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Efficient, Secure, Compliant

In today’s environment, wealth and financial advisors face the challenge of managing and analyzing extensive financial data to provide well-informed advice to their diverse clientele. This task is compounded by a complex landscape of regulations, security, and privacy concerns.

NDEX Wealth Management Solutions are designed to help you address these complexities and give you confidence that your insights are based on the most robust data. Our patented wealth management and accounting solutions deliver a complete wealth management platform and experience that saves time and gives you and your clients peace of mind.

Regulatory Compliance Made Easy

Navigate the complex world of financial regulations with our automated risk and compliance alerts. Stay ahead of the curve, reduce risks and focus more on your client relationships.

Focus on Your Client, Not the Complexity

Enhance client interactions with customizable tools designed for wealth managers. Provide personalized advice and manage portfolios effortlessly, making every client feel like your only client.

Data Done Right

Turn data into opportunities with powerful analytics tools. Our comprehensive dashboards provide actionable insights, helping you make informed decisions quickly and accurately.

Secure Data Handling

Protect your clients’ sensitive information with a security-centric platform and SOC 2 Type 1 certification, a leading standard in security, privacy and confidentiality. With NDEX, peace of mind comes standard.

Discover how leading wealth managers leverage NDEX to transform their business operations, enhance client satisfaction, and achieve remarkable growth.

Elevate your wealth management services.

What some of our 1,400+ Customers Say

Choose Peace of Mind

Customized and Efficient

Save valuable time while delivering tailored services for your clients.

Simplified Wealth Management

A single integrated platform for all wealth management needs, from data aggregation and insights to client reporting and compliance.

Security and Continuous Innovation

Stay ahead with a platform built with a focus on security and enhanced by ongoing client-driven improvements.

Unmatched Support

Experience hands-on support and training that allows you to utilize the full suite of our wealth management solutions and customized to your exact needs.

FAQ's

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