NDEX SERVICES

With Ndex, you have leading-edge, patented technology and expertise right at your fingertips.  Developed with open architecture, our highly scalable platform fits your business - whether you are just establishing yourself, or managing a large client base.  We have invested time, talent and expertise in building a fully scalable system you can leverage to manage your growing business.

​

• Automated daily account aggregation  and reconciliation

• Customizable Reporting

• Trading and Model Rebalancing

• Fee Management

• Total Account Aggregation

• CRM

• Form Filling

• Client Portal

• Automate tax data reconciliation and reporting

​

In addition Ndex offers you and your clients a single point of access for all financial accounts statements, confirmations and tax documents.

​

The Ndex F-Engine is fully customizable to fit your specific requirements.  You will have easy, online access to a comprehensive suite of tools to continue to enhance your client experience.

​