Two decades running wealth management front to back.
MoneyWare is the enterprise wealth and asset management platform behind 300+ financial institutions in 17 countries — and the foundation EbixMeridian is built on.
Financial institutions worldwide
Countries across four continents
Private banking solution — IBS Intelligence
Average client relationship
Everything a wealth business needs, on one platform
MoneyWare covers the complete front-to-back office — supporting discretionary, non-discretionary, and advisory services. EbixMeridian packages the Private Equity and Financial Advisory modules from this suite for US advisory firms — alongside advisor CRM, client intake, needs analysis, and client 360 — and the full suite is available to firms that need the rest.
Client Management
Onboarding, KYC, household structures, and relationship management for every client tier — from mass affluent to ultra-high-net-worth.
Financial Advisory
Goal-based planning, cashflow projection, gap analysis, and estate planning — included in EbixMeridian today.
Portfolio Management
Discretionary, non-discretionary, and advisory portfolio management with model portfolios, rebalancing, and performance attribution.
Order & Trade Management
Trade order capture, routing, allocation, and settlement across asset classes — with pre-trade compliance checks built in.
Transaction Management
Subscriptions, redemptions, capital calls, distributions, and corporate actions — every movement recorded and reconciled.
Compliance & Risk
Suitability, exposure limits, regulatory reporting, and audit trails — governance embedded in every workflow, not bolted on.
Revenue & Incentive Management
Fee schedules, billing, advisor incentives, and revenue analytics — so the business side of the practice runs on the same rails.
Client Portal & CRM
White-labeled client portals, advisor CRM, and communication workflows — the relationship layer across the whole suite.
Analytics & Reporting
Client statements, management dashboards, and regulatory reports — one data model feeding every view of the business.
Included in EbixMeridian:Private Equity, Financial Advisory, advisor CRM & intake, needs analysis, and client 360 — with the rest of the suite available through the full MoneyWare platform.
Trusted where the stakes are highest
MoneyWare wasn't built for a launch — it's been carrying private banks and asset managers for twenty years. That's the pedigree behind every EbixMeridian screen: the workflows, the audit trails, and the data model were hardened at institutional scale long before they reached your practice.
Private banks, asset managers, brokers, and family offices across Asia, the Middle East, Africa, and beyond run their wealth business on MoneyWare.
Rated the #1 global private banking solution three years in a row, and featured in Gartner's wealth management research.
Institutions like State Bank of India and Kotak Mahindra — organizations where scale, uptime, and auditability are non-negotiable.
Average client engagements run 8–12 years. Platforms don't keep banks that long unless they keep working.
MoneyWare is built by Miles Software, part of Ebix — a global on-demand software group serving insurance and financial services.
Software people actually work in.
From relationship managers at private banks to independent advisors and their clients, thousands of professionals spend their working day inside MoneyWare. Twenty years of that daily use is what polished the workflows EbixMeridian ships with.
EbixMeridian puts this foundation in reach
Institutional platforms have always meant institutional overhead. EbixMeridian packages the MoneyWare suite for independent and small-to-midsize advisory firms in the US — complete, white-labeled under your brand, and priced for your practice.
Institutional foundations.
Advisor-sized footprint.
See what twenty years of private banking infrastructure feels like when it's packaged for your firm.