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 their productivity and their bottom line.

Ndex Wealth Management Solution
Ndex provides business solutions that support the entire wealth management chain. Ndex uses technology tools to create a client profile that helps retain clients and assets under administration. Through its wealth management platform, Ndex guarantees customers immediate cost savings due to operational efficiencies as well as increased revenue through intelligent client data management. Fully AIMR compliant, the Ndex solution was designed to support the entire wealth management chain for retail and institutional portfolio management and rendering the entire advisory channel electronic from opening an account to placing a trade. If you wish to expand your current activities as a full service broker to add other business lines such as mutual funds dealerships or online brokerage, all additional functions are ready to be turned on. This is made possible by Ndex’s new approach of integrating back-office to front-office technology. Simple to use, set up and maintain, configuration and training are minimal and back office connectivity transparent. Ndex allows institutions to build upon the expertise of people within the firm to do the tasks they were hired to do, all the while putting tools in their hands enabling them to do so.

Our Vision:
To create a “Wealth Management Platform” designed to be fully integrated with the Ndex “True Customer Profile” principle, (here forth referred to as “eTCP” Electronic True Customer Profile).

Our Mission:
To fully capitalize on the Ndex: eTCP inferred, best of breed, fully and seamlessly integrated wealth management platform solution upon which the financial services sector may rely-on in order to better know, understand and service the needs and objectives of its corporate, professional and investor users.

Ndex’s eQuate Platform Solution has been specifically conceived to efficiently and effectively enable the financial services industry to manage, monitor and support itself, as well as its respective customers, all the while compiling information so as to capitalize on the full value inherent to “eTCP”.

Ndex chooses to distinguish itself from the market clutter and competition by introducing an Intelligence and Value-Added solution by means of “eTCP”.

About eTCP
Consumer-profiling systems available today rely on one of two consumer profiling methods: the first being based upon the observing of a consumer’s consumption behaviour in order to derive a profile for that consumer, and the second being the subjecting of a consumer to a questionnaire in order to establish that same consumer’s self perceived consumption profile.

Ndex, however was founded on the notion that consumer’s have a tendency of viewing themselves in one manner (….think of how you want others to view you), yet have an actual exercised consumption behavior reflective of a very different consumption profile (…think of your financial capabilities and actual needs). Therefore, Ndex was founded with the intent of enabling sales and marketing departments throughout commercial enterprises to commercially capitalize on the correlation between the self-expressed profile of a said consumer, with that of the actual consumption behaviour profile of that same consumer. The commercial value of deriving a consumer’s consumption profile based on eTCP principles is that of nothing short of being able to package a product or service offering in a manner that meets both the physiological needs inherent to a specific consumption activity, with that of the underlying psychological wants of the consumer exercising the consumption activity (… think Maslow hierarchy of needs).

Conclusion:
It is essential to retain in our forward vision, that Ndex has at its core the drive to not simply monitor and represent information, but rather to place information in an intelligent context; one that is relevant and pertinent to the viewer.

Generic, status quo information representation has no value in a world having free and virtually unlimited access to information. By capitalizing on its ability to bring intelligence to information representation, Ndex will distinguish itself from the mass of organizations leveraging their future solely on their ability to efficiently distribute generic information. As such, data processed via Ndex’s eQuate Profiling Principle will be rendered Value-Added and uniquely pertinent to the benefactor and professional user, and thus sought-out amongst the clutter.