Platform Overview
Experience the Ndex difference; rather than bolting together various technologies to support multiple business needs, we provide an intelligent, consolidated single platform for your entire business line today and your new ventures tomorrow.
Immediate cost savings
Ndex cuts your costs by providing intelligent trade routing, automated compliance, batch trading and advanced reporting features that will immediately reduce back office expenses and improve operational efficiency.
Increased revenue through customized service
Using Ndex’s patented eTCP™ profiling capabilities to align the client’s KYC objectives with his investing bias, you can provide customized service to all your clients, irrespective of your size, thus improving service quality and driving more activity through client accounts.
CFAI compliant business tools
Ndex's CFAI compliant portfolio management tools support retail brokerage, asset management and mutual fund dealerships to create a single platform for both IDA and MFDA business.
The Ndex Wealth Management Solution
Ndex provides business solutions that support the entire wealth management chain. Ndex uses technology tools to create a client profile that helps retain clients and assets under administration. Through its wealth management platform, Ndex guarantees customers immediate cost savings due to operational efficiencies as well as increased revenue through intelligent client data management.
Fully CFAI compliant, the Ndex solution was designed to support the entire wealth management chain for retail and institutional portfolio management and rendering the entire advisory channel electronic from opening an account to placing a trade. If you wish to expand your current activities as a full service broker to add other business lines such as mutual funds dealerships or online brokerage, all additional functions are ready to be turned on. This is made possible by Ndex’s new approach of integrating back office to front office technology. Simple to use, set up and maintain, configuration and training are minimal and back office connectivity transparent.
Order entry is integrated within the application eliminating the need to switch terminals to process orders. Full trade history is retained for each security. Ndex allows institutions to build upon the expertise of people within the firm to do the tasks they were hired to do, all the while putting tools in their hands enabling them to do so.
What do you get with the Ndex Wealth Management Solution?
The platform provides a vast array of customizable features that can be configured at the flip of a switch. These features are designed to automate daily tasks, providing immediate costs savings to your business.
Ndex is “first to market” with a truly web-based, integrated front to back office system.
Ndex has created the only profile-based wealth management platform on the market which tracks and capitalizes on investment behaviour using patented True Customer Profiling (eTCP) principles.
The Ndex application is fully scalable and adapts to any existing back office system. Get your products and services to market now at a fraction of the cost of a proprietary system.
Complete 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.
CRM Capabilities
Full array of features, including household consolidation, customized client lists, quick searches and batch client reporting in PDF format for easy updates to clients.
Automated Compliance
Online KYC processing allows you to store and track an investor’s investment objectives, highlighting discrepancies from stated objectives at the account and client levels making corrective action easier to track and enforce a firm’s recommended models.
Fee Management
Fully flexible commission and fee management component, capable of working across accounts to produce accurate fee reporting.
Corporate Actions
A single entry from your operations department will adjust book value of the selected security for all positions held within your institution.
Securities Management
Ndex gives you the ability to categorize securities by sector, industry, credit rating, risk and your custom set of parameters.
Trade Order Management
Ability to process batch trades and rebalance a large number of portfolios on both sell and buy-side as per investment models.
Management Reporting
Reports for the advisor, branch manager and head office are available for income, compliance, trading activity and asset allocation monitoring.
Take a look at the Ndex Flyer « Wealth Management, Your Way! »
Take a look at the Ndex Brochure « Experience the difference »
CONTACT US to learn more on how you can benefit from our services or to get a demo.
