Run the client relationship end to end.
From first intake to the annual review — CRM, comprehensive needs analysis, client 360, meeting mode, and a client portal that keeps every household engaged between meetings.
The advisor's day, on real screens
Actual EbixMeridian screens — the cockpit, the analysis, and the meeting itself.
Every client journey on one cockpit
Needs analysis, quotes, illustrations, proposals, suitability, order entry, and settlement — each stage tracked with a next best step, opportunity outlook, notes, and documents on a single client screen.
- Journey progress from intake to settlement
- Next-best-step guidance with draft alerts
- Opportunity outlook scoring per client
Gaps quantified, scenarios compared, coaching built in
Protection score, confidence score, net worth, and monthly surplus on one screen — with coverage gap analysis across life, disability, retirement, and education, three-scenario comparison, and advisor coaching prompts.
- Conservative, balanced, and aggressive scenarios
- Human-life-value and needs-based methods side by side
- Live summary: gaps, readiness, and risk profile
Present the plan in the room
One click turns the analysis into a client-facing presentation — walk the household through their gaps, scenarios, and recommendations without ever leaving the platform.
Clients see their plan, not a PDF
Every household gets a portal — their goals, coverage, documents, and progress, under your firm's brand. The plan stays alive between meetings instead of gathering dust in an inbox.
Ask the practice anything
A command bar and conversational analytics across the whole book — find a client, run a comparison, or ask a question in plain English and get an answer drawn from your own data.
- Command bar with search and actions (⌘K)
- Conversational analytics over the book of business
Actual product screens, shown as configured for APMC Financial Group — an advisory firm running on EbixMeridian. Your firm gets the same platform under your own brand.