Founded in 1999 by CEO Laurent Bensemana, Ndex Systems is the first wealth management platform that aggregates, normalizes, and reports on data from any source.
Today, Ndex is the only fully independent and multi-custodial wealth management technology provider in Canada, and SOC2 compliant. We help over 1,400 firms and 1,300 professional advisors manage +165 billion in assets for more than 14 million individual client accounts.
At Ndex, leading innovation is our mission. We introduced one of the first web-based portfolio management applications, provided multi-custodial management, designed a fully integrated platform and introduced Wealthpeer© based on our patented eTCPTM, (Electronic True Customer Profile). These are just a few examples of the modernizations that sets us apart in the field. Our unique products and customer commitment provide industry leading, value-added business solutions for our clients at a fraction of the cost of a proprietary system.
With the introduction of our unique product, Wealthpeer©, which utilizes our patented eTCPTM, Ndex provides a critical tool to accurately manage and market to increasingly tech savvy investors. Our system provides intelligent financial analysis based on your investor’s KYC self-perception, their actual behavior as evidenced in their investment portfolio, and their personal interests based on in-depth analytics. In addition, Wealthpeer© provides you an opportunity to network within the finance industry. Our clients have the ability to post profiles and link to other financial professionals, blogs, reviews, news, etc.
Founder and CEO Laurent Bensemana is the holder of four patents by the United States Patent and Trademark Office (USPTO), which focus on aggregating and harmonizing financial data from infinite sources into customized portfolios and profiles with specialized tools.
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Rigorous audit validates Ndex as a trusted financial service partner, which is crucial for highly regulated industries Ndex Systems Inc., provider of the only fully independent wealth management platform in Canada, announced it has successfully complete
Founded in 2015 as a spinoff of Ndex System Inc., Artiffex has developed the financial industry’s only automated solution for the reconciliation of investment portfolios. Artiffex’s SaaS and outsourcing services are trusted by accounting firms and family offices of all sizes across North America to save time and reduce costs.
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.