Solution introduction
Seamless Daily Sync of Investment Data into Cloven
Connect your NDEX Systems account to Cloven and sync investment data from any source—updated automatically each day. Keep client records up to date with cash balances, portfolio values, and account details, all in one place
Can I see my clients’ investments in my CRM?
- Book Value, Market Value and Cash Balance by Account
- Account Type (TFSA, RRSP, etc.) to calculate balances
- Auto-link and de-duplication of related Contacts
- Automatically updated on a daily basis
Use the CRM used by top advisors in Canada
With the Cloven’s NDEX Systems integration, drive efficiency in your workflow and identify new business opportunities.
