Optimize a Wealth of Data
Portfolio Management Reinvented
- Gain a holistic view of assets across all classes
- Implement tailored tax-efficient portfolio models
- Fully compliant with regulatory requirements for independent books & records
Trade Management with Precision
- Trade across a spectrum of securities
- Meticulous reconciliation process ensures trades adhere to regulations
Performance Reporting with Insight
- Enhanced portfolio performance by merging data aggregation and accounting insights
- Customize performance measures to specific standards with leading benchmarking
Streamlined Client Onboarding and Engagement
- Quick and efficient setup with configurable KYC and financial profiling
- Automated multi-custodian account opening using client-centric data
Value-Added Client-Facing Tools
- Customized reporting capabilities within a branded, intuitive client portal
- Interactive digital experience featuring real-time data, document sharing, and financial insights
Transparent Billing and Document Management
- Adaptive billing with clear, flexible fee structures and adaptive calculations for diverse client agreements
- Effortless document management, combining automated retrieval with secure storage and sharing
Proactive Compliance and Data Integration
- Anticipate and adapt to regulatory changes confidently and swiftly
- Gain a holistic financial view through integrated data feeds and proprietary accounting integration
What Some of Our 1,400+ Customers Say
We recently implemented F-Engine for our start-up wealth management firm. That was an excellent choice. F-Engine is feature-rich and flexible. Ndex offers outstanding support during the implementation and initial configuration process as well as ongoing. I would not hesitate to recommend Ndex.
Richard M.
The Ndex application has very quickly demonstrated its value to our office by offering a multi-platform, consolidated view of our holdings under management. This global overview has been invaluable as it has allowed us to concentrate on the monitoring of our assets and investments, rather than the numerous hours of manual data entry and subsequent data retrieval in a useful manner.
Laetitia K.
I believe this program is a must-have for anyone serious about portfolio management implementing detailed and flexible modelling with baskets, benchmarks, and profiling. It is far superior than the half-dozen or so systems I have used over the last 18 years
Stan C.
Our firms have been working together now for nearly a decade. To date, the results…have been extraordinarily accurate. Since you introduced the GIPS compliant cash flow methodology, the results have also been superb.
Effie W.
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 R.
Ndex has been responsive in meeting changing industry and client requirements. We will continue to place our trust Ndex to play a key role in meeting our system needs.
Donald H.
Ndex has been a trust partner that has helped us grow and attached some of the best investment advisors in our industry.
Jack M.
Ndex provided the greatest services and integration for our needs in one package…We appreciate that Ndex offered training, counselling and was also attentive to our needs in order to adapt the system.
Guy D.
[The Ndex platform] can be customized in many ways and it gets the job done. A data geek would love it based on the volume of information it can contain for you.
Jeff W.
In less than five minutes I was able to create a report and quickly manipulate data in excel to find exactly what I was needing to see…Thanks again for the hard work you and your team have done to create this system, it is truly amazing.
Nathan L.
The … best thing that happened during this rough period was meeting with Laurent and signing with Ndex Systems.
Ravi S.
Pleasure to work with you…you make it easy.
Nicole G.
Keep up the great work. Thank you Ndex!
Jonathan G.
It is fabulous! Thank you so much for putting in this [metric section]. For a PM shop that sells consistency of returns and the upside vs downside capture, this feature of great value.
Benoît P.
I would not be able to do what I do without your help and work. Thank you for all you do!
Roger L.
For years now, we have collaborated with Ndex for driving our data safely and helping us leverage it to bring even more to our clients. Your team continues to make our firm stronger and more capable of delivering the best service possible to our clientele. We appreciate your tools and especially your skills, experience, knowledge and competence: you make us stronger.”
Etienne G.
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 H.
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 R.
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.
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.
Assured Confidence
Security
SOC 2 Type 1 certification, a leading standard in security, privacy and confidentiality.
Ease of Use
Run your business from anywhere through a single, web-based platform.
Confident Compliance
Anticipate and adapt to regulatory changes with the most trusted data in the industry.
