About Us

Ndex is the leading independent & multi-custodial wealth management technology provider in Canada. We have grown to support over 1400 firms managing +$200 billion in assets for more than 14 million clients. For more than 20 years we have consistently evolved our platform to ensure wealth management professionals can meet the ever changing needs of the industry and their clients. Our platform’s unique approach offers the flexibility and scalability to service  diverse lines of business. Our clients range from independent advisers and family offices to major wealth management, brokerage, and accounting firms.

‍Ndex’s fully integrated system supports both single and multi-custodial platforms. Our best-in-class platform includes portfolio management, CRM, securities management, trade order management, compliance, fee management, operations, reporting, and tax reconciliation for our clients. Ndex’s adaptable platform is well positioned for expansion and supports operations worldwide.