★ 350+ Daily Custodial Feeds

Custodial Data Aggregation for Canadian Wealth Managers

NDEX aggregates, normalizes, and reconciles data from 350+ daily custodial feeds and 8,500+ website extractions — giving your firm a single, accurate view of every client account, regardless of where assets are held.

350+

Daily Custodial Feeds

8,500+

Website Data Extractions

14,000+

Advisors on Platform

$600B+

Assets Under Management

The Multi-Custodian Data Problem — Solved

Most wealth management firms work with multiple custodians — meaning client data arrives in different formats, on different schedules, and with different data quality standards. Reconciling it manually is slow, error-prone, and expensive.

NDEX Data Bridge is North America’s only patented multi-custodian data aggregation platform purpose-built for Canadian wealth managers. It ingests raw custodial data from over 350 daily feeds — including PDF statements, Excel files, and direct API connections — normalizes it against a single data model, and delivers clean, reconciled data to your portfolio management and reporting systems the same day.

Founded in Montreal in 1999, NDEX has spent 25+ years solving the exact data integration challenges that still hold Canadian advisory firms back. Four USPTO patents protect our approach to harmonizing financial data from sources with fundamentally different structures.

How NDEX Custodial Aggregation Works

350+ Daily Custodial Feeds

Direct integrations with every major Canadian and US custodian — RBC, TD, National Bank, Fidelity, Schwab, Pershing, and hundreds more. Data arrives normalized and reconciled each morning.

Any Format, Any Source

PDF statements, Excel exports, FTP feeds, API connections, and 8,500+ website extractions. NDEX processes all of them through the same normalization engine, eliminating manual data entry.

Same-Day Reconciliation

Automated exception management flags breaks before your team sees them. Reconciliation that used to take days happens overnight, so advisors start each morning with clean, reconciled books.

SOC 2 Certified Security

Your client data is protected by enterprise-grade security infrastructure. NDEX is SOC 2 Type II certified, with end-to-end encryption and role-based access controls throughout.

Open Integration Architecture

NDEX connects to your existing CRM, reporting, and portfolio management tools. Pre-built connectors and a documented API make integration with your tech stack straightforward.

Canadian Regulatory Compliance

Built for IIROC, MFDA, and exempt market requirements. Data outputs are structured to support TCR (Total Cost Reporting), performance reporting, and audit trails required under Canadian securities law.