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Ndex aggregates and normalizes data from limitless sources:

direct custodial feeds, PDF statements, Excel files, and more to power our own specialized applications. We also power other critical financial tools, easily and securely. 

Your Data at Your Fingertips

Data Aggregation

Ndex captures financial data from any source – custodian direct feeds, web-portals, PDF statements, custom Excel templates – into one unified application.

Custodial Feeds & Data Sources

Currently, Ndex aggregates data from hundreds of direct custodial feeds, thousands of websites, and limitless PDF statement uploads. New feeds can be easily added.



Aviso / Credential / Qtrade



BMO Capital Markets

BMO Institutional Services

BMO Investor Line

BMO Nesbitt Burns

BMO Private Investment Management

BMO Private Wealth

Broadridge Financial Solutions

Allbridge *


Apex Custody

Axos Advisor Services


BMO Harris Bank

Broadridge Financial Solutions *

Cambridge Investment Research *


Data Access Ziplink (DAZL)

DST Systems


Bermuda Commercial Bank

CIBC Cayman Intl

Deutsch Bank

DS Data

Royal Bank Channel Islands

Last updated:
Contact us for a full list of custodians.

*Includes integrated trading interface
*Broker dealer feed

Gain Secure Control

Data Normalization

Our patented technology reconciles and normalizes data from any source for customizable reporting, exporting, and analytics. Our independent, on-site server farm is secure with multiple redundancies and top-tier security, backed by our SOC 2 Type 1 compliance.

Powering Your Business

Data Utility

Our REST API allows you to turn Ndex into your data engine. Plug in your firm’s customized interface into our platform to export data to any downstream third-party application, or use the Ndex dashboard, and seamlessly meet the diverse needs of your clients. We’ll take care of the rest.