An AI agent on every desk.
EbixMeridian is an AI-driven advisor platform — agents summarize offering documents, analyze investor fit, build plan scenarios, predict operational exceptions, and prepare every meeting.
In every module — planning, PE, insurance, CRM
Answers cited to their source
Claims without a source
Summary of a 100-page PPM
AI in every workflow
A guided look at some of the Meridian AI experiences — it rotates on its own, or pick one.
Illustrative product experience — every Meridian AI answer is grounded in your documents and data, cited to its source, and confirmed by a human.
What the agents do for the practice
Offering-document summarization
Turns a 100-page private-placement memorandum into a structured offering intelligence record — strategy, sponsor, minimums, fees, risks, and key dates extracted into fields the advisor reviews and confirms instead of retyping, each cited to its page.
Offering-document conversational review
A Q&A layer over the offering documents for advisors and clients — split-screen with the document viewer, where clicking a citation scrolls to the exact source. Answers come only from the documents, with a confidence indicator on every response.
Investor-to-offering fit analysis
Scores an offering against the client Meridian already knows — liquidity, horizon, risk, concentration, accreditation, and outstanding commitments. Move the commitment slider and watch the fit dimensions respond in real time.
Financial-plan scenario assistant
Identifies the scenarios that actually matter, builds them automatically, and answers what-ifs — retirement age, market sequence, a new PE commitment — by running the planning engine, never by guessing.
Goal-funding recommendations
Doesn't just show the gap — recommends how to close it, goal by goal. Click an action and Meridian creates the workflow: life quote, annuity comparison, investment proposal, or a client task in the portal.
Capital-call & document exception predictions
Operational AI for private equity — predicts late capital calls, stalling subscriptions, expiring accreditations, and liquidity shortfalls before they happen, each with a recommended action that feeds the operations desk.
Review-meeting generation
Builds the advisor briefing before the meeting, captures decisions and changed facts during it, and generates the recap, tasks, and plan snapshot after — always proposing changes for the advisor to confirm, never applying them silently.
Conversational portfolio reporting
Ask the book of business a question in plain English — across planning, risk, assets, and products — and get the answer with the table, the chart, the filters applied, and suggested next actions. Governed metrics, not free-form SQL.
And these are just the headliners — AI assists throughout Meridian:
Bring your longest PPM.
Watch it become a brief.
The best demo of Meridian AI is your own documents and your own book — grounded, cited, and confirmed in front of you.