{"id":41782,"date":"2018-11-07T07:00:14","date_gmt":"2018-11-07T12:00:14","guid":{"rendered":"https:\/\/www.send2press.com\/wire\/?p=41782"},"modified":"2018-11-12T16:07:39","modified_gmt":"2018-11-12T21:07:39","slug":"ndex-systems-launches-a-significant-breakthrough-in-consolidating-data-for-reporting-to-clients-on-investment-fixed-indexed-annuity-and-insurance-accounts","status":"publish","type":"post","link":"https:\/\/www.send2press.com\/wire\/ndex-systems-launches-a-significant-breakthrough-in-consolidating-data-for-reporting-to-clients-on-investment-fixed-indexed-annuity-and-insurance-accounts\/","title":{"rendered":"Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance accounts"},"content":{"rendered":"

BOSTON, Mass., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — Ndex Systems today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts.<\/p>\n

\"Ndex
\nNow financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.<\/p>\n

The system supports reporting, from a single portal, on all data including lifetime income benefits, death benefits, riders and other values unique to annuity and insurance contracts.<\/p>\n

\u201cNow reports to clients with both investments as well as annuities and insurance will be easy to produce and deliver a more complete financial picture,\u201d said John Larson, Principal at Ndex Systems U.S.<\/p>\n

To learn more visit: https:\/\/www.ndexsystemsusa.com\/ndex-video<\/a> and https:\/\/www.ndexsystemsusa.com\/annuity-and-insurance-reporting<\/a><\/p>\n

About Ndex Systems U.S.:<\/h3>\n

Ndex Systems U.S. has partnered with Ndex Systems, Canada to deliver a very comprehensive and cost-effective portfolio management system. Ndex Systems was founded in 1999 and services over 11,000 advisors and $130B in AUM throughout the U.S. and Canada. The Ndex Systems platform consolidates data from and supports over 136 direct custody feeds and 4600 financial institutions. Learn more: https:\/\/www.ndexsystemsusa.com\/<\/a>.<\/p>\n

Media Contact:<\/strong>
\nJohn Larson
\nNdex Systems U.S.
\njohn@ndexsystemsusa.com
\n978-922-2007 or 978-810-5230<\/p>\n

VIDEO (YouTube): https:\/\/youtu.be\/rGzk0pYCT6E<\/a><\/p>\n

https:\/\/youtu.be\/rGzk0pYCT6E<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

BOSTON, Mass., Nov. 7, 2018 (SEND2PRESS NEWSWIRE) — Ndex Systems today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts.<\/p>\n","protected":false},"author":7360,"featured_media":41767,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[575,163,1,38,105,161,40],"tags":[10518,10519],"class_list":["post-41782","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investment-news","category-boston-news","category-business-news","category-finance-news","category-insurance-news","category-massachusetts-news","category-video-news-release","tag-indexed-annuities","tag-portfolio-management-system","has-post-title","has-post-date","no-post-category","no-post-tag","no-post-comment","has-post-author"],"acf":[],"views":8825,"_links":{"self":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts\/41782","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/users\/7360"}],"replies":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/comments?post=41782"}],"version-history":[{"count":0,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts\/41782\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/media\/41767"}],"wp:attachment":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/media?parent=41782"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/categories?post=41782"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/tags?post=41782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}