Who We Serve

Our platform’s unique approach offers the flexibility and scalability to service a diverse line of businesses. Ndex works with a range of clients around the world, from independent advisors and family offices to major wealth management, brokerage, and accounting firms.

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:


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

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
ndex testimonial

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