Ndex's key features

  

  

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

  

            

§  PORTFOLIO MANAGEMENT         

§  FEE MANAGEMENT               

§  COMPLIANCE

§  MULTI-CUSTODY 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 

 

 

 

 

Customized Portfolio Management  

 

 

Regardless of your role or business size, Ndex will help you be more effective with the following fully integrated and automated features:



Administrator

Activity log, access management, firm properties, activity management, households, custom and off book portfolios, advanced searches, custom lists, fee management, security management, batch reporting,  custom KYC, compliance reporting and CRM.

 

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 and operational requests.


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.

 

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. 


On-line Client

Portfolio review, quotes and charts, in-depth securities view, forever activity, report retrieval and the CRM portal. 


Family Office

Consolidate investments under one roof making use of Ndex’s off book capabilities. Use Ndex to capture and track non-market investments such as real estate, private placements, farms & equipment to get a comprehensive picture of net wealth. Simplify tax preparation through customized reporting including interest income and gain/loss reports. All reports and functions available with Ndex are also available for off book transactions.

 

    


CONTACT US today for more information.

 

 

 

 

CLIENT RELATIONSHIP MANAGEMENT (CRM)

 

We understand that building and maintaining trusted investor relationships is crucial to your business. Ndex’s Client Relationship Management (CRM) system provides robust functionality to help you serve your clients. Our CRM capability makes it easy to search a client’s portfolio, follow up with prospective clients, consolidate portfolios, identify clients with maturities approaching their term and report on assets under management. Create customized client lists. Track important dates with the built in agenda and calendar. READ MORE ...

 

 

 

BUSINESS EFFICIENCY AND COMPLIANCE  

  

Ndex gives financial institutions an extreme control of Business Operations Ndex will help you maximize your business operations. 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 have been working on, and we have now 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.  READ MORE ...