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.

The CFG Responsive onboarding system is designed to streamline the new account opening and transfer process by allowing all required client information to be input quickly and securely based on details provided by our advisor partners. As part of this process, advisors are required to submit completed client fill forms, which include all necessary personal, […]

The Client Service Request Portal at croftgroup.com/client-service-requests is powered by ClickUp, a flexible, enterprise-grade workflow and task management platform that supports our commitment to responsive, high-quality client service. Request Management Process: The portal reinforces our commitment to operational transparency, team collaboration, and timely service for both clients and advisors.

At CFG, we use Microsoft SharePoint as our secure, cloud-based platform for storing, organizing, and managing client files. SharePoint provides a centralized, enterprise-grade document management system that ensures data security, access control, version tracking, and compliance with industry regulations. Why SharePoint? SharePoint is a highly secure platform backed by Microsoft’s enterprise cloud infrastructure. It enables […]

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