Plans and pricing.
The full platform from $149 per month for a solo practice, firm plans with included seats, and free client and investor portal access. No per-client fees, and enterprise agreements for larger organizations.
Plans and pricing
From $149 per month for a solo practice to firm plans with included seats. Client and investor portal access is always free. Every engagement starts with a working demo on your own scenarios.
Meridian Solo
The complete platform for a one-advisor practice. Less than most planning tools alone.
- 1 advisor seat, every module included
- Up to 25 client households · 1 active offering
- CRM, planning, insurance & annuity advisory
- Meridian AI on every workflow
- White-labeled client portal, free forever
Private Markets Essentials
For firms bringing their private-market business into one governed system.
- 2 advisor seats + 1 operations seat
- Up to 100 investor households · 5 active offerings
- Offering creation, documents & eligibility
- Commitments, capital calls & distribution tracking
- Investor dashboard, document vault & unlimited portal access
Meridian Complete
The full advisor operating system. One login, one data model, one audit trail.
- Everything in Private Markets Essentials
- Advisor CRM & client and household management
- Comprehensive financial planning & needs analysis
- Life & annuity advisory workflows
- Client portal & Meridian AI
Private Markets Professional
For firms running real offering volume, with automation and operational AI.
- 5 advisor seats + 3 operations seats
- Up to 500 investor households · branded investor portal
- Subscription-document automation & bulk communications
- K-1 / 1099 preparation & delivery workflows
- Fit analysis, document Q&A, exception workbench & APIs
The full MoneyWare suite is available. Firms that need portfolio management, order and trade management, or institutional client reporting can license the complete suite as they grow.
About the MoneyWare suiteThe assembled stack
Without a platform, a firm assembles this from separate vendors, each with its own login, its own data, and its own invoice.
Category ranges reflect published starting prices of leading tools in each category; totals exclude implementation and integrations. And the price is the smaller half of the argument: three systems means triple data entry and no single view of the client.
Additional seats
Investor and client portal access is always free. Your clients are never a line item.
Broker-dealers & larger RIAs
Custom agreements starting around $25,000 per year: multiple offices and tenants, SSO, custom integrations and compliance controls, dedicated implementation, and service-level commitments.
Talk to our enterprise teamFounding Advisor Plan. The first 25 firms receive Private Markets Essentials at $399 per month, with the rate locked for two years, in exchange for product feedback and reference participation.
Apply as a founding firmImplementation starts at $1,500 for Essentials and $5,000 for Professional; enterprise migrations are scoped individually. Identity and accreditation verification, e-signatures, payment processing, and tax-form filing are billed at cost.
How Ebix Meridian engagements work
We walk your team through the platform on scenarios from your own book.
Module mix, seats, data migration, and integrations, priced for your practice.
Masters configured, data imported via Excel, roles and permissions set up with you.
Onboarding is part of the product.
Enterprise software is only as good as the team standing behind it. Every Ebix Meridian engagement is run by people who have onboarded advisory firms and financial institutions for two decades, from the first demo to the day your clients log in.
Masters configured and your book imported via Excel, working alongside our team rather than from a manual.
Fund managers, advisors, and clients set up with the permissions your practice runs on.
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 on your actual use cases, not generic slideware.