Redefining Data Management and Utility for Over 20 Years

Ndex is the industry’s leading independent multi-custodial data utility and wealth management provider. Our dedication to innovation ensures that organizations can meet the ever-changing needs of the industry and their clients. Today, Ndex supports over 1,400 firms and 1,300 professionals managing +165 billion in assets for more than 14 million individual client accounts.
access data anywhere

Access Data Anywhere, Anytime

Ndex’s web-based application allows you and your team to seamlessly work on any device from any location.

complete data integration

Complete Data Integration

Ndex offers the industry’s largest platform to effortlessly collect client data from any source and format and deliver it to your existing applications.

robust reporting

Robust Reporting & Reconciliation

Ndex helps you better guide your clients to financial independence, efficiently and cost-effectively.

Clients include:

royal bank of canadainteractive brokerscharles schwab advisorsjp morgan chaselaurentian bankbroadridge
quotes about ndex
what ndex systems clients say

What Our Customers
Are Saying:

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We have chosen Ndex as our preferred service provider due to your customizable solutions, integration with third-party data, and ease of use.

Robert R.
President, Canadian wealth management firm
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F-Engine is feature-rich and flexible. It has all the functionality a wealth management firm could ever require. In addition, Ndex offers outstanding support during the implementation and initial configurations process as well as ongoing...I would not hesitate to recommend Ndex.

Thomas F.
Canada based investment advisor

Ndex has reimagined the entire wealth management lifecycle so that you can focus on what matters most - your client’s financial independence. We guarantee immediate cost savings and an opportunity to increase revenues quickly. Request a demo to learn more.