Invest today in the wealth management platform of the future. Rather than bolting together various technologies to support multiple business units, Ndex provides an intelligent, consolidated single platform for your entire business today and your new pursuits of tomorrow.

Immediate cost savings - Ndex cuts your costs by providing intelligent trade routing, automated compliance, electronic account opening and bulk trading features that will immediately reduce back office expenses and improve operational efficiency

Increased revenue through one-to-one service – Using Ndex’s profiling capabilities to align the client’s KYC objectives with his investing bias, organizations can provide one-to-one service to all clients, driving more activity through client accounts.

AIMR compliant business tools – Ndex AIMR compliant portfolio management tools support retail brokerage, asset management and mutual fund dealerships to create a single platform for both IDA and MFDA business.

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. Order entry is integrated within the application eliminating the need to switch terminals to process orders. Full trade history is retained for each security. 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.

What do you get with eQuate Wealth Management Solution?

The platform provides a vast array of customizable features that can be configured at the flip of a switch. These features are designed to automate daily tasks, providing immediate costs savings to your business.

• Ndex is “first to market” with a truly web-based, integrated front-to-back-office system.
• Ndex has created the only profile-based wealth management platform on the market which tracks and capitalizes on investment behavior using patented True Customer Profiling (eTCP) principles.
• The Ndex application is fully scalable and adapts to any existing back office system. Get your products and services to market now at a fraction of the cost of a proprietary system.
• AIMR Compliant Portfolio Management for Retail Advisors and Asset Managers: Consolidated views of client accounts, including performance measurement, custom reporting and access to historical data with multiple query capabilities and user-views.
• CRM Capabilities: Full array of features, including household consolidation, customized client lists, quick searches and batch client reporting in PDF format for easy updates to clients.
• On-line Account Opening: Clients and advisors can fill out all necessary data directly within the application. Questionnaires are customizable based on your needs. Electronic workflow management reinforces compliance.
• Automated Compliance: On-line KYC processing allows you to store and track an investor’s investment objectives, highlighting discrepancies from stated objectives at the account level making corrective action easier to track and enforce a firm’s recommended models.
• Fee Management: Fully flexible commission and fee management module, capable of working across accounts to produce accurate fee reporting.
• Corporate Actions: A single entry from your operations department will adjust book value of the selected security for all positions held within your institution.
• Securities Management: Ability to categorize securities by sector, industry, credit rating, risk and your custom set of parameters.
• Trade Order Management: Ability to process bulk trades and rebalance a large number of portfolios on both sell and buy-side as per investment models.
• Management Reporting: Reports for the advisor, branch manager and head office are available for income, compliance, trading activity and asset allocation monitoring.