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 […]