AI runs for you across every client program.
Multi-carrier quotes ranked side by side, with suitability documented as the case moves to order entry and settlement.
Chen Household
RETIRED COUPLE · 2 PROPERTIES · IRA + BROKERAGE · REVIEW DUE MAR
PUSH · REVIEW
Your review is ready
Coverage gap closed. Deck shared to your portal.
Ortiz Family
YOUNG FAMILY · TERM GAP FOUND · 529 ACTIVE · HIGH SAVINGS RATE
EMAIL · 529
College goal on track
Monthly surplus supports the aggressive plan.
Patel Ventures
BUSINESS OWNER · KEY-PERSON NEED · PE COMMITMENTS · K-1 PENDING
PORTAL · K-1
K-1 delivered
2026 documents are in your vault.
One client record generates a personal plan, portal, and next step for each household. No two clients see the same generic deck.
Become a 10x Advisor
Let the platform handle assembly while you focus on advice and relationships
Plans and pricing
From $149 per month for a solo practice to firm plans with included seats. Client and investor portal access is always free. Every engagement starts with a working demo on your own scenarios.
Meridian Solo
The complete platform for a one-advisor practice. Less than most planning tools alone.
- 1 advisor seat, every module included
- Up to 25 client households · 1 active offering
- CRM, planning, insurance & annuity advisory
- Meridian AI on every workflow
- White-labeled client portal, free forever
Private Markets Essentials
For firms bringing their private-market business into one governed system.
- 2 advisor seats + 1 operations seat
- Up to 100 investor households · 5 active offerings
- Offering creation, documents & eligibility
- Commitments, capital calls & distribution tracking
- Investor dashboard, document vault & unlimited portal access
Meridian Complete
The full advisor operating system. One login, one data model, one audit trail.
- Everything in Private Markets Essentials
- Advisor CRM & client and household management
- Comprehensive financial planning & needs analysis
- Life & annuity advisory workflows
- Client portal & Meridian AI
Private Markets Professional
For firms running real offering volume, with automation and operational AI.
- 5 advisor seats + 3 operations seats
- Up to 500 investor households · branded investor portal
- Subscription-document automation & bulk communications
- K-1 / 1099 preparation & delivery workflows
- Fit analysis, document Q&A, exception workbench & APIs
Seat rates, the Founding Advisor Plan, plan comparisons, and custom pricing for larger firms are on the pricing page. See full pricing details →
The full MoneyWare suite is available. Firms that need portfolio management, order and trade management, or institutional client reporting can license the complete suite as they grow.
About the MoneyWare suite →Built for enterprise.
Trusted globally.
Built with enterprise-grade security, privacy, and reliability at its core, Ebix Meridian is trusted by institutions worldwide.
SOC 2 Type II Certified
Independently verified security and controls.
Private By Design
Client data is never used to train models or shared externally.
Secured Client Portal
White-labeled portals with permissioned access to holdings, documents, and tax forms.