 When
discount brokerage services exploded on the scene during
the 90’s, investors who wanted a new way of doing
business, flocked to the discount world in huge numbers.
The rapid success of online brokerage or customer direct
channels increased transaction volumes for financial institutions
and provided a new way of doing business. But with the growth,
came the challenge of how to deliver a better online experience
and retain customers. What does the next generation of online
services look like?
Ndex’s product, eQuate
for Customer Direct Investment Services provides the next
generation solution for the online world. Whether you are
a discount broker, a mutual fund dealer or you want to enhance
the full service experience with online services, Ndex provides
an easy-to-use portfolio and account management system that
goes beyond providing just another technology tool. The
Ndex system actually helps you track and profile investors
so that you are able to automate the process of providing
one-to-one service online. Investor profiling is the key
to building an online relationship with a client and actually
allows a firm to “package to spec” products
and services for the online investor.
For the financial institution, Ndex provides the ultimate
wealth management platform. Integrated portfolio management
and compliance monitoring and reporting, are all available
in one easy to use Web application with seamless integration
to the back office. This product suite helps lower operational
costs by automating a multitude of functions helping improve
margins. At the same time Ndex guarantees its solution will
increase revenue over time since its patented investor profile
engine, eTCP, is capable of matching products to customer
needs. No one else in the industry can make this claim.
Ndex delivers a state of the art, online platform capable
of adapting to the changing requirements of the self-directed
channel.
Product Highlights
- Automated Account Opening
- Trade Processing
- Trade Authorization Levels
- Automated KYC Compliance
- Compliance against Selected Investment Models
- Multiple Activities Criteria Queries
- AIMR Compliance Portfolio Management
- Seamless Trade and Back Office Integration
- Household Reconciliation
|
