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.
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.
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.
