Ebix launches Ebix Meridian, an operations platform for independent advisory firms in the U.S., starting at $149 per month

Ebix has launched Ebix Meridian, an operations platform for independent advisory firms in the U.S. that brings client management, financial planning, private markets, and insurance advisory together in a single environment. It includes Meridian AI and starts at $149 per month. Built on Ebix MoneyWare, which serves more than 300 institutions in 17 countries, the platform offers an eight-factor retirement readiness score, Monte Carlo cash flow projections, and end-to-end private markets management. It is now officially available in the U.S. Customer data is not used to train models.