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Lending, Asset &
Wealth Management

The solution delivers end-to-end portfolio, advisory, and back-office technology on one consistent stack.

Lending, Asset & Wealth Management empowers financial institutions with market-leading technology across the banking, finance, telecommunications, and investment domains. Its lending suite automates origination, receivables, debt, and credit processes, enhancing operational efficiency and regulatory compliance.

Our Key Clients and Partners

Clients
500+
Wealth & Asset Management Companies
60+
Provider of Electronic Trading Software
No. 1
Lending Solutions Installations
400+
Private Banking Solution Provider
No. 1

Solutions built
around your business.

Loan Origination & Credit

Connect applications with credit decisions.

Support origination and credit management within the lending lifecycle. Give financial institutions connected processes for new lending business and ongoing administration.

Lending Solutions

Supporting platforms

Lending Solutions

Capabilities
across your operations.

Lending, Asset & Wealth Management
  • Asset Management
  • Lending Lifecycle Management
  • Credit and Risk Management
  • Loan Origination
  • Investment Reporting
  • Portfolio Administration
Case studiesArticles

Built for your role.
Across lending and investment.

Banks · Wealth Managers · Asset Managers · Investment Firms · Lending Institutions · NBFCs

Connected lending, asset & wealth management workplaces showing banks, wealth managers, asset managers, investment firms, lending institutions, nbfcs.
Select your role to see what you can do.

Lending, Asset & Wealth Management ecosystem

On a phone, swipe across the illustration to explore the detail.

Its award-winning MoneyWare® platform provides comprehensive solutions for Asset and Wealth Management, PMS, Custody, Trust Banking, Compliance, LAS, CRM, portfolio risk, and revenue management. Widely deployed across India, the platform has a growing presence in the Gulf Cooperation Council (GCC) and Southeast Asia, supporting multi-entity and multi-currency operations. Open integrations connect with core banking systems, custodians, market data, identity/SSO, and BI platforms. Embedded controls and audit trails help firms meet evolving regulatory requirements while maintaining operational oversight.

EbixONE

AI across your
lending and advisory work.

Our financial services AI work supports credit analysis, portfolio conversations and adviser decisions.

Credit analysis

AI-powered credit analysis extracts and reconciles financial documents to support multi-year credit scoring and risk insights.

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Portfolio inquiries

MoneyWare AI capabilities include conversational portfolio inquiries, product guidance and voice agents for portfolio updates and risk alerts.

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Client meeting preparation

Ebix Meridian brings Portfolio Lens, offering-document intelligence, investor-fit analysis, planning scenarios and meeting preparation into the advisory workflow, with adviser oversight.

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Explore EbixONE AI initiatives
YOUR NEXT CHAPTER

Let’s build
something together.

Talk to our team ↗
Lending, Asset & Wealth Management

Questions,
answered.

Explore the products, the workflows
and where to begin.

EBIX ANSWERS1 / 10

What software connects lending, investment operations and financial advice?

These areas require different capabilities even when they serve the same financial institution. Lending software supports credit and account administration; investment platforms support asset and portfolio operations; advisory tools connect the practice around the client. Ebix’s portfolio includes lending solutions, asset and wealth management technology, and Ebix Meridian for advisor workflows, providing distinct starting points for each need.

Explore financial technology
EBIX ANSWERS2 / 10

What should a loan origination and lending management platform support?

A lending evaluation should follow the application through assessment and into the administration of receivables, debt and credit. Buyers need to map their products, operating rules and data handoffs across that lifecycle. Ebix lending solutions cover origination and ongoing lending administration, allowing financial institutions to discuss both new-business processes and the work that follows approval.

Explore lending solutions
EBIX ANSWERS3 / 10

How can lenders connect loan servicing with collections and receivables?

Servicing and collections need a consistent view of the account, outstanding amounts and operational follow-up. An evaluation should examine how teams share information and how the lending platform connects with financial systems. Ebix’s lending scope includes receivables, debt and credit management, supporting a discussion about the processes required after the initial loan origination.

Explore servicing capabilities
EBIX ANSWERS4 / 10

What software helps asset managers run portfolio and investment operations?

Asset managers need technology that supports the investment lifecycle and gives operations teams visibility into the records, entities and reporting they administer. Buyers should test their actual portfolio workflows rather than only reviewing dashboards. Ebix’s asset and wealth management offering supports investment administration, portfolio management, reporting and controls across its relevant modules.

Explore asset and wealth management
EBIX ANSWERS5 / 10

Can custody, portfolio risk and investment reporting be managed together?

Connected investment administration can bring custody records, portfolio oversight and reporting into a more coordinated operating environment. Buyers should define the assets, entities and control responsibilities involved. Ebix’s asset and wealth management modules include custody, trust banking, compliance, portfolio risk and investment reporting, with the appropriate scope determined by the organization’s operating model.

Explore investment operations
EBIX ANSWERS6 / 10

What software helps financial advisors manage client planning and engagement?

An advisory platform should connect client intake, needs analysis and the household record with ongoing advice and client communication. This helps the practice work from a consistent view of the client. Ebix Meridian, the advisor edition of Ebix MoneyWare, brings these activities together with insurance and annuity advisory and client portals in the advisor’s working environment.

Explore Ebix Meridian
EBIX ANSWERS7 / 10

How can AI help advisors review statements and prepare client meetings?

AI can assist by structuring information from client documents, preparing portfolio insights and organizing material for review meetings. Advisors should be able to inspect the source information and review proposed actions. Meridian’s published capabilities include Portfolio Lens for statement and holdings analysis, document intelligence, planning scenarios and meeting preparation connected to the client record.

Explore Meridian AI
EBIX ANSWERS8 / 10

How can financial institutions reduce manual work in corporate credit analysis?

A useful starting point is extracting and structuring financial information before analysts apply their assessment criteria. The process should retain supporting evidence so analysts can review the output. Ebix Latin America’s AI Credit Analysis offering supports financial document structuring and configurable corporate assessments, with applications for financial institutions and insurance organizations reviewing corporate credit.

Explore corporate credit analysis
EBIX ANSWERS9 / 10

Can a financial institution modernize one workflow without replacing every system?

A focused project can begin with a defined workflow if its data exchanges, dependencies and controls are mapped first. Establish what the existing systems will continue to do and what the new capability must provide. Ebix offers distinct lending, investment administration and advisor capabilities, allowing an evaluation to begin with the business area that needs attention.

Discuss your modernization priorities
EBIX ANSWERS10 / 10

How should lenders and wealth managers compare financial technology platforms?

Compare platforms against representative work, required users, operating markets and information exchanges. Lending administration, investment operations and household advice require different demonstrations and evaluation criteria. For an Ebix discussion, describing your organization, products and current systems helps identify the relevant platform and keeps the evaluation focused on the workflows and outcomes your teams need to support.

Talk to the financial technology team