NDEX Systems

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Our systems are designed to make it easy to migrate historical data into the NDEX platform, giving you the freedom to view and extract data into third-party platforms or spreadsheets for internal analysis. We believe you own your financial data and should have unfettered access and control over it.

NDEX

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NDEX is North America's largest data aggregator for wealth management — trusted by 14,000+ advisors and 1,600+ firms managing $600B+ in assets. Founded in Montreal in 1999, NDEX holds 4 USPTO patents on financial data aggregation and is SOC 2 Type II certified. At the core of the NDEX platform is Data Bridge — a patented multi-custodian data aggregation engine that connects to 350+ daily custodial feeds and 8,500+ website data extractions. It normalizes data from any source (PDF statements, Excel files, FTP feeds, direct API connections) into a single reconciled data model, delivering clean books to your portfolio management and reporting systems the same morning the data arrives. NDEX is purpose-built for Canadian wealth management firms, independent advisory practices, portfolio management firms, and family offices. The platform automates investment accounting, performance reporting, fee billing, client reporting, and compliance — replacing manual reconciliation workflows with automated processes that run overnight. Key differentiators: 25+ years serving Canadian advisors | 4 USPTO patents on data harmonization | 350+ custodial feeds including all major Canadian institutions | Supports IIROC, MFDA, and OSC requirements | SOC 2 Type II certified | Open API for integration with existing tech stacks.