About Ndex Systems Inc.




Company Background


Since 1999, Ndex Systems Inc. has been devoted to the development of industry leading wealth management software for the financial industry. Our state-of-the-art products are improving both productivity and profitability for financial institutions worldwide.


Our company is the only fully independent wealth management technology provider in Canada. We have grown to support over 250 firms managing $100 billion in assets for more than 10 million clients. Our platform’s unique approach offers the flexibility and scalability to service a diverse line of business. Our clients range from independent brokers and family offices to major wealth management and brokerage firms. 




Business Solutions


Ndex’s fully integrated system supports both single and multi-custodial platforms. Its best-in-class design supports Portfolio Management, Customer Relationship Management, Securities Management, Trade Order Management, Compliance, Fee Management, Operations and Reporting for our clients. Ndex’s adaptable platform is well positioned for expansion and supports operations worldwide. 


The Ndex solution is designed to support the full wealth management lifecycle in a single, easy to use system. It has been proven to improve operational efficiency and effectiveness. Ndex allows institutions to build upon the expertise of their employees while supplying the tools to help them succeed. 



Client Focus


At Ndex, we are committed to remaining independent to ensure our ongoing, unparalleled customer support. We strive for excellence and efficiency in developing software to support our clients’ business growth. Our system is the combined result of 15 years of client stipulated requirements and recommendations coupled with innovations driven by our dedicated and innovative team of engineers, developers, market analysts and client services personnel. We are an important extension of your business. At Ndex, your success is our success




Building an Investing Community       


With the introduction of our unique product, Wealthpeer©, which utilizes our patented “True Customer Profile”, eTCPTM, Ndex provides a critical tool to properly manage and market to increasingly tech savvy investors. Our system provides intelligent financial analysis based on your investor’s KYC (Know Your Customer) self-perception, their actual behavior as evidenced in their investment portfolio, and their personal interests based on web navigation history. In addition, Wealthpeer© provides you an opportunity to network within the finance industry. Our clients have the ability to post profiles and link to other financial professionals, blogs, reviews, news, etc.


As a result, Ndex is quickly building an online wealth management community and becoming a premier investing reference. By helping you to tailor financial management for each individual investor, Ndex will extend the scope and reach of your practice. Ultimately, it will benefit your clients with improved information guiding investment strategy toward the goal of preserving and growing wealth for the future. 




Continuous Innovation


At Ndex, leading financial industry innovation is our mission. We have introduced one of the first web-based portfolio management applications, provided multi-custodial management, designed a fully integrated platform and introduced Wealthpeer©  based on our patented eTCPTM, electronic True Customer Profile. These are just a few examples of the innovation that sets us apart in the field. Our unique products and customer commitment provide industry leading, value-added business solutions for our clients at a fraction of the cost of a proprietary system






Ndex Systems inc. has been granted two patents by the USPTO (United States Patent and Trademark Office).

Ndex is committed to the promotion of Responsible Investing by developing and supporting a financial social network. Our ultimate goal : become the investing community reference by associating an investor’s self-perception as expressed in their KYC, their actual behaviour as evidenced by their investment portfolio, and their personal interests as evidenced by their Web navigation habits. This is Ndex’s first patent, “True Consumer Profile”, registered in 2007.

The second patent, named « System and method for anonymously matching products or services with a consumer »,  enables Ndex to build Wealth Peer Financial Community Website, a community of financial professionals and investors based on true client servicing, reciprocity, trust, ethics and transparency ; it also helps our clients truly give your investors Financial products/services they need (according to their true profile).

To view and learn more about these unique patents, click on the following links:








Ndex Demo Video 







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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