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Investment Management

NDEX

Data-driven insights for smarter investment decisions.

"NDEX is a comprehensive data and analytics platform designed for Registered Investment Advisors. It provides tools for portfolio analysis, performance reporting, and risk management, enabling firms to make data-driven investment decisions and improve client outcomes."

Launch Product Page
Market Position
Ranked #5 in Investment Management
Validated Adoption
4,299 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance analysis
Market data aggregation
Customizable reporting dashboards
Client data integration
Risk analytics

Agentic Intelligence Briefing

"NDEX empowers RIAs with actionable insights derived from comprehensive data analysis to improve investment performance and client satisfaction."

Real-time Forensic Synthesis

Stack Compatibility Profile

How NDEX integrates into institutional RIA stacks.

4,299 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
95%
Stack Correlation
ROL
95%
Stack Correlation
Elements Financial Planning
75%
Stack Correlation
Morningstar Office
59%
Stack Correlation
MCO
59%
Stack Correlation

Product Dossier

Target Market
Broad Institutional
Target Audience
Independent RIAs and wealth management firms seeking data-driven investment strategies.
Pricing Model
Enterprise Quote
Profile Completeness
100%

Audit Your RIA Stack

See how NDEX fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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