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.
Ndex integrates effortlessly with existing back-office systems and supports multi-custodial access. Ndex is the #1 independent, multi-custodian application in Canada.
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.
We are the only fully independent wealth management platform in Canada.
We have grown to support over 1000 firms, managing over $150 billion in assets for more than 10 million individual clients.
Our platform’s unique approach offers a combination of flexibility, scalability and robustness to service a diverse line of businesses.
Our clients range from independent brokers, to family offices, to major wealth management firms.
We have chosen Ndex as our preferred service provider due to your customizable solutions, integration with third-party data, and ease of use.
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.
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.
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.