Ndex Systems enhances the power of customer relationship management between financial advisors and their investor clients by providing household consolidation, customized client lists, batch reporting, on-line account opening, client risk profile and more.
AIMR Compliant Portfolio Management for Retail Advisors and Asset Managers: Consolidated views of client accounts, including performance measurement, custom reporting and access to historical data with multiple query capabilities and user-views. KYC processing allows to track and enforce firms recommended models leading to automated compliance . For both IDA and MFDA business.
Ndex Systems empowers financial and brokerage institutions to benefit from the integration of existing back office systems to compliance regulations with total management capabilities of flat fee, corporate actions, securities, order entry, and more.
Recent Press Articles:
"Client information - from front to back" on www.investmentexecutive.com
"Un logiciel montrealais connait du succes" on www.finance-investissement.com
"Qu'est-ce que Suna ?" on www.finance-investissement.com
Ndex Systems Inc. (Wealth Management Platform provider) press release Jan. 28, 2010
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