EbixMeridian

See what a client's portfolio is really holding, in minutes.

Upload any brokerage statement. Portfolio Lens reads it, looks through every fund, scores the portfolio, and hands you a client-ready review.

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See the advisor practice

From statement to review

From a prospect's statement to a professional, policy-aware review before the first meeting ends. No manual keying, no spreadsheet reconstruction.

Statement In, Analysis Out

Drop in a PDF, image, or CSV from any custodian. Holdings are extracted automatically, with no manual keying.

True Look-Through on Every Fund

Fund names resolve to ticker and category, then Lens looks inside each fund to its real asset-class mix. “Other / Unknown” disappears from your reports.

Four Portfolio Scores

Diversification, sector concentration, concentration risk, and cost, each with a plain-English summary an advisor can say out loud in a review.

Portfolio vs. Policy, Side by Side

Every holding is compared against the household's policy target, with per-position dollar drift and an explanation.

Yesterday's Statement, Today's Dollars

Choose your backcasting convention: hold shares constant, or hold allocation constant. Either way, an old statement gets a current value.

Answers, Not Spreadsheets

Ask natural questions: biggest single-holding risk, total fund cost, sector drift. Answers are deterministic, explainable, and grounded in the client's own data.

Inside Portfolio Lens

An actual analysis of a brokerage account in the advisor workspace.

Portfolio Lens in the advisor workspace

The portfolio score with the findings that matter most, then the full breakdown: allocation with a reported versus look-through toggle, geography, sectors, effective concentration, and projected cost. Every analysis is saved per account in the client file.

Score out of 100 with prioritized findings
Look-through allocation, geography, and sectors
Effective holdings from a concentration index
Ten-year projected cost against category medians
Build a proposal or client-ready report from the analysis

ebixmeridian.com/clients/portfolio-lens

Portfolio Lens analysis of a brokerage account: portfolio score, findings, look-through allocation, concentration, and cost

Actual product screens from the EbixMeridian advisor workspace, shown with sample data.

Built into the platform

Portfolio Lens is part of the EbixMeridian advisor platform. Every analysis lives in the client file alongside planning and advice, the CRM, and the client portal, so a statement review flows straight into the proposal, the plan, and the next meeting.

portfolio scores per analysis

300+

institutions run on MoneyWare

countries

See Portfolio Lens on a real statement

Bring a brokerage statement to the demo and watch the analysis run on it. Within one business day.

Request a demo