How can Mutual Fund Dealers provide front office tools at a price that makes sense to the financial advisor? How can they automate their business process from account opening and portfolio management right through mutual fund transacting and reporting?

Ndex’s product eQuate for Mutual Fund Dealers provides an answer to these questions by delivering a platform that integrates all the business processes and rationalizes operations.

Ndex brings the ultimate wealth management tool to the mutual fund industry. Integrated portfolio management and compliance monitoring and reporting, all in one easy to use Web application with seamless integration to FundServ. Our 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 since its investor profile engine is capable of matching products to customers needs. No one else in the industry can make this claim. Should you wish to expand into full service brokerage as well, Ndex will support both IDA and MFDA business lines on the same platform.

Product Highlights

• Account Opening Management
• On-line Integrated Trade Processing
• Automated Fund Purchase Plans (PACs)
• Automated KYC compliance
• CRM
• Advanced Portfolio Management
• Seamless Integration to FundServ
• Household Reconciliation
• Investment Guide Setup and Monitoring
• Sales Reporting and Commission Calculations
• Performance Rate of Return