Meridian launches Portfolio Lens →
Advisor working through a plan with a client
Ebix Meridian

The complete lifecycle for holistic retirement planning.

A unified portal for advisors: client relationships, configuration, and an end-to-end planning workflow from financial snapshot to estate planning.

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See planning & analysis

Module overview

01

Advisor & Client Management

A unified portal for advisors to manage client relationships, profiles, dashboards, and communication templates from a single command center.

02

Configuration & Master Data

Configure market regions, economic cycles, asset classes, income and expense heads, and profiling questions to tailor the platform to each advisory practice.

03

End-to-End Financial Planning

From financial snapshot to goal planning, cashflow projection, gap analysis, and estate planning, a complete lifecycle advisory workflow supports every client.

4

Lifecycle stages

6

Profiling question groups

10-yr

Income vs. expense projection

3

Cashflow phases modeled

Advisor in conversation with a client
1 snapshot
The client's full financial picture
10-yr
Cashflow projections on demand

Preparation for every client meeting.

Strong client meetings start from a complete picture. With every asset, liability, income stream, and goal already in the platform, the conversation shifts from gathering paperwork to making decisions. The plan you present is grounded in the client's real numbers.

Meeting preparation

Household, risk profile, and goals load with one click, so preparation starts from the data rather than the file cabinet.

Live scenario comparison

Adjust goals and assumptions live, and show clients the impact instantly.

Client-ready reports

Client-ready plan documents generated straight from the data you reviewed together.

the advisory workflow

From configuration to client-ready reporting

Grounded, data-driven plans
for every client

The Financial Snapshot delivers a complete, structured picture that enables advisors to build grounded financial plans for every client.

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