Tag: Ndex Systems U,S,
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Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance accounts
BOSTON, Mass. — 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.