Ebix Launches Ebix Meridian: A New Operating Platform Targeting U.S. Financial Advisory Firms
Ebix has launched its new platform, Ebix Meridian, aimed at independent financial advisory firms in the United States. Built on the foundation of Ebix MoneyWare—a wealth and asset management system used by over 300 institutions—Meridian integrates client management, private markets, retirement planning, insurance advisory, document vaults, and audit trails into a single environment. The platform introduces an AI layer designed to streamline advisor workflows while maintaining data privacy and SOC 2 Type II certification. Priced at $149 per month, Ebix Meridian aims to make advanced financial tools accessible to smaller firms that traditionally rely on multiple systems for different functions. It offers features such as a Retirement Readiness Score, Monte Carlo cash-flow projections, multi-carrier insurance workflows, and AI-assisted meeting preparation. The platform also supports private market lifecycle management with audit trails integrated into client financial plans. Ebix CEO Gagan Sethi emphasized that Meridian represents one of the company's most significant product launches in recent years, combining institutional-grade technology with modern tools tailored for independent advisors.
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Topics: AI integration insurance advisory private markets retirement planning wealth management