What Ndex Systems clients are saying...

My firm is an independent, employee-owned wealth management firm founded in 1993 based in Michigan. We actively manage client portfolios built on a solid foundation of approximately 30, mostly large, high ROE individual companies with a history of growth and dividend increases. We have a long history of success and a respectable track record.

 

In mid-2017 we made the decision to engage with Ndex Systems. Let me tell you, I am impressed! The improvements Ndex has made during the last year are incredible. I have never worked with anyone as understanding to our (advisors) needs and have such "yes can do" and "get things done" attitudes as Ndex, especially Laurent Bensemana. Practically every suggestion or request I've made has been implemented at no cost and quickly.

 

What else I appreciate about Ndex is that they are data people. They understand data and how data works. Other providers I've dealt with knew less about how their systems worked than I did.  I am looking forward to a long-term partnership with Ndex and I recommend their services for your firm.

 

M.D. - Michigan based Investment Advisor - Custodian: Schwab

 

I have been in the asset management industry for more than 20 years and NDEX Systems brings a breath of fresh air to financial services. The all-inclusive tool allows Advisors to enjoy all of their services within one subscription, something you will not find with its competitors.  Laurent and his service team are awesome and always willing to help with enhancements to the system. Their services can go head to head with any of the major U.S. products and even better, it is reasonably priced.

 

Brandon S. - Texas based Investment Advisor - Custodian: TD Ameritrade

 

Are you looking for a robust portfolio accounting system?  At Capital Achievements, LLC, we can heartily endorse the Ndex System.  As with adding any software system to one’s advisory business, it is critical to delineate the needs and match them against the systems available.  If you’re looking for a system to manage your clients’ portfolios, Ndex can do that and so much more.  In addition to its main components, Ndex provides client data/information access via a white-labeled portal, compliance reporting as a result of tracking the activities of staff/clients in the system, billing, trading, and a CRM system.   The program’s capabilities simplifies our required reporting – to clients, management, and regulators.  Data access/integration is complete and Ndex support is unmatched.  We have asked for system changes/modifications and found them completed in practically no time – unparalleled responsiveness!  Truly, Ndex seeks to make our jobs easier and more efficient!  Isn’t that why we license software? Ndex is a comprehensive solution to a complex problem for advisors.

 

Doug P. - Texas based Investment Advisor - Custodian: TD Ameritrade

 

Ocean View Advisory has been using the NDEX system for about a year now and can highly recommend it to anyone who needs an efficient and affordable system to run and track their portfolio management business.  It has all features we need and more, (which we previously had with a far more expensive system,) with the added benefit of exemplary personal customer service.  We are extremely satisfied with our ability to build our portfolios, set up our trades, perform asset rebalancing, and design attractive informative reports for our clients.   Moreover, improvements and new features are constantly being added to the program.  Any issues we may have had during our set up, while mastering the learning curve, or any other questions we have, are always addressed promptly and patiently by the dedicated people at NDEX. 

 

Linda L. - Maryland based Investment Advisor - Custodian: Schwab

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