Wealth Management Platform
Data Bridge Solutions
Your Premier Wealth Management Platform
Our platform is designed to meet the needs of the modern family office, portfolio management firms, and independent advisors. We combine the most trusted financial data with patented wealth management and accounting solutions to deliver a complete wealth management experience that saves time and adds value for your clients.
- Portfolio Management Reinvented
- Trade Management with Precision
- Performance Reporting with Insight
- Streamlined Client Onboarding and Engagement
- Value-Added Client-Facing Tools
- Transparent Fee Billing and Document Management
- Proactive Compliance and Data Integration
Portfolio Management Reinvented
Dynamic Asset Consolidation
Gain a holistic view of assets across all classes.
Intelligent Tax Strategies
Implement tax-efficient portfolio models tailored to individual needs.
Trade Management with Precision
Seamless Trading Ecosystem
trade across a vast spectrum of securities supported by precise accounting for each transaction.
Advanced Compliance Protocols
Ensure trades adhere to the latest regulatory standards, backed by a meticulous reconciliation process.
Performance Reporting with Insight
Comprehensive Analytics
Delve deeper into portfolio performance with enhanced analytics merging Ndex’s data aggregation with Artiffex’s accounting insights.
Customizable Benchmarking
Tailor performance measures to individual or model-specific standards with our industry-leading benchmarking.
Streamlined Client Onboarding and Engagement
Digital-First Onboarding
Experience a quick and efficient “client centric” setup with configurable KYC and financial profiling. Ability to support automated multi-custodian account opening driven from the client centric data collected.
Better Client Understanding
Enhance advisor-client success with deep insights into client behaviors and preferences.
Value-Added Client-Facing Tools
Custom Reporting
Provide clients with customized reporting capabilities within a branded, intuitive client portal.
Interactive Client Experience
Offer an interactive digital experience with our client portal, featuring real-time data, document sharing, and financial insights.
Transparent Fee Billing and Document Management
Adaptive Billing
Introduce clear, flexible fee structures and adaptive calculations that cater to diverse client agreements.
Integrated Document Ecosystem
Manage documents effortlessly with our integrated ecosystem, combining automated retrieval with secure storage and sharing capabilities.
Proactive Compliance and Data Integration
Comprehensive Compliance Framework
Anticipate and adapt to regulatory changes confidently and swiftly.
Holistic Financial Overview
Experience the fusion of robust data feeds with proprietary accounting integration for a complete financial picture.
Why Choose Our Platform?
Time Efficiency and Customization
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 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 customize it to your exact needs..
Data Bridge Solutions
Ndex is an “Open Platform” that allows FI’s and FinTech vendors to leverage our “Data Bridge Solutions” to gain access to financial data from any source, any format. We aggregate and normalize data from limitless sources: direct custodial feeds, PDF statements, Excel files, and more. Our patented software normalizes and reconciles widely-sourced financial data into reliable, secure clean data. Customizable, reliable and secure, Ndex Data Bridge solutions can revolutionize any financial business.
Data management Simplified
Consolidation
Various data streams funneled into one aggregated supply.
Bridging
Integrate your tools with one single source of clean, reliable data.
Access data with peace of mind
Security
Industry-leading controls and safeguards keep your data safe.
Efficiency
Increase operational efficiency with streamlined data flows.