Solution introduction
Dedicated Data Tools for Every Financial Professional
Family offices, wealth managers, and accountants often deal with similar challenges when managing data due to their roles in handling complex financial information and reporting. From data integrity and accuracy to reporting and benchmarking, financial professionals need to trust their data
NDEX provides the industry’s most trusted data, ensuring it is accurate, complete, and consistent for effective decision-making and compliance.
Enhance your strategic counsel and tailor your services
Infinite data flow
NDEX has created the industry’s largest engine to absorb your client’s financial data from wherever it resides inside and outside your organization and deliver it on demand so you can better serve your clients and grow your business
Data aggregation
Our platform captures financial data from any source–304 custodian direct feeds, 8500 website data extractions, PDF statements, custom Excel templates, etc.–and presents it in one unified application.
Data integrity
Ensure flawless financial management with NDEX, designed to uphold the highest data integrity standards. Benefit from a system that guarantees data accuracy, allowing you to make decisions with confidence and ensure compliance with ease.
Data reconciliation
Save valuable time and reduce errors with seamless integration and synchronization, ensuring that your financial reports are accurate and consistent.
Real-time data and reporting
Stay ahead with real-time data access on our secure cloud platform. Instantly update and retrieve financial data anytime, anywhere, giving you the agility to respond swiftly to market changes and client needs.
Secure data handling
Protect your clients’ sensitive information with a security-centric platform and SOC 2 Type 1 certification, a leading standard in security, privacy and confidentiality. With NDEX, peace of mind comes standard.
