Who Owns Your Financial Data?

Our mission is to revolutionize the wealth management industry and provide access to the most trustworthy financial data.

Empower your financial data with the wealth management and investment accounting platform trusted by the world’s leading firms.

Empower your financial data with the wealth management and investment accounting platform trusted by the world's leading firms.

Our systems are architected to allow easy migration of historical data into the NDEX platform, giving you the freedom to view and extract data into third party platforms or spreadsheets for internal analysis. 
We believe you own your financial data and should have unfettered access and control over it.

For 25 years, we've customized solutions and integrations to meet our clients' needs, achieving:

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Patents for Industry-Defining
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Wealth Managers

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Billion in Assets

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Firms and Growing

Dedicated to Your Success

Our platform is designed to deliver a complete wealth management experience for the modern family office, portfolio management firms, accounting firms, and independent advisors. 

Family Offices

Advanced Wealth Management for Multi-Generational Wealth

Independent Advisors

Enhancing Growth for Emerging and Established Advisors

Portfolio Management Firms

Customized Portfolio Strategies for Advanced Asset Management

Professional Accounting Firms

Streamlined Solutions for Compliance and Operational Excellence

Our Solutions

Wealth Management Solutions

We combine the most trusted financial data with patented wealth management and accounting solutions to deliver a complete wealth management platform that saves time and adds value.

Data Solutions

Customizable, reliable and secure, our patented software normalizes, reconciles and bridges widely sourced financial data into clean, actionable data.

Investment Accounting Solutions (ARTIFFEX)

The only solution that automates the bookkeeping process delivering up to 80% efficiency.

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Take control of your data

Industry leaders trust NDEX

F-Engine is feature-rich and flexible. It has all the functionality a wealth management firm could ever require. In addition, NDEX offers outstanding support before, during and after the implementation and initial configurations process. I would not hesitate to recommend NDEX.

Thomas F. Canada-based Investment Advisor

We have chosen NDEX as our preferred service provider due to your customizable solutions, integration of third-party data, and ease of use. Our exchange of ideas and your willingness to build enhancements help make our firm more productive and competitive in the marketplace.

Robert R. CFA, CIWM, FCSI, President, Rothenberg Capital Management

NDEX has been responsive in meeting changing industry and client requirements. We will continue to place our trust in NDEX to play a key role in meeting our system needs.

Donald H. SVP, Finance, Mackie Research Capital Corporation

For years now, we have collaborated with Ndex for driving our data safely and helping us leverage it to bring even more to our clients. Your team continues to make our firm stronger and more capable of delivering the best service possible to our clientele. We appreciate your tools and especially your skills, experience, knowledge and competence: you make us stronger.”

Etienne G. Chief Operation Officer, Pratte Portfolio Management

I would not be able to do what I do without your help and work. Thank you for all you do!

Roger L. Hoenes, Managing Partner, Pro-vi$ion Advisor Group, LLC

It is fabulous! Thank you so much for putting in this [metric section]. For a PM shop that sells consistency of returns and the upside vs downside capture, this feature of great value.

Benoît P. President and Portfolio Manager, Xponent Investment Management

Keep up the great work. Thank you Ndex!

Jonathan G. Gold Investment Management

The best thing that happened during this rough period was meeting with Laurent and signing with Ndex Systems.

Ravi S. Portfolio Manager, Sodhi Asset Management (2014)

In less than five minutes I was able to create a report and quickly manipulate data in excel to find exactly what I was needing to see…Thanks again for the hard work you and your team have done to create this system, it is truly amazing.

Nathan L. Investment Advisor Representative (2014)

The Ndex platform] can be customized in many ways and it gets the job done. A data geek would love it based on the volume of information it can contain for you.

Jeff W. GV Capital

Ndex provided the greatest services and integration for our needs in one package…We appreciate that Ndex offered training, counselling and was also attentive to our needs in order to adapt the system.

Guy D. VP, Fin-XO Securities (2017)

Ndex has been a trust partner that has helped us grow and attached some of the best investment advisors in our industry.

Jack M. COO, Partner, Aligned Capital Partners (2017)

Ndex has been responsive in meeting changing industry and client requirements. We will continue to place our trust Ndex to play a key role in meeting our system needs

Donald H. SVP, Finance, Mackie Research Capital Corporation (2017)

We have chosen Ndex as our preferred service provider due to your customizable solutions, integration of third-party data, and ease of use. Our exchange of ideas and your willingness to build enhancements help make our firm more productive and competitive in the marketplace.

Robert R. CFA, CIWM, FCSI, President, Rothenberg Capital Management

Our firms have been working together now for nearly a decade. To date, the results…have been extraordinarily accurate. Since you introduced the GIPS compliant cash flow methodology, the results have also been superb.

Effie W. CFA, CIO, GFI Investment Council

I believe this program is a must-have for anyone serious about portfolio management implementing detailed and flexible modelling with baskets, benchmarks, and profiling. It is far superior than the half-dozen or so systems I have used over the last 18 years

Stan C. Principal, Mirador Wealth Stewardship

I am impressed at your willingness to not only hear the problems and wish lists but to take action and provide the updates as soon as possible

Paul T. Graydon Elliot

The Ndex application has very quickly demonstrated its value to our office by offering a multi-platform, consolidated view of our holdings under management. This global overview has been invaluable as it has allowed us to concentrate on the monitoring of our assets and investments, rather than the numerous hours of manual data entry and subsequent data retrieval in a useful manner

Laetitia K. MBA, Financial Advisor, Aspex Eyewear

We recently implemented F-Engine for our start-up wealth management firm. That was an excellent choice. F-Engine is feature-rich and flexible. Ndex offers outstanding support during the implementation and initial configuration process as well as ongoing. I would not hesitate to recommend Ndex

Richard M. Archer Gestion de Patrimoine

Insights and Resources

Keep ahead of industry trends with insights on the changing financial industry.