WHO WE SERVE
Ndex Wealth Management Solutions
Dedicated Tools for Every Financial Professional
Who uses NDEX?
The Ndex platform and auxiliary tools support every aspect 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
Family Offices
Single and multi-family offices managing intergenerational wealth
use Ndex.
Tailored solutions ensuring privacy and detailed reporting, addressing the unique
challenges of family wealth management.
Key Features
- Data-Bridge to efficiently retrieve data in any source, any format
- Multi-custodial data aggregation
- Easy integration with Redtail, FutureVault, MS Power BI, and others
- Powerful data extraction and analysis toolsMass customization automation (custodial statement retrieval, Book of Record reconciliation, Compliance monitoring, CRM2 reporting)
- Dynamic client portfolio management
- Advanced reporting and analytics
- Efficient and flexible fee billing system
- Client relationship enhancement tools
- Client portal and mobile
Independent Advisors
Enhancing Growth for Emerging and Established Advisors
Independent advisors require dynamic tools to cater to a growing client base while maintaining personalized service. Ndex provides robust, scalable solutions to efficiently manage client portfolios, enhance reporting, and streamline fee management. Our platform also includes advanced tools for client relationship management, helping advisors build stronger, more productive relationships with their clients.
Key Features
- Data-Bridge to efficiently retrieve data in any source, any format
- Multi-custodial data aggregation
- Easy integration with Redtail, FutureVault, MS Power BI, and others
- Powerful data extraction and analysis tools
- Specialized tools for ESG investment strategies
- Custom asset allocation strategies
- Comprehensive holdings management
- Privacy-focused wealth reporting
- Intergenerational wealth planning tools
- Client portal and mobile
Portfolio Management Firms
Customized Portfolio Strategies for Advanced Asset Management
Portfolio Management Firms face the challenge of balancing swift decision-making with comprehensive market analysis. Ndex provides specialized solutions that streamline this process, offering tools for effective portfolio management and insightful market analysis. Our platform enhances decision-making capabilities, simplifies complex analyses, and ensures agile responses to market changes, tailored to the needs of modern portfolio management firms.
Key Features
- Data-Bridge to efficiently retrieve data in any source, any format
- Multi-custodial data aggregation
- Easy integration with Redtail, FutureVault, MS Power BI, and others
- Powerful data extraction and analysis tools
- Mass customization automation (custodial statement retrieval, Book of Record reconciliation, Compliance monitoring, CRM2 reporting)
- Dynamic client portfolio management
- Efficient and flexible fee billing system
- Client relationship enhancement tools
- Client portal and mobile
Professional Accounting Firms
Accelerate Growth and Efficiency
Ndex revolutionizes accounting firms with automated bookkeeping, eliminating manual entry and expediting workflows. Easily integrated with Xero and QuickBooks, the Artiffex application introduces high level efficiencies to complicated processes with speed and accuracy.
Key Features
- Data-Bridge to efficiently retrieve data in any source, any format
- Multi-custodial data aggregation
- Automated PDF statement data extraction tools from 200 custodial firms
- Easy integration with Xero, QBO, MS Power BI, and others
- Powerful data extraction and analysis tools
- Automated investment bookkeeping
- Tax compliance packages
- SaaS and outsourcing options
- Streamlined operational processes
- Advanced reporting and analytics
- Client portal and mobile
Financial Institutions and FinTech
Seamless Data Integration for Next-Gen Financial Services
Ndex offers cost-effective solutions to capture financial data from any source – custodian direct feeds, web-portals, PDF statements, custom Excel templates – into one unified application. Our patented technology reconciles and normalizes data from any source for customizable reporting, exporting, and analytics. Our REST API allow you to turn Ndex into your data engine.
Key Features
- Data-Bridge to efficiently retrieve data in any source, any format.
- Multi-custodial data aggregation from 300+ sources
- Sophisticated website extraction tools from 8,500 sites
- Automated PDF statement data extraction tools from 200 firms
- Easy integration with other CRM, document management, risk analysis, and reporting tools
- Powerful data extraction and analysis tools
Why Choose Ndex?
Customized, Innovative, and Supportive Wealth Management Solutions
Ndex stands out with its ability to offer tailored solutions that meet the specific needs of various financial professionals. Our commitment to innovation ensures that our clients always have access to the latest tools and technologies in wealth management. Additionally, we provide comprehensive support and training, helping clients maximize the benefits of our platform.