Gain Secure Control
Data Normalization
Our patented technology reconciles and normalizes data from any source for customizable reporting, exporting, and analytics. Our independent, on-site server farm is secure with multiple redundancies and top-tier security, backed by our SOC 2 Type 1 compliance.
Leverage our tools and services for full lifecycle wealth management
The Ndex platform and auxiliary tools support every aspect of wealth management:
Portfolio Management
- Investment strategy
- Trade management
- Client reporting
- Fees management
- Prospecting
- CRM
Compliance and Regulation
- SOC 2 Type 1
- KYC
- CRM 2
- BICE
Family Office Services
- Tax planning support
- Asset allocation
- Holdings management
- Fees management
- Client onboarding
Taxation
- Reconciliation
- Reporting
Ndex Tools
Ndex specializes in capturing, cleaning and analyzing data to serve the wealth management community with specialized tools.
F-Engine
The F-Engine platform is the motor that powers Ndex data utilities. From a single dashboard, clients can access and manage their data from anywhere, with ease – and export it downstream to your preferred third-party application.
Artiffex
Artiffex, founded in 2015, supports the accounting industry with automated accounting solutions. Powered by Ndex, this innovative platform and outsourcing service reduces repetitive bookkeeping, eliminates errors, allowing firms and family offices across Canada, including KPMG, MNP and others, to increase their operational efficiency and reduce costs.
Kaptrack
Kaptrack is Ndex’s data extraction tool. Unlike static scraping, auto-adjusting extractors adapt to site changes so that the data is always real-time, and users can write data to the site. Best of all, extracted data can be manipulated for downstream insertion into peripheral tools.
Wealthpeer
Wealthpeer, which utilizes our patented eTCPTM, helps financial advisors accurately manage and market to increasingly tech savvy investors. Our system provides intelligent financial analysis based on your investor’s KYC, behavior as evidenced in their investment portfolio, and their personal interests based on in-depth analytics. In addition, Wealthpeer acts as a professional social network by offering the ability to post content and engage with other financial professionals.
Own Your Data — Request a demo to learn more.