Tag: portfolio management system
Ndex Systems U.S. launches breakthrough reporting to clients on investment, fixed indexed annuity and insurance accounts
eNewsChannels NEWS: -- Ndex Systems U.S. today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts.
