End to End Wealth Management

 Complete Data Acquisition, Analysis and Reporting

Data Aggregation          Reporting          Fee Billing          Trading          Portfolio Risk Analytics  

 

CRM          Account Opening          Business Submission          Client Portal

ABOUT US

Ndex Systems U.S. (Ndex), has partnered with Ndex Systems Canada to provide an unprecedented technology solution for the financial industry.  Since 1999 Ndex has serviced investment advisors in the U.S. and Canada by consolidating account data and automating time consuming processes and tasks.

At Ndex we are committed to remaining independent to ensure our ongoing, unparalleled customer support.  We strive for excellence and efficiency in developing software to support our client's business growth.

At Ndex, your success is our success!

SERVICES

 

Ndex's technology and data reconciliation services will deliver all the necessary support to provide solutions to all of your clients' needs, through one unified and easy to navigate dashboard.

CUSTODIANS

 

Ndex works with a variety of financial custodians and institutions to obtain data for you and your clients.

 

PARTNERS

Ndex is proud to work with our partners to help bring world class solutions to you!

 

 

John Larson

john@ndexsystemsusa.com

U.S.: 978-922-2007 or 978-810-5230

 

Laurent Bensemana

U.S.  or Canada:  514-288-0908 X202

Fax: 514-288-5184

Ndex Systems

500 Saint-Jacques Street, Suite 400
Montreal, Quebec, Canada

Ndex Systems U.S. 

Boston, MA

© 2018 by Ndex Systems USA