Ndex: Own Your Data: access and utilize your data from any source, anywhere, with ease.
ABOUT Ndex “Founded in 1999 by CEO Laurent Bensemana, Ndex Systems is the first wealth management platform that aggregates, normalizes, and reports on data from any source.
“Today, Ndex is the only fully independent and multi-custodial wealth management technology provider in Canada, and SOC2 compliant. We help over 1,400 firms and 1,300 professional advisors manage +165 billion in assets for more than 14 million individual client accounts.”
WHAT ARE THE INTEGRATION POINTS BETWEEN NDEX AND REDTAIL CRM?
Integration points between Ndex and Redtail include the ability to push client account data from Ndex into Redtail CRM.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.