Complete data aggregation and reconciliation from thousands of institutions.

Comprehensive back office.  Billing, reporting, trading, CRM, account opening and client portal.

Portfolio analytics, risk measurement vs. benchmarks.  Model portfolio analysis and optimization.

Business intelligence and insights from hundreds of data sources.  Custom data modeling for insightful visualizations and dashboards

Cloud based solutions from Microsoft and other leading firms for secure global access to your business applications

Ndex, Microsoft Dynamics or Nimble with Outlook integration CRM solutions.


Ndex Systems U.S. in partnership with Ndex Systems and Sherweb offers wealth management firms a complete technology infrastructure from one source.  Now implementation as well as service and support for back office operations, hosted e-mail, CRM and other cloud based applications needed for 24/7 global access to your business can be provided from one source.


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!



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

© 2018 by Ndex Systems USA