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Client Testimonials

Understanding the importance of client relationships, NDEX provides wealth management professionals with the means to offer more personalized and engaging services. Our platform facilitates deeper insights into client portfolios, fostering a more consultative approach to wealth management. This enables firms to tailor their advice and strategies, enhancing client satisfaction and loyalty in a highly competitive market.

Here’s what some of our clients have to say:

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

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.

Archer Gestion de Patrimoine

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.

MBA, Financial Advisor, Aspex Eyewear

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.

Principal, Mirador Wealth Stewardship

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.

CFA, CIO, GFI Investment Council

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.

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 Ndex to play a key role in meeting our system needs.

Donald H.

SVP, Finance, Mackie Research Capital Corporation

Ndex has been a trust partner that has helped us grow and attached some of the best investment advisors in our industry.

Jack M.

COO, Partner, Aligned Capital Partners

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.

VP, Fin-XO Securities

[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.

GV Capital

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.

Investment Advisor Representative

The … best thing that happened during this rough period was meeting with Laurent and signing with Ndex Systems.

Ravi S.

Portfolio Manager, Sodhi Asset Management

Pleasure to work with you…you make it easy.

Nicole G.

Nicole Gervais, Client Manager, Qube Investment Management

Keep up the great work. Thank you Ndex!

Jonathan G.

Gold Investment Management

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.

President and Portfolio Manager, Xponent Investment Management

I would not be able to do what I do without your help and work. Thank you for all you do!

Roger L.

Hoenes, Managing Partner, Pro-vi$ion Advisor Group, LLC

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.

Chief Operation Officer, Pratte Portfolio 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 H.

SVP, Finance, Mackie Research Capital Corporation

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.

CFA, CIWM, FCSI, President, Rothenberg Capital Management

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

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

Why Choose NDEX?

NDEX offers a robust combination of security, flexibility, and user-centric design, making it the preferred choice for leading wealth management firms and family offices worldwide.

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Take control of your financial data

NDEX Supports Every Facet of Wealth Management

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

Financial Institutions and Fintech

Seamless data integration for next-gen financial services

Insights and Resources

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