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The Portfolio X-Ray provides investors holding mutual funds and ETF's the ability to analyze asset class, sector and country allocations at the underlying security level. It also provides a view of the accounts, funds and ETF's in which securities are held and the value of the securities in their respective accounts and funds. Lastly it provides yield and income projections for securities paying interest or dividends.
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The Security Analysis provides price and total return performance analysis vs. benchmarks. It allows for dynamic selection of benchmarks as well as the ability to dynamically adjust beginning and ending dates for point to point performance.
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The Household Review provides a streamlined way to view household, account and position level information. Balances, inflows, outflows, growth and performance are easily reviewed on a singe page view.
Product Description
About this Product
Complete all-in-one multi-currency multi-custodian portfolio management technology solution for running a wealth management business:
- Robust portfolio management engine and performance reporting, with extensive custom reports/dashboards and billing options
- White labeled client web portal & mobile app
- SOC II data security and seamless pre-build integrations to third party applications
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.