Big Data isn’t Just for Big Firms
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 from any source and any format
- Multi-custodial data aggregation
- Easy integration with Redtail, FutureVault, MS Power BI, and others
- Powerful data extraction and analysis tools
- Data-Bridge to efficiently retrieve data from any source and 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 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
