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Ndex's key features

  

 

 

The Ndex platform offers a full array of state of the art features:

 

 

 • PORTFOLIO MANAGEMENT                                      

• COMPLIANCE

• MULTI-CUSTODIAL ACCESS                                    

• CLIENT RELATIONSHIP MANAGEMENT (CRM)

• SEAMLESS BACK OFFICE INTEGRATION               

• ADVANCED REPORTING & BATCH REPORTING

• SECURITIES AND ORDER MANAGEMENT              

• ELECTRONIC TRUE CUSTOMER PROFILE

• BROKERAGE                                                                

• GROUPED (POOLED) AND MUTUAL FUNDS 

• TRADING & BATCH TRADING 

 

 

 

Portfolio Management ... your way!

 

If you are… an Administrator
Activity log, Access management, Firm properties, Activity management, Households, Custom and off book portfolios, Advanced searches and custom lists, Fee management, Security management, Batch reporting,  Custom KYC, Compliance reporting, CRM, and much more!

 

If you are… a Broker
Portfolio Management, Individual and batch reporting, Trading and real-time quotes, Real-time portfolio updates, CRM, households, Custom list management, Virtual/custom/ and off book portfolios, Client account information, Performance reporting, forever activity and report retrieval, Commission reports, Concentration and asset allocation reports, Operational requests, and much more!

 

If you are… a Branch Manager
Supervised trading, Trading limits authorizations, Activity reports, Trading and real-time quotes, Real-time portfolio updates, CRM, Custom list management, Virtual/custom/ and off book portfolios, Client account information, Performance reporting, forever activity and report retrieval, Commission reports, Concentration and asset allocation reports, Operational requests, and much more!

 

If you are… a Discretionary Manager
Grouped management, Portfolio modeling with targets and tolerances, Portfolio rebalancing, Batch trading, Fee management, Custom client statements and reports, Portfolio Management, individual and batch reporting, CRM, Custom list management, Virtual/custom/ and off book portfolios, Client account information, Performance reporting, forever activity and report retrieval, Security management, Custom KYC and IPS reporting, and much more!

 

If you are… an on-line Client
Portfolio review, Quotes and charts, in-depth securities view, forever activity and report retrieval, CRM portal and much more!

 

If your are… a Family Office
You can consolidate your investments under one roof making use of Ndex’s “Off Book” capabilities. You can also use Ndex to capture and track non-market Investments such as Real Estate, Private Placements, Farms, Equipments, etc., to get a comprehensive picture of “Net Wealth”. You can also generate tax helpful reporting such as Interest Income, Gain/Loss reports, etc., as all the reports and functions available with Ndex are also available for Off Book transactions.
 

    
You can click on the following links for more information or CONTACT US today:

 

 

 

CLIENT RELATIONSHIP MANAGEMENT (CRM)

 

We, at Ndex, understand that taking care and improving your relationships with your investors are a crucial part of your business. In this sense, this feature of the platform offers extensive functionalities to help you accomplish your day-to-day work in regards to Client Relationship Management (CRM). It handles tasks like following up on prospective clients, searching a client’s portfolio, consolidating a family of portfolios into a household, contacting clients with maturities approaching their term and generating batch reports. The CRM also allows direct investor access (Client Portal), it has a Client Communications tool, it interfaces with Outlook™ and it is your own secure intranet. READ MORE ...

 

 

 

BUSINESS EFFICIENCY AND COMPLIANCE

 

 

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  fees, corporate actions, securities, order entry, and more. READ MORE ...

 

 

 

ELECTRONIC TRUE CUSTOMER PROFILE (eTCP)

 

 

Wouldn’t it be great if you could capitalize on your investors’ actual investment behaviour to offer them exactly the financial products they want? That’s exactly what we, at Ndex, have been doing by developing the only profile-based wealth management platform on the market which tracks and capitalizes on investment behaviour using patented True Customer Profiling (eTCP) principles. READ MORE ...