Meridian launches Portfolio Lens →
Global private banking towers
Ebix Meridian

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 Ebix Meridian is built on.

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300+

Financial institutions worldwide

17

Countries served

#1

Private banking solution (IBS Intelligence)

20+ yrs

In production, front to back

Ebix MoneyWare
The wealth & asset management platform
Wealth Management
Portfolio Analytics
Risk & Compliance
Reporting & Insights
Banks
Financial institutions & private banks
Advisors
Financial advisors & wealth managers
Customers
Retail & high-net-worth clients
Partners
Fintechs & third-party integrations

Built for scale and performance

MoneyWare is engineered to help financial institutions simplify complex investment operations while ensuring flexibility, scalability, and operational efficiency. One platform serves every audience in the chain, from the bank to the end client.

Multi-asset support
Multi-currency processing
Cloud & on-premise deployment
API integration
Workflow automation
Configurable business rules
Real-time dashboards
Role-based security
Mobile ready
Enterprise reporting

The full MoneyWare suite

MoneyWare covers the complete front-to-back office, supporting discretionary, non-discretionary, and advisory services. Ebix Meridian packages the Private Markets and Financial Advisory modules from this suite for US advisory firms, alongside advisor CRM, client intake, needs analysis, and client 360. The full suite is available to firms that need the rest.

01

Client Management

Onboarding, KYC, household structures, and relationship management for every client tier, from mass affluent to ultra-high-net-worth.

02

Financial Advisory

Goal-based planning, cashflow projection, gap analysis, and estate planning, included in Ebix Meridian today.

03

Portfolio Management

Discretionary, non-discretionary, and advisory portfolio management with model portfolios, rebalancing, and performance attribution.

04

Order & Trade Management

Trade order capture, routing, allocation, and settlement across asset classes, with pre-trade compliance checks built in.

05

Transaction Management

Subscriptions, redemptions, capital calls, distributions, and corporate actions, with every movement recorded and reconciled.

06

Compliance & Risk

Suitability, exposure limits, regulatory reporting, and audit trails. Governance is embedded in every workflow rather than bolted on.

07

Revenue & Incentive Management

Fee schedules, billing, advisor incentives, and revenue analytics, so the business side of the practice runs on the same rails.

08

Client Portal & CRM

White-labeled client portals, advisor CRM, and communication workflows: the relationship layer across the whole suite.

09

Analytics & Reporting

Client statements, management dashboards, and regulatory reports, with one data model feeding every view of the business.

Included in Ebix Meridian:Private Markets, Financial Advisory, advisor CRM & intake, needs analysis, and client 360, with the rest of the suite available through the full MoneyWare platform.

Trusted by leading financial institutions

MoneyWare was not built for a product launch. It has carried private banks and asset managers for twenty years, and that pedigree stands behind every Ebix Meridian screen: the workflows, audit trails, and data model were hardened at institutional scale long before they reached your practice.

300+ institutions, 17 countries

Private banks, asset managers, brokers, and family offices across Asia, the Middle East, Africa, and beyond run their wealth business on MoneyWare.

Ranked #1 by IBS Intelligence

Rated the #1 global private banking solution three years in a row, and featured in Gartner's wealth management research.

Deployed at leading banks

Institutions like State Bank of India and Kotak Mahindra, organizations where scale, uptime, and auditability are non-negotiable.

Relationships measured in decades

Institutions that adopt MoneyWare tend to stay on it for a decade or more. Platforms don't keep banks that long unless they keep working.

Part of the Ebix family

MoneyWare is built by Miles Software, part of Ebix, a global on-demand software group serving insurance and financial services.

Risk management and regulatory compliance

The platform continuously monitors portfolios to ensure regulatory compliance while delivering advanced investment analytics for informed decision-making. The same controls stand behind every Ebix Meridian workflow.

Pre-trade compliance
Post-trade compliance
End-of-day compliance
Portfolio risk analysis
Liquidity monitoring
Benchmark comparison
Performance attribution
Market risk monitoring
Data security
Regulatory compliance
Audit & risk
Access control
Industry standards
Professional working inside the MoneyWare platform
1000s
Daily professional users
20 yrs
Of daily-use refinement

Refined by twenty years of daily use.

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 Ebix Meridian ships with.

The advisor edition of the suite

Institutional platforms have always meant institutional overhead. Ebix Meridian 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.

See the MoneyWare foundation
in a working demo

See what twenty years of private banking infrastructure feels like when it is packaged for your practice.

Request a demo