Resource Spotlight: Ndex® Systems

You’re not alone! In this article written for the Advisor Advocate, wealth management technology firm Ndex® Systems discusses a potential solution to a basic challenge faced by financial advisors who seek to grow their businesses.

Wealth managers, advisors and RIAs all face the same dilemma throughout their careers: how to deliver high-value service to their clients while continuing to grow their business. The issue is finding an efficient and accessible advisor software solution that achieves both goals without sacrificing one or the other.

Building a solid CRM database and combining it with an accurate account-management system might seem next to impossible. There is a constant need for robust reporting tools, comprehensive portfolio management aids, and a way to deliver high-value service to clients, all bundled into one. In many cases, professionals are juggling multiple systems/software to fill the needs of portfolio management and business management simultaneously. As a result, advisors might find themselves frustrated by time-consuming tasks, rising costs, and even compliance concerns because of the danger of overlooking deviations from stated account and client objectives.

Fortunately, the wealth management industry is evolving to meet the challenge. Single-access multi-data wealth management and tax preparatory platforms are available. Here are some of the software features advisors should look for:

  • Reconciliation of information from any source, whether it be custodial feed, website extraction, statement upload or manual entry
  • Ease in aggregating asset management, comprehensive reporting, and precise reconciliation functionality
  • Integrated account management (CRM, trading, billing, performance reporting, benchmarking, composite, modeling and workflow tools)

The Ndex® Solutions F-Engine Platform

The Ndex® Solutions F-Engine platform uses a “hub and spoke” development model based on proprietary-developed technology. The F-Engine is designed to deliver accurate data aggregation and consolidation of information across all access points, eliminating the need to administer multiple systems.

Join a Webinar to Learn More

To learn more about the Ndex® Systems wealth management and accounting platform solution, you are invited to join the webinar*: “Ndex®: A Complete Overview” on Tuesday, Dec. 20 at 4 p.m. ET.


* By clicking on this link, you understand you will be redirected to Ndex® Systems, a third-party website operated and maintained by Ndex® Systems. Scottrade and Ndex® Systems are not affiliated. The Ndex® Systems website contains information that may be of interest or use to the reader. Third-party websites, research and tools are from sources deemed reliable; however, Scottrade does not guarantee accuracy, completeness or timeliness of the information, is not responsible for statements, offers or products issued, and makes no assurances with respect to the results to be obtained from their use. No information presented constitutes a recommendation by Scottrade or its affiliates to purchase any product or instrument discussed therein or engage in any specific strategy. Please research any product or service carefully before purchase.

Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc.-Member FINRA/SIPC