Ebix Launches Ebix Meridian Platform for U.S. Financial Advisory Firms

Ebix, Inc. has announced the debut of Ebix Meridian, a new operating platform designed for financial advisory firms in the United States. The platform consolidates key services, including wealth management, private markets, retirement planning, and insurance advisory, into a single interface.

Ebix Meridian incorporates embedded artificial intelligence capabilities intended to streamline operations and enhance client services. The company stated that pricing for the platform begins at $149 per month, aiming to make it accessible for smaller firms as well.

The technology offers a comprehensive solution for the needs of financial advisory firms, seeking to simplify complex processes and provide better visibility into client data. The launch took place in Johns Creek, Georgia.

Ebix has previously developed similar technology solutions for global markets. The introduction of this new platform is expected to strengthen its position within the U.S. financial technology sector.