Frequently asked questions.

EbixMeridian is an AI-driven platform for financial advisors — the advisor edition of Ebix MoneyWare. It combines private equity deal management, holistic retirement planning, advisor CRM and client intake, comprehensive needs analysis, client 360, and insurance & annuity advisory in one system, with AI agents assisting across every workflow.

Independent and small-to-midsize advisory firms in the US: RIAs, advisors placing clients into private equity offerings, practices running holistic financial planning, and fund managers raising private capital who need a white-labeled investor portal.

EbixMeridian is built on MoneyWare, the wealth and asset management platform that has run front-to-back operations for 300+ financial institutions across 17 countries for two decades, and has been ranked the #1 global private banking solution by IBS Intelligence. EbixMeridian packages that foundation for advisory firms, as a vertical initiative of Ebix lending, asset & wealth management.

Three module areas: Private Equity (fifteen capabilities — offering management and intelligence, investor profiles and fit analysis, client portal, commitments, capital calls, distributions, dashboards, document vault, K-1/1099 tax automation, operations workbench, conversational document review, portfolio reporting, and a complete audit trail), Financial Advisory (client profiling, financial snapshot, goal planning, cashflow projection, gap analysis, estate planning), and Advisor Practice & Insurance (CRM and client intake, client 360 cockpit, needs analysis, meeting mode, multi-carrier life and annuity quoting, suitability, order entry, and settlement).

AI agents work throughout the platform: summarizing 100-page offering documents into structured, cited records; answering advisor and client questions directly from the documents; scoring investor-to-offering fit against the client's real profile; building financial-plan scenarios by running the planning engine; recommending how to fund goal gaps; predicting late capital calls and document exceptions; preparing and following up review meetings; and answering plain-English questions about the whole book of business.

Yes. The client and investor portals carry your firm's logo, colors, and identity on every screen — your clients work with you under your brand, and EbixMeridian stays behind the scenes.

Licensing is per module — Private Equity, Financial Advisory, or the complete platform — with enterprise pricing tailored to your seats, book of business, and volume. Every engagement starts with a working demo on scenarios from your own practice.

Yes. Investors can browse offerings, subscribe, fund capital calls, track their investments, and download tax and subscription documents self-service. Planning clients see their goals, coverage, documents, and progress in a portal under your firm's brand.

Submit the request-a-demo form and an EbixMeridian specialist will reach out within one business day to schedule a working walkthrough on your own use cases — followed by a scoped proposal for your firm.