eTCP™: The Future of Intelligent Client Servicing

 

 

 

 

 

Something has been missing in Wealth Management Solutions …

 

 

Our devoted and talented employees have been working in developing a revolutionary and innovative approach to help you take wealth management servicing to a whole new level. 

 

 

 

 

Do Your Investors Know What They Really Want?

 

 

How can anyone know with certainty what an investor wants when he is not totally sure? It is in our human nature to want something today and a totally different thing tomorrow. 

 

Although a KYC questionnaire is helpful, more often than not, it is insufficient to understand your investor’s true “profile” when it comes to his investment references in today’s ever-changing world of finance. 

  

Maybe your investor saw something on the evening news or heard his colleagues talk about a promising new company? These events may totally change his investment patterns. This is what Ndex takes into consideration with Electronic True Customer Profiling.

 

With our revolutionary and patented eTCPTM technology, we have created the only profile-based wealth management platform on the market. We track and capitalize on an investor’s monitored behavior in order to most accurately propose an appropriate investment approach.

   

By offering your investors what they truly desire, our eTCPTM technology will help you to improve customer service, client retention and new client growth.

 

 

Let Ndex be a partner in helping you reach your business goals – drive revenue growth, increase assets under management, improve customer service and increase operational efficiency. 

 

 

 

 

CONTACT US to learn more on our patented eTCP technology and on how you can benefit from our services.

 

 

 

 

NEWS

 

Ndex Demo Video 

 

 

 

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Ndex is now a member of Interactive Brokers

 

Ndex is pleased to announce that it is now a member of “The Marketplace@IB”, a community that brings together third parties who have products and services to offer to Interactive Brokers customers. IB is the latest Broker Dealer to offer connection to Ndex’s “Portfolio Management Platform”.

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