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:

• Secure Access: Protected by bank-grade encryption and multi-factor authentication.
  
• Portfolio Dashboard: Real-time access to portfolio holdings, performance, and transaction history.
  
• Document Vault: Centralized access to NBIN statements and tax documents.
  
• Household View: Clients can view not only individual accounts, but also family-wide consolidated reports.
  
• Reporting: On-demand access to performance summaries and downloadable investment reports.