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About Ndex Systems Inc.

Company Background

Ndex Systems Inc. has been in business, devoted to the development of intelligent software for the financial industry, since 1999. Our state of the art products are used by a growing number of domestic and international financial institutions seeking to improve their productivity and bottom line.

Our company remains to this day the only wholly independent Wealth Management technology provider in Canada (near all of our competitors are either fully owned, or largely subordinate to large financial institutions). We have grown to support over 200 firms, managing more than 9 million investor accounts, representing 95 billion dollars in total assets. Our platform's unique approach permits the cohabitation of several lines of business; from Full Service Brokers to Wealth Management Firms, and from Family Offices to Accounting Firms providing Tax reporting to individual investors. The breakthrough Ndex Fully integrated and reconciled Single and Multi-Custodial platform is designed to facilitate the daily workflow of client management, all the while enabling firms to capitalize on the best of breed services offered across various custodians. From its inception, the Ndex platform was designed to be adaptable. As a result, Ndex is positioned to service and expand its operations worldwide.

From the get go, our message has been consistent: we remain independent to ensure that we respond only to our clients' needs. This has allowed us to offer unparalleled client support and to develop the functionalities that our clients require in the most effective manner. The application you see today is the combined result of more than ten years of client stipulated requirements and recommendations, coupled with innovations driven by our dedicated and innovative work force made up of a team of engineers, developers, market analysts and client services personnel.  We are an important extension of your business.

Since 1999, we have put in place a best of breed Wealth Management platform while working diligently on laying the foundations of our ultimate vision: bringing to fruition a community of clients who together will benefit from each other’s knowledge and expertise and to whom we would be the technology provider of reference.    

Conclusion

Our competitors have frequently honoured us by “borrowing” several aspects of the Ndex offering. We, on the other hand, believe that leading innovation is our mission. To name a few, Entirely Web-based Portfolio Management Application, Multi-Custodial Support of the North American market – Canada, US and offshore –, Architectural Integration of the platform, and our latest eTCP – electronic True Customer Profile – patent are just some of the innovations that have kept us ahead for all these years. Continuous innovation is the drive of Ndex; this is what makes our uniqueness and allows us to offer intelligent value-adding solutions to our clients.