Product Description
About this Product
Our patented software aggregates, normalizes, reconciles and bridges widely sourced financial data into clean, actionable data.
- Data Aggregation: Our platform captures financial data from any source and presents it in one unified application.
- Data Integrity: Benefit from a system that guarantees data accuracy, allowing you to make decisions with confidence and ensured compliance.
- Data Reconciliation: Save valuable time and reduce errors with seamless integration and synchronization, ensuring that your financial reports are accurate and consistent.
About NDEX Systems
NDEX provides a full range of data aggregation, multi-currency and multi-custodian wealth management platform services to North American portfolio management firms, family offices and independent advisors. Innovation, client service, and security are at the core of everything we do. We now support over 14,000 advisors managing $330 billion of assets across 310+ custodians in North America and beyond. We have made it our mission to revolutionize the wealth management industry by providing unfettered access to trustworthy data and robust portfolio management tools at an affordable cost. We offer extensive portfolio management, trading, and performance reporting tools along with fee billing, account opening, document management and risk intelligence tools. NDEX is powered by people passionate about data, finance, technology, and investment accounting.
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.