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Your Data
Your Way

Accurate Data, Unparalleled Insights, Customized to Your Business

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

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

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.

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

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

Patents for Industry-Defining
Technologies

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Custodial Firms

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Wealth Managers

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Billion in Assets

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Clients and Growing

Patents for industry-defining
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custodial firms

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wealth managers

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wealth managers

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Client retention rate

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Our Solutions

Data Solutions

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

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.

Investment Accounting Solutions (ARTIFFEX)

The only solution that ingests and applies accounting rules and complex mathematical processes on data from PDF statements, the source of truth for tax compliance.

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Take control of your data

Industry leaders trust NDEX

I have never worked with anyone who is as understanding of our (advisors) needs and has such “yes can do" and “get things done” attitudes as NDEX. Practically every suggestion or request I’ve made has been implemented quickly and at no cost.

Michelle D. Missouri-based Investment Advisor

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 Rothenberg 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 Harrington SVP, Finance, Mackie Research Capital Corporation

Insights and Resources

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

Your Data
Your Way

Accurate Data, Unparalleled Insights, Customized to Your Business

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

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.