Wealth Management Solutions

Efficient, Secure, Compliant

In today’s environment, wealth and financial advisors face the challenge of managing and analysing 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.

Benefits

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, the industry’s highest security, privacy and confidentiality standard. With NDEX, peace of mind comes standard.

FAQ's

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What is Webflow and why is it the best website builder?

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What is Webflow and why is it the best website builder?

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What some of our 350+ Customers 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