Business Operations – Efficiency and Compliance

 

  

Ndex gives financial institutions an extreme control of Business Operations Ndex will help you maximize your business operations.

 

 

 

 

 

 

 

 

Back Office Systems Integration

 

Ndex interfaces seamlessly with all major back office systems. Further, it allows Single Access to multiple custodians therefore allowing the consolidation of client reporting and management irrespective of where their assets are held.


Ndex interacts directly with custodians’ order management systems. Real time portfolio trading integrates seamlessly with Ndex portfolio management. We support all major file formats, allowing immediate access to historical data, calculations and gain/loss reporting.

 

 

Back Office Management

Ndex is designed to accommodate all of your business operations needs. We have included many features not available on most legacy systems including off book asset management, house holding, custom portfolios, portfolio modeling and custom securities management. 

 

 

Fee Management

With automated fee management, create an infinite number of fee plans to suit every fee scenario, including fee splitting, rebates, high watermark based computation and all variations of tiered and cascading rate schedules.  Create personalized client invoices and detailed reports for management reconciliation.

 

 

Compliance and Security

Utilized our customizable KYC questionnaire. Get automatic notifications of updates or deviations from business model targets. Control transaction risks from inception by managing user roles and access. Ensure trade compliance prior to order execution. Ndex maintains a detailed trade, activity and access history for future reporting and reference.  Enforce application security through custom controls and access management. 

 

 

 

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

 

 

 

 

NEWS

 

TD Ameritrade Institutional - Ndex Integration 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”.

read more »