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Lending, Asset & Wealth Management

The Lending, Asset & Wealth Management Exchange delivers end-to-end portfolio, advisory,
and back-office technology on one consistent stack.

Lending, Asset & Wealth Management Solution empowers financial institutions with cutting-edge technology across the banking, finance, telecommunications, and investment domains. Our lending suite automates originations, receivables, debt, and credit management, enhancing efficiency and compliance. In Wealth and Asset management, our award-winning MoneyWare® platform delivers comprehensive solutions for CRM, risk portfolio, and revenue management. These solutions are widely deployed across India, with the growing presence in the Gulf Cooperation Council (GCC) and Southeast Asia, supporting multi-entity, multi-currency operations. Further, the open integrations connect to core banking, custodians, market data, identity/SSO, and BI. Embedded controls and audit trails help firms meet evolving regulatory expectations while keeping operating risk in check.

500+

Clients

60+

Wealth & Asset Management Companies

No. 1

Provider of Electronic Trading Software

400+

Lending Solutions Installations

No. 1

Private Banking Solution Provider

500+

Clients

60+

Wealth & Asset Management Companies

No. 1

Provider of Electronic Trading Software

400+

Lending Solutions Installations

No. 1

Private Banking Solution Provider

Flagship Solutions

within the Lending, Asset and Wealth Management

Lending Solutions​​

Lending Solutions​​

Lending Solutions automate the entire lending lifecycle—from origination to receivables, debt, and credit management—improving efficiency, compliance, and cost savings. ​​

Wealth & Asset Management​

Wealth & Asset Management​

Ebix Wealth & Asset Solutions has a market leadership in the Wealth, Asset, and Portfolio Management business across India, the Middle East and Africa, APAC, and Europe.​

Capabilities

Asset Management
Credit and Risk Management
Investment Reporting
Lending Lifecycle Management
Loan Origination
Portfolio Administration

Built for

Asset Managers
Banks
Investment Firms
Lending Institutions
NBFCs
Wealth Managers

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