Ebix Meridian

A complete, structured picture of every client's finances.

Assets, liabilities, income, and expenses are captured with structure and updated at every review cycle, so advisors build grounded, data-driven financial plans.

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Three connected views of the client's finances

Client Profile

Household overview with investor classification and risk profiling, the foundation for every advisory engagement and recommendation.

Asset Inventory & Liabilities

A complete picture of all assets, outstanding debts, and repayment schedules, structured for clarity and updated at every review cycle.

Income Sources & Expenses

Capture income with growth rates, start/end years, and earner attribution; track recurring expenses with growth rates and end dates for full financial visibility.

360°

Household visibility

Risk profiling groups

100%

Structured data capture

Review cycle cadence

The starting point for
every financial plan

The Financial Snapshot enables advisors to build grounded, data-driven financial plans for every client.