MONTREAL--(BUSINESS WIRE)-- NDEX Systems is expanding its relationship with Schwab Advisor Services (“Schwab”) to offer registered investment advisors (RIAs) its wealth management platform and data aggregation capabilities. The offering lets firms consolidate information from multiple custodians and asset types into one application, with the option to use the full platform or select individual functions that fit their existing technology.
NDEX Systems expands partnership with Charles Schwab
NDEX’s existing integrations with Schwab support automated daily feed file ingestion, single sign-on (SSO), client onboarding and trading. The company is working on further integration to support advisors working with Schwab.
For firms managing client assets across multiple custodians, public markets and private investments, a complete portfolio view depends on bringing information from many sources together. NDEX ingests custodial data feeds and other financial records, then normalizes and reconciles that information for use across a firm’s systems and workflows. Always ensuring to be reconciled back to Schwab data and reporting standards.
Data Bridge and F-Engine can be subscribed-to separately. RIAs can use Data Bridge as a standalone data layer to feed their existing CRM, reporting, investment accounting, trading, and other applications. Firms seeking an integrated platform can use the same reconciled data within NDEX F-Engine for portfolio management, performance reporting and advisor workflows, including reporting on alternatives and off-book assets. Individual F-Engine capabilities are also available, allowing firms to address specific requirements while retaining technology that already serves them well.
“Custodial access is only the beginning,” said Laurent Bensemana, CEO of NDEX. “RIAs need data they can trust across the systems they use every day. We give firms the choice of using that data in their existing tools or within F-Engine, with technology that can scale as their business grows and they add custodial relationships.”
NDEX’s Data Solutions and Wealth Management Solutions are listed in the Schwab Advisor Services technology provider directory. Together, Data Bridge and F-Engine give RIAs a consistent data foundation across custodial relationships, applications, and operational workflows.
About NDEX Systems NDEX provides data aggregation and multi-custodian wealth management technology for investment firms, family offices, and independent advisors. Its platform brings financial information from multiple sources into a single application and supports portfolio management, reporting, and related workflows. Learn more at ndexsystems.com.
