Ebix Launches Ebix Meridian, a New Operating Platform for U.S. Financial Advisory Firms

2 days ago

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Ebix, Inc. (2026, September 8). Ebix launches Ebix Meridian, a new operating platform for U.S. financial advisory firms. PR Newswire. https://www.prnewswire.com/news-releases/ebix-launches-ebix-meridian-a-new-operating-platform-for-us-financial-advisory-firms-302866153.html

Ebix launched Ebix Meridian, a new operating platform for independent U.S. advisory firms, now generally available in the United States at pricing starting at $149 per month.
Meridian is built on the foundation of Ebix MoneyWare, a wealth and asset management platform used by over 300 financial institutions across 17 countries.
The platform consolidates client management, financial planning, private markets, and insurance advisory into a single environment built on one client record, a single document vault, and a unified audit trail.
White-labeled client and investor portals are included at no extra cost.
Private markets capabilities cover the full lifecycle, from offering management through capital calls and distributions.
The financial advisory component generates a weighted Retirement Readiness Score for households, provides cash-flow projections with Monte Carlo simulation options, and supports intake, needs analysis, and multi-carrier life and annuity workflows.
Meridian AI embeds conversational client intake, portfolio analysis, document intelligence, and predictive scoring into advisor workflows, and the company states that client data is never used to train models and is never shared externally while the platform maintains SOC 2 Type II certification.

Knote: No mention of the custodial links or trading/rebalancing, but for an emerging advisor the prospects of a pre-packaged advisorOS that turns on and just plain works can be compelling.