ADVANTAGES OF USING NDEX

Access from anywhere

Integral Web Application

Ndex’s entirely Web-based service lets you work from multiple offices, multiple branches, etc. In addition, being a Web service extends your offerings outside the office and creates a unified and consistent database you can access from anywhere, anytime…with an Internet connection.

- No desktop software installation on your work stations

- No data backup needed

- No need to update/upgrade it

- No IT maintenance

- Not complicated

- An internet connection is all you need

- Save yourself the time. Save yourself the hassle

Consolidated Statements

Multi-Custodial Support

Ndex integrates perfectly with existing back office systems and supports multi-custodial access. In fact, it is the only application on the Canadian market that supports so many custodians and offers so many multi-custodial functionalities.

Simultaneous access to multiple custodians is critical as you can generate consolidated account statements, even though these accounts may be residing with different custodians.

Tired of being just a number?

Personalized Customer Care

- Experience Ndex’s personalized and dedicated customer care where you are treated like a member of the ever growing Ndex Family.

- At Ndex, your concerns do not remain unanswered. In fact, they are on the top shelf of our staff’s priorities and our dedicated teams are easily and rapidly mobilized to assist you.

- Ndex resolves in a matter of hours and days what could take other companies months and years to achieve. This shows you to which extent our clients’ needs are important to us.

NDEX NEVER TAKES YOU FOR GRANTED

Integrated by design

“Advisors who use integrated core applications are, on average, 30% more profitable.”

2007 AICPA/Moss Adams CPA Financial Planning Practice Study

- Ndex is totally integrated, contrarily to other platforms which need to be used in conjunction with third party applications – portfolio analysis and modeling, trading, reporting, CRM, quotes services, etc. – in order to provide proper portfolio management to advisors.

- Ndex is offered as one whole package, contrarily to the majority of portfolio management solutions companies who sell their applications in form of modules – trading module, reporting module, CRM module, etc.

- Do not be fooled; no matter what vendors say, having a multitude of third party products always causes integration issues. It also requires more maintenance and more employee training. Various platforms and interfaces result in inefficiencies due to focus being placed on data inter-platform reconciliation rather than data capitalization.

- Even when all the modules come from the same provider, they may seem to be integrated, but in fact, they have different architectures and interfaces and this is the source of multiple integration issues.

- Ndex was built from the ground-up with one architecture, one interface and with one specific purpose: to provide you all the necessary tools – and more – to be the best at what you do: managing your investors’ funds.

Ndex is all you need for your daily Wealth Management activities.

Tired of Integration issues?

- Try portfolio management’s first totally integrated solution. Ndex guarantees its users less integration issues because of its unique architecture.

- One interface. One architecture. No integration problems.

- You don't need to buy any other modules;

Ndex is the perfect solution!

CONTACT US to learn more on how you can benefit from our services or to get a demo.

NEWS

Official launch of Ndex systems’s New Website!

Ndex Systems Inc. has been in business since 1999, devoted to the development of intelligent software for the financial industry. Its state of the art products are used by a number of domestic and international financial institutions seeking to improve … Continue reading → read more »