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One

access, One
platform,
One solution.
Information
Technology
Solutions
Experience the Ndex Difference

Integrated Single-Access Web Application


ONE INTERFACE
Ndexs

F-Engine is entirely webbased, letting you work from


any location.

cutting-edge

technology delivers all the


necessary tools to provide

F-Engine extends your


offerings outside the office
and creates a unified and
consistent database you can
access from anywhere, at
any time.

solutions to all your clients


needs, through one unified
and

eas y-to-navigate

dashboard.

HUB-AND-SPOKE

All you need is an internet


connection!

The unique architecture of


Ndexs

F-Engine

ensures that each and


every component of the
system

speaks

another

to

to

one

ensure

seamless aggregation of
your clients information.

MULTI-CUSTODIAN
With access to over 80
direct custodian feeds, you
can now have account
information simultaneously
uploaded

directly

into

F-Engine to create a true,


holistic view of your clients
financial
their

status

whether

accounts

in-house or off-book.

are

The unique design of Ndexs


F-E n gin e p la tf o rm is wh a t
separates us from the competition.
Our web-access service truly
makes your service offering as a
financial professional, limitless. With
the ability to access your
database of client portfolios at any time
from any location, the
possibilities to grow your assets under
management are endless.
No longer will you have to worry
about rising IT costs, network
administration issues, hardware and
software upgrades, data

security, or continuous system


training for your employees. Ndexs
F-Engine is specifically designed to
be easy-to-operate, yet produce
comprehensive and data-rich
results.
Ndexs platform combines its
revolutionary wealth management
platform with all the necessary
back-office support systems to
ensure seamless control over your
business and your clients.

One access, One platform, One solution.


Experience the Ndex Difference

Total Aggregation of Client Information


F-Engine integrates perfectly with existing
back-office systems and supports
simultaneous multi-custodian access.
Coupled with Ndexs web-portal scraping
technology and document digitization, you
have the ability to consolidate all of your
clients information into one dashboard.
We are the only application with as
many custody feeds and access to as
many financial institutions on both the
Canadian and U.S. markets.

BEHAVIORAL
INVESTING
Ndexs

patented

eTCP

(Electronic True Customer


Profile) can allow you to
track

an

investor s

behaviors to help propose


appropriate

investment

strategies.

ZERO MODULES
F-Engine is a complete
package

with

built-in

Providing our clients with simultaneous access to multiple custodians is


crucial. With our automatic retrieval no data is out of reach, and thanks to
our web-scraping and document digitization tools, gone are the days of
manual data entry. You now have ability to create consolidated
statements for your clients, even if their accounts reside under different
institutions.

CRM, compliance, orderentry, reporting, and backoffice systems. No need to


purchase

additional

modules.

TURNKEY
F-Engine was built from
the ground-up with a one
architecture,

one

Personalized Customer Care


Experience Ndexs personalized and dedicated customer care and service
where you are treated like a member of the ever-growing Ndex community.
At Ndex, your concerns do not remain unanswered. Our clients are our
staffs top priority and our dedicated teams are easily mobilized to assist
you.

inter-

face, and one specific


purposeIntegrated
financial management.

Ndex is able to resolve in a matter of hours what could take other


companies months or even years to achieve.
Your needs are important to us!

For more information


please visit us on the web
at:
www.ndexsystems.com

50 Queen Street, Suite 304


Montreal, QC H3C 2N5
Phone 514.288.0908
info@ndexsystems.com

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