The Complete Wealth
Management Platform

Access and manage your clients' portfolios from anywhere, with ease, from a single dashboard.

Global, Portable Access

Global, Portable Access

Ndex extends your offering beyond the confines of an office, into the 21st century; anywhere at any time. Our entirely web-based application allows you to work seamlessly from any location.

Complete Data Aggregation

Complete Data Aggregation

Ndex integrates effortlessly with existing back-office systems and supports multi-custodial access. Ndex is the #1 independent, multi-custodian application in Canada.

Robust Reporting & Reconciliation

Robust Reporting & Reconciliation

Our comprehensive reporting and reconciliation tools will help you to provide clients a better understanding of their finances, reconcile taxes in a cost-effective and efficient manner, and define a clear cut path to financial independence.

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What Our Customers
Are Saying.

I have never worked with anyone as understanding to our (advisors) needs and have such "yes can do" and "get things done" attitudes as Ndex. Practically ever suggestion or request I've made has been implemented as no cost and quickly.

Michelle D.
Missouri based investment advisor

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

Ndex has been responsive in meeting changing industry and client requirements. Our longevity as a client speaks to our satisfaction with the Ndex product. We will continue to place our trust in Ndex to play a key role in meeting our system needs.

Donald H.
SVP Canadian investment & research firm

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
INTERACTIVE BROKERS USA ROYAL BANK OF CANADA NATIONAL BANK CORRESPONDENT NETWORK FIDELITY CLEARING CANADA INTERACTIVE BROKERS CANADA SCHWAB INSTITUTIONAL SERVICES

Become the hub of your client's financial future

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