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.
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Automated daily account aggregation and reconciliation
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Customizable Reporting
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Trading and Model Rebalancing
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Fee Management
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Total Account Aggregation
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CRM
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Form Filling
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Client Portal
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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.

Custom
Technology
Providing a suite of tools to help you increase productivity and decrease cost!
Services Provided
CRM Data Aggregation Daily Reconciliation Billing









Reporting Trading Client Portal Workflow








