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.
Capture financial data from any source: - custodian direct feeds, web-portals, PDF statements, custom Excel templates. All fed into one unified application.
Our patented technology ingests, reconciles and normalizes data for reporting, exporting and analytics. Ndex ensures consistency across all sources and data formats.
Once the data has been processed, export it to ANY downstream third-party application.
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.
Our web-based application allows you to work seamlessly from any location.
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.
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.
20-YEAR COMMITMENT to innovation
200+ CUSTODIANS across North America
5 PATENTS focused on building in-depth investor profiles, modeling and structuring portfolios tailored to individuals, and aggregating investment data from infinite sources into a single application to produce state-of-the-art reports and reconciliation calculations
EXTENSIVE PARTNER COMMUNITY representing Financial Planning; Market Quotes and Research; Performance and Risk Analytics; and Accounting
NDEX GUARANTEES IMMEDIATE COST SAVINGS AND AN OPPORTUNITY TO INCREASE REVENUES QUICKLY
TO LEARN MORE OR SCHEDULE A DEMO CONTACT US: INFO@NDEXSYSTEMS.COM, OR CALL +1 514-288-0908 EXTENSION 202