Complete data aggregation and reconciliation:

  • 200 direct custody feeds

  • Connections to 7000 financial institutions

Comprehensive Back Office:

  • Billing

  • Reporting

  • Trading

  • Model Management

  • CRM

  • Client Portal

Portfolio Analytics:

  • Risk Analysis

  • Benchmark Comparisons

  • Portfolio Backtesting

Microsoft Dynamics CRM customized for weatlh management firms

Customized dashboards and data visualizations

Ndex Systems, offers wealth management firms a complete technology infrastructure from one source.  All back office operations, customized CRM, portfolio risk analysis, client portal and business intelligence reporting are available from one source.

Market Analysis


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!



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.



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



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




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John Larson

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