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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.

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.

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​​

Automates the entire lending lifecycle, from origination to receivables, debt, and credit management, improving efficiency, compliance, and cost savings across India, the Middle East, Europe, and Southeast Asia. ​​

Asset & Wealth Management​

Asset & Wealth Management​

Supports the investment lifecycle across wealth, asset, and portfolio management, improving operational efficiency, governance, and visibility across India, the Middle East and Africa, APAC, and Europe.​

EbixMeridian

EbixMeridian

EbixMeridian is the advisor edition of Ebix MoneyWare. Meridian runs across advisor practice and delivers a personal plan to every household: intake, needs analysis, client 360, insurance and annuity advisory, and white-labeled client portals in one system.​

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

EbixONE - Smart Navigator

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