An AI agent on every desk.
Ebix Meridian 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, presented 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 rather than guessing.
Goal-funding recommendations
Shows the gap and 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 markets: 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 rather than 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. Answers draw on governed metrics rather than free-form SQL.
These are the headline agents. AI also assists throughout Meridian:
See Meridian AI on
your own documents
The best demonstration is your own offering documents and your own book, summarized, cited, and confirmed in front of you.