The companies behind EbixMeridian.
EbixMeridian is not a startup experiment. It is the advisor edition of institutional wealth software that has been in production at major banks for more than two decades.
EbixMeridian
EbixMeridian serves independent and small-to-midsize advisory firms in the United States. It brings together private market deal management, holistic retirement planning, advisor CRM and client intake, comprehensive needs analysis, client 360, and insurance and annuity advisory in one platform, with Meridian AI assisting across every workflow. It is operated as a vertical initiative of Ebix in lending, asset and wealth management.
MoneyWare, by Miles Software
EbixMeridian is built on MoneyWare, the flagship wealth and asset management platform from Miles Software, an Ebix company. MoneyWare runs front-to-back operations for private banks, asset managers, brokers, and family offices: client management, portfolio management, trade orders, transactions, compliance, revenue management, client portals, and reporting.
The platform is in production at institutions where scale and auditability are non-negotiable, including State Bank of India and Kotak Mahindra, as well as leading banks in the Middle East and Africa. Institutions that adopt the platform typically stay on it for a decade or more. IBS Intelligence has ranked MoneyWare the number one global private banking solution three years in a row, and the platform has been featured in Gartner wealth management research.
Financial institutions run on MoneyWare worldwide
Countries served
Global private banking solution, ranked by IBS Intelligence three years running
Years in continuous production at banks and asset managers
Read more about the platform on the MoneyWare page.
Ebix
Ebix is a global provider of on-demand software and e-commerce services to the insurance, financial services, and healthcare industries, with operations spanning dozens of countries and a portfolio of exchanges and enterprise platforms used by carriers, brokers, banks, and advisors worldwide. Miles Software and the MoneyWare platform joined the Ebix family as part of its asset and wealth management business.
For advisory firms evaluating EbixMeridian, the practical meaning is simple: the platform behind your practice is backed by an organization that has run regulated financial infrastructure for decades, not a venture-stage vendor that may not exist at your next contract renewal.
Where to find us
Ebix, Inc.
1 Ebix Way
Johns Creek, GA 30097
United States
Phone: +1 (678) 281-2020
Corporate site: www.ebix.com
Platform inquiries: request a demo
EbixMeridian is developed and operated by Ebix, Inc. and built on the Ebix MoneyWare platform from Miles Software, an Ebix company.