About Us

The Company

Founded in 1999, Ndex Systems Inc. has been solely devoted to the development of industry leading wealth management software for the financial industry. Our state-of-the-art product improves both productivity and profitability for financial professionals worldwide.

ndex systems company

Our company is the only fully independent & multi-custodial wealth management technology provider in Canada. We have grown to support over 1000 firms managing +$150 billion in assets for more than 10 million clients. Our platform’s unique approach offers the flexibility and scalability to service a diverse line of business. Our clients range from independent brokers and family offices to major wealth management, brokerage, and accounting firms.

‍Ndex’s fully integrated system supports both single and multi-custodial platforms. Our best-in-class design supports portfolio management, CRM, securities management, trade order management, compliance, fee management, operations, reporting, and tax reconciliation for our clients. Ndex’s adaptable platform is well positioned for expansion and supports operations worldwide.

Our solution is designed to support the full wealth management lifecycle in a single, easy to use system. It has been proven to improve operational efficiency and effectiveness. Ndex allows institutions to build upon the expertise of their employees while supplying the tools to help them succeed.

‍At Ndex, we are committed to remaining independent to ensure our ongoing, unparalleled customer support. We strive for excellence and efficiency in developing software to support our clients’ business growth. Our system is the combined result of over 20 years of client-specific requirements and recommendations coupled with innovations driven by our dedicated and pioneering team of engineers, developers, market analysts and client services personnel. We are an important extension of your business. At Ndex, your success is our success.

ndex systems company

Innovating into The 21st Century

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.

Patents

To date, the founder of Ndex Systems Inc. is the holder of 3 patents by the USPTO (United States Patent and Trademark Office) which focus on building in-depth investor profiles, modeling and structuring portfolios tailored to the unique needs of each individual, and aggregating and harmonizing investment data from an infinite number of sources into a single application to produce state of the art reports and reconciliation calculations. Click the links below to see and read about each one.

System and method for creating a true customer profile
System and method for anonymously matching products or services with a consumer
System and method for anonymously matching products or services with a consumer (continuation of 8311927)
Method and system for building an enhanced investment portfolio
quotes about ndex

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

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 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
FIDELITY CLEARING CANADA ROYAL BANK OF CANADA INTERACTIVE BROKERS USA TD AMERITRADE INSTITUTIONAL SCHWAB INSTITUTIONAL SERVICES INTERACTIVE BROKERS CANADA

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