Implementation and onboarding.
EbixMeridian onboarding is measured in days for a solo practice and weeks for a firm, with a named specialist from kickoff to go-live.
Typical timelines by plan
Timelines vary by firm. The pace is set by how quickly your data arrives and how much parallel running you want.
Meridian Solo
Live within days
One advisor, guided setup. Configure your practice, brand your client portal, import clients from a spreadsheet, and run your first working session the same week.
Essentials & Complete
2 to 4 weeks
Multi-seat firms with data to move. Week one is configuration and branding; weeks two to four cover guided migration, team training, and a parallel run before go-live.
Enterprise
Scoped together
Larger firms and white-label programs get a scoped plan, typically 60 to 90 days, covering integrations, entity structures, and staged rollout across teams.
How onboarding runs
Five steps, each with a clear owner and an exit criterion. You always know where you are.
Kickoff and configuration
A working session, not a slideshow. We configure your modules, offerings, and planning defaults, and apply your branding to the client and investor portals.
Data migration
Guided imports for households, clients, holdings, and offering documents. You review everything in a staging workspace before it becomes the system of record.
Team training on your own scenarios
Training runs on your clients and your offerings, not demo data. Advisors leave the sessions having done the work they will do on day one.
Parallel run and go-live
Run alongside your current tools for as long as you need. Go-live is a decision you make when the numbers reconcile, not a date forced on you.
A named specialist after launch
The person who ran your implementation stays your contact. No handoff to an anonymous queue the week after you go live.
Included with every plan
Onboarding is part of the platform, not a services contract bolted on top. Published plans include everything required to reach go-live.
Client and investor portals under your firm's name, logo, and domain.
Structured imports with a staging review before anything goes live.
Hands-on sessions using your own clients, offerings, and scenarios.
Run beside your current tools until the numbers reconcile.
One accountable person from kickoff through your first quarter.
Start the clock
on your rollout
Request a demo and we will show the platform on your own scenarios, then map your implementation plan in the same conversation.