Ndex’s web-based application allows you and your team to seamlessly work on any device from any location.
Ndex offers the industry’s largest platform to effortlessly collect client data from any source and format and deliver it to your existing applications.
Ndex helps you better guide your clients to financial independence, efficiently and cost-effectively.
With Ndex, your employees have the tools they need to improve operational efficiency and better serve your clients.
Our solution combines continuous client feedback with Ndex’s pioneering engineers, developers, market analysts, and client service personnel.
Today, we offer the only single, easy-to-use system that supports the entire wealth management lifecycle.
Ndex’s fully integrated system and best-in-class design support both single and multi-custodial platforms; portfolio management, CRM, securities management, trade order management, compliance, fee management, operations, reporting, and tax reconciliation for our clients.
Capture financial data from any source - custodian direct feeds, web-portals, PDF statements, custom Excel templates - into one unified application.
Our patented technology ingests, reconciles, and normalizes data from any source for reporting, exporting, and analytics.
Our REST API allow you to turn Ndex into your financial services engine.
Plug in your firm’s customized branded user interface into our platform to export data to any downstream third-party application, or use the Ndex dashboard, and seamlessly meet the diverse needs of your clients.
We’ll take care of the rest.
