The NDEX Client Portal offers clients a secure, web-based interface to view their portfolios, access documentation, and engage with their advisory team. It reinforces transparency, supports digital service delivery, and provides clients with self-service access to their financial information anytime, anywhere. Key Capabilities:
Croesus Web Investor is a secure, web-based client portal provided by CFG, used by our legacy clients for transparent access to their investment portfolios. Key Features: Transition to NDEX While Croesus Web Investor continues to serve our legacy clients, CFG is progressively transitioning to the NDEX platform. NDEX offers enhanced features, including NBIN statement and […]
MyPortfolio+ is a secure, web-based platform provided by National Bank Independent Network (NBIN), giving investors 24/7 access to their account information. It offers a simple, reliable way to stay informed about your investment accounts and access key documents anytime, from any device. Key Features: My Portfolio + vs. NDEX While MyPortfolio+ provides access to account-level […]
The NDEX Advisor CRM system provides a centralized platform designed to give investment advisors a comprehensive and real-time view of their client relationships, holdings, and interactions. It serves as both a client relationship management tool and a data aggregation engine. Key Features and Capabilities: Multi-Factor Authentication (MFA) The NDEX platform employs a robust Multi-Factor Authentication […]
Croesus is an institutional-grade portfolio management and compliance software platform used internally to support the efficient oversight of client accounts. While it offers a broad suite of wealth management tools, within our environment, Croesus is primarily leveraged by operations, compliance, and portfolio management teams—not by external advisors directly. Capabilities:
This portal supports investment advisors and their clients with account access via NBIN. It offers advisors transparent, 24/7 access to account-level data and documents. Key Features: Note: MyPortfolio+ does not offer performance reporting. For performance reporting and household-level views, NDEX should be used in parallel or as the primary portal.