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Your Data at Your Fingertips

Data Aggregation

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

270+Direct Custodial Feeds

7,500+Websites

5M+Investment Accounts Managed

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.

AmiPro

Assante

Aviso / Credential / Qtrade

Betterment

BMO

BMO Capital Markets

BMO Institutional Services

BMO Investor Line

BMO Nesbitt Burns

BMO Private Investment Management

BMO Private Wealth

Canadian Western Trust

Ameritrade

Apex Custody

Bloomberg

BMO Harris Bank

Broadridge Financial Solutions *

Cambridge Investment Research

CIBC BNY Mellon

Data Access Ziplink (DAZL)

DST Systems

Exeter Trust Company

FeeX Inc. / Pontera

Fidelity Institutional Custody Services

Bermuda Commercial Bank

CIBC Cayman Intl

Deutsch Bank

DS Data

Royal Bank Channel Islands

Last updated: 16/08/2022
Contact us for a full list of custodians.

*Includes integrated trading interface

Own Your Data — Request a demo to learn more.