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Your Data at Your Fingertips

Ndex captures financial data from any source – custodian direct feeds, web-portals, PDF statements, custom Excel templates – into one unified application.

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Custodial Feeds & Data Sources

Currently, Ndex aggregates data from hundreds of direct custodial feeds, thousands of websites, and limitless PDF statement uploads. New feeds can be easily added.

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DIRECT CUSTODIAL FEEDS

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WEBSITES

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INVESTMENT ACCOUNTS MANAGED

Our platform captures financial data from any source, including from an industry leading 300+ custodian direct feeds.

Penson Financial Services Canada

National Financial Services LLC

Kyndryl (IBM)

Gemini Trust Company

Fundserv Byde Signation Type

DS Data

Data Access Ziplink

CIBC World Markets Inc.

CIBC Capital

UBS Vestmark Manager

SEIC

State Street

Raymond James Ltd.

Raymond James Financial

Penson Financial Services USA

National Advisors Trust Company

Multi Currency

MSS Download System

Royal Bank Channel Islands

DS Data

Bermuda Commercial Bank

CIBC Cayman Intl

Deutsch Bank