Data Utility Services

Powered by data, Optimized through automation

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.

Data Aggregation

Capture financial data from any source: - custodian direct feeds, web-portals, PDF statements, custom Excel templates. All fed into one unified application.

Data Normalization

Our patented technology ingests, reconciles and normalizes data for reporting, exporting and analytics. Ndex ensures consistency across all sources and data formats.

Data Utility

Once the data has been processed, export it to ANY downstream third-party application.

REST APIs

Turn Ndex into your proprietary financial services engine.  Apply your firm’s customized, branded interface onto our platform in order to complement your existing processes and seamlessly meet the diverse needs of your clients. We’ll take care of the rest.

ndex rest api
ndex api

Examples of outputs

Download other examples of what can be done

ACCESS ANYWHERE

Our web-based application allows you to work seamlessly from any location.

1.

COMPLETE DATA INTEGRATION

More than 20 years in market - Ndex has created the industry’s largest platform in order to effortlessly collect client data from any source and format it to deliver to your existing applications and / or to the Ndex Dashboard.

2.

ROBUST REPORTING ANDRECONCILIATION

Provide your clients with a better understanding of their finances, reconcile taxes in a cost-effective and efficient manner, and define a clear-cut path.

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