Pricing

Enterprise pricing, scoped to your practice.

EbixMeridian is licensed per module — Private Equity, Financial Advisory, or the complete platform — with pricing tailored to your seats, book of business, and volume.

Pricing

Start with one module, or run the full platform

EbixMeridian is licensed per module with enterprise pricing tailored to your book of business, seats, and volume. Every engagement starts with a working demo on your own scenarios.

Private Equity

For fund managers and advisors running offerings, commitments, and distributions.

Custom pricingper module · per seat · by volume
  • Offerings & deal-flow management
  • Commitments, capital calls & distributions
  • Investor portal with documents & K-1 / 1099
  • Role-based access control
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Most popular

Complete Platform

Both modules on one seamless platform — the way EbixMeridian is meant to run.

Custom pricingper module · per seat · by volume
  • Everything in Private Equity
  • Everything in Financial Advisory
  • One login, one data model, one audit trail
  • Priority onboarding & support
Book a demo

Financial Advisory

For advisory practices running holistic retirement planning at scale.

Custom pricingper module · per seat · by volume
  • Client profiling & financial snapshot
  • Goal planning, cashflow & gap analysis
  • Estate planning & advisory reviews
  • Client-ready financial plan reports
Talk to sales

Need even more platform? The full MoneyWare suite — portfolio management, order and trade management, client reporting, and more — is available to firms that want it.

About the MoneyWare suite

How EbixMeridian engagements work

1
Working demo

We walk your team through the platform on scenarios from your own book.

2
Scoped proposal

Module mix, seats, data migration, and integrations — priced for your practice.

3
Guided onboarding

Masters configured, data imported via Excel, roles and permissions set up with you.

MoneyWare team working with an advisory firm
Day 1
A working demo, not slides
1:1
Guided onboarding
How We Engage

A partner, not a vendor.

Enterprise software is only as good as the people standing behind it. Every EbixMeridian engagement is run by a team that has onboarded advisory firms and financial institutions for two decades — from the first demo to the day your clients log in.

Your data, migrated

Masters configured and your book imported via Excel — with our team, not a manual.

Your roles, modeled

Fund managers, advisors, and clients set up with the permissions your practice runs on.

Your brand, applied

Logo, colors, and portal identity configured before your first client ever signs in.

Start with a demo
on your own scenarios

Every engagement begins with a working walkthrough — no generic slideware, your actual use cases.

Request a demo