Founded in 1999, Ndex Systems is a B2B technology firm dedicated to the wealth management industry. The company's mission is to empower financial professionals by providing a single, integrated platform that streamlines operations, from client onboarding and portfolio management to compliance and reporting. The Ndex platform unifies various tools like CRM, trading, fee calculation, and client portals into one efficient ecosystem, allowing financial institutions to enhance their service offerings and scale their business effectively under their own brand.

Founded in

United States