wealth management

THE RIGHT WAY

K E Y F E AT U R E S
FULLY INTEGRATED BACK -OFFICE
Compliance, CRM, billing & fee management, complete consolidation of client
information.

SINGLE ACCESS DASHBOARD

Web-access dashboard for professionals
and branded online access portal for clients.

SEAMLESS DATA AGGREGATION

Automatic feeds direct from custodians,
web-portal scraping and document digitizing.

ROBUST REPORTING
Comprehensive reporting tools, consolidated

OVERVIEW
F-Engine is an advanced integrated
portfolio management solution for
financial as well as brokerage institutions,
wealth managers, RIAs, and family
offices.

Experience immediate cost savings

thanks to improved operational
efficiencies and increased revenue
through intelligent data and client
management.

F-Engine perfectly integrates with your

existing back-office systems and allows
for multi-custodian access. It is the
leading application in the financial
industry, supporting close to 100
custodians and offering access to over
500 financial
different financial
institutions.

F-Engine
lets
you
minimize
administrative tasks (technology
maintenance, manual data aggregation,
compliance, etc.) and maximize client
experience in order to build strong,
long-lasting relationships.

The unique hub-and-spoke architecture of

F-Engine perfectly highlights the
integration of all client information. Every
aspect of F-Engine speaks to one another
to create a flawless and unified platform.
The power of F-Engine and its multitude
of built-in tools will certainly help you
increase customer satisfaction and grow
your assets under management.

With our comprehensive design you can

manage all of your activities under one
single platform no need to choose
between modules. F-Engines multifaceted single-access system is built to
support todays financial institutions.
F-Engine helps you improve your
performance by allowing you to access
information from any source, offering the
most holistic view of your investors
financial portfolio.

asset reporting, and in-depth performance

reports.

ONE ACCESS, ONE PLATFORM, ONE SOLUTION.

EXPERIENCE THE NDEX DIFFERENCE
50 Queen Street, Suite 304, Montreal, Quebec H3C 2N5

Tel 514.288.0908

Fax 514.288.5184

WWW.NDEXSYSTEMS.COM