michael.pendergrass
Acronym
NDEX Systems
Product ID
Wealth_Management_Solutions
Description
We combine the most trusted financial data with patented wealth management and accounting solutions to deliver a complete wealth management platform that saves time and adds value.
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Details
- 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.
Features
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
Vendors
Management Style
Schwab Products
Solution