The Ndex platform is a fully integrated and reconciled portfolio management solution designed to facilitate the daily workflow of client management and provide CRM, internal compliance and reporting capabilities.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and transaction history
  • Make transactions directly from the platform and get real-time order statuses and executions
  • Automatically rebalance clients' portfolios based on investment models and objectives
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