NDEX joins Wealth Engineering's expert sourcing consortium

The Wealth Engineering Family of Companies added NDEX Systems to its Expert Sourcing Consortium, giving advisory and CPA firms in its network access to NDEX's wealth management and investment accounting platform. The move is designed to help firms consolidate on- and off-book assets into a single client view and reduce manual reconciliation.

Why it matters: - Wealth advisory and CPA firms in Wealth Engineering's network can now access a platform built to unify scattered financial data across asset classes. - The partnership is aimed at giving firms a fuller view of client wealth, not just publicly traded assets. - Wealth Engineering says the addition supports its push to help firms move from product-driven models to fee-based, holistic advice.

What happened: - The Wealth Engineering Family of Companies said NDEX Systems has joined its Expert Sourcing Consortium. - The announcement was made Sept. 3, 2026, in Orlando, Florida. - The partnership gives WE network firms direct access to NDEX's patented wealth management and investment accounting platform. - The platform is intended to aggregate, normalize and reconcile widely sourced financial data in a secure, SOC 2-certified environment controlled by the firm.

The details: - NDEX's platform provides a consolidated "total wealth" view of client holdings across every asset class, both on- and off-book. - Wealth Engineering said the addition complements its elastic infrastructures, including FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. - Nick Gregory, founder and CEO of Wealth Engineering, said adding on- and off-book reporting gives the 2,170-plus TopTier wealth management firms in the network a competitive edge. - Gregory said the setup can eliminate hours of manual data entry and improve client relationships through more transparent reporting. - Laurent Bensemana, founder and CEO of NDEX, said the consortium gives the company's data and reporting technology direct access to one of the country's fastest-growing networks of top-tier advisory and family office firms. - Bensemana said the partnership fits NDEX's mission to let firms own their financial data.

Between the lines: - The deal reflects a broader industry move toward centralized data ownership and more complete household balance sheets. - Wealth Engineering is using the consortium model to add specialized tools without forcing firms to rebuild their core technology stacks. - NDEX's focus on on- and off-book assets suggests demand for reporting that covers private holdings, alternatives and other assets that often sit outside standard portfolio systems.

What's next: - NDEX will work with firms in Wealth Engineering's network to consolidate client financial data and streamline reconciliation. - Wealth Engineering will continue expanding its expert sourcing network with services, products and technology for wealth management firms nationwide. - NDEX says the goal is to help firms deliver more transparent reporting and deeper client trust.