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 allows FinTech firms/companies to turn NDEX into their own data engine.
Key Features
- Data-Bridge technology to efficiently retrieve data in any source and 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
- Streamlined operational processes
- Advanced reporting and analytics
- Client portal and mobile
- Custom asset allocation strategies
- Comprehensive holdings management
- Privacy-focused wealth reporting
- Intergenerational wealth planning tools
- Client portal and mobile options
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.
Banking matters: Three principles for effective third-party risk management
Banking matters: Three principles for effective third-party risk management
