| How does an institution
deliver a full range of wealth management products to a better
educated customer while at the same time dealing with the complexities
of keeping operational costs down and meeting the demands of
compliance?
Ndex’s
product eQuate for full service brokerage provides an answer
to that question by delivering a platform that decreases
costs and increases revenues.
 Ndex
brings the ultimate wealth management tool to the full service
industry. Integrated portfolio management, compliance monitoring
and reporting, are all available in one easy to use Web
application with seamless integration to your back office.
This product suite will satisfy your need to lower costs
by automating a multitude of functions. At the same time
Ndex guarantees its solution will help you increase your
revenue over time due to its patent pending investor profile
engine, eTCP, which enables the matching
of products to customer needs. No one else in the industry
can make this claim. Ndex delivers a state of the art, full
service platform capable of adapting to the changing needs
of the brokerage industry.
Product Highlights
- On-line Account Opening
- Integrated Trade Processing
- Automated KYC Compliance
- CRM
- Corporate Actions
- Advanced Portfolio Management
- Seamless integration to back office systems
- Household Reconciliation
- Flat Fee Management
- Performance Rate of Return
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