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

Access Data Anywhere, Anytime

Ndex’s web-based application allows you and your team to seamlessly work on any device from any location.

complete data integration

Complete Data Integration

Ndex offers the industry’s largest platform to effortlessly collect client data from any source and format and deliver it to your existing applications.

robust reporting

Robust Reporting & Reconciliation

Ndex helps you better guide your clients to financial independence, efficiently and cost-effectively.

Wealth Management Software

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.

wealth management software

Data Aggregation

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

capture financial data from any source
complete data integration

Data Normalization

Our patented technology ingests, reconciles, and normalizes data from any source for reporting, exporting, and analytics.

Data Utility

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.

financial services engine

Ndex has reimagined the entire wealth management lifecycle so that you can focus on what matters most - your client’s financial independence. We guarantee immediate cost savings and an opportunity to increase revenues quickly. Request a demo to learn more.