Integrations and APIs.
EbixMeridian exposes the data it holds through APIs, events, and feeds, and connects to the systems your firm already runs.
The integration architecture
Six ways in and out of the platform. Everything your firm stores in Meridian remains yours to move, sync, and export.
REST API
Clients, households, offerings, commitments, and plans are all addressable over a documented REST API, so your data is never locked in.
Webhooks and events
Subscribe to platform events - a signed subscription, a funded capital call, a completed intake - and drive your own workflows from them.
Scheduled file feeds
Inbound and outbound SFTP feeds on your schedule: positions, transactions, and document batches in CSV or Excel formats.
Single sign-on
SAML 2.0 and OAuth 2.0 so your team signs in through the identity provider you already run, with roles mapped to platform permissions.
Document exports
Every report, statement, and tax document exports as PDF or Excel, individually or in batches, for your books-and-records system.
White-label embedding
The client and investor portals run under your domain and brand, and portal links drop into the communications tools you already use.
Connection categories
The categories advisory firms wire up first. Tell us your stack in the demo and we will walk through exactly how each piece connects.
Custodial and brokerage data
Position and transaction imports through statements and scheduled feeds, so client holdings stay current without rekeying.
E-signature
Subscription documents and agreements route to the signature provider your firm already uses, and executed copies land back in the vault.
Email and calendar
Meeting scheduling and correspondence connect to your existing email and calendar, so the client record reflects real activity.
Planning and portfolio tools
Plans, holdings, and reports move in and out through the API and file feeds if you keep a specialist tool alongside Meridian.
Accounting and reporting
Structured exports feed your GL, performance reporting, and compliance archives on the cadence your back office runs.
Identity and KYC
Onboarding checks connect through the API so intake, verification, and suitability records stay in one audit trail.
Connector roadmap
Named connectors are prioritized with the firms onboarding now, in the order their stacks require.
Founding firms name their custodians and tools; connectors ship in that order.
Everything a connector does is possible today through the documented API and feeds.
Platform connectivity is included in every plan.
Bring your stack
to the demo
Tell us what your firm runs today and we will map how each piece connects, alongside a working demo on your own scenarios.