Ndex Systems Inc. and PlanPlus have announced that they have teamed up to introduce an integrated solution that allow advisors to combine the PlanPlus Planit as a financial planning tool with the Ndex's portfolio management platform.

Ndex is a platform that includes portfolio management, trade order management, rebalancing, reporting, client relationship management and other functions. It has a data aggregation capability “that can pull in a client’s financial data from virtually any source…When PlanPlus Planit is added for the delivery of financial planning advice, advisors will have an easy to use and cost effective solution with only the two suppliers,” stated the companies in a joint announcement July 7.

Complete view of a consumer’s holdings

“Although we currently provide integration to several back offices and technology providers, never before have users had access to the power of data aggregation integration and planning together”, said PlanPlus President, Shawn Brayman. “Financial planning has always required a complete view of a consumer’s holdings and Ndex has done an amazing job of providing this service and more in a cost effective platform.” 

Holistic perspective

“It is not about managing assets, it is about managing your clients”, said Laurent Bensemana, President of Ndex Systems. “What clients want today is a holistic perspective. They want the convenience and ability to see all of their financial attributes in one central location. They want a holistic strategy and not a piecemeal strategy”.