NDEX Systems Announces New Integrated Single Sign-On and Streamlined Client Onboarding Experience with Schwab Advisor Center®

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[{"type":"text","content":"MONTREAL, Jan. 8, 2026 /CNW/ - NDEX Systems ("NDEX"), North America's leading multi-custodian data utility and wealth-management platform today announced a new integration designed to simplify advisor workflows: an enhanced single sign-on (SSO) connection and a fully integrated client onboarding experience with Schwab Advisor Center's digital onboarding workflow.","length":383,"tagName":"p"},{"type":"text","content":"The collaboration brings together Schwab's industry-leading custody infrastructure with NDEX's advanced data and workflow automation, giving wealth managers, RIAs, and family offices a more seamless, secure, and efficient way to manage client accounts.","length":260,"tagName":"p"},{"type":"text","content":"A Streamlined Advisor ExperienceThe new NDEX–Schwab integration delivers:","length":74,"tagName":"p"},{"type":"text","content":"Integrated Single Sign-On (SSO)Advisors can now move instantly and securely between NDEX and Schwab using a unified authentication flow.","length":137,"tagName":"p"},{"type":"text","content":"This removes redundant logins, enhances data security, and accelerates daily tasks across both platforms.","length":105,"tagName":"p"},{"type":"text","content":"Simplified Client OnboardingThe onboarding process is now tightly integrated, enabling advisors to:","length":100,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Initiate Schwab account openings directly through NDEX","length":54,"tagName":"p"}]},{"val":[{"type":"text","content":"Pre-fill client and account information using NDEX's normalized data","length":72,"tagName":"p"}]},{"val":[{"type":"text","content":"Reduce duplicate entries, manual errors, and back-and-forth coordination","length":72,"tagName":"p"}]},{"val":[{"type":"text","content":"Accelerate time to account completion and funding","length":49,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":247,"olType":false},{"type":"text","content":"This end-to-end onboarding enhancement builds on NDEX's core mission: giving advisors clean, compliant, and actionable data across every custodian and asset type.","length":166,"tagName":"p"},{"type":"text","content":""Advisors need speed, data accuracy, and workflow simplicity," said Laurent Bensemana, Founder and CEO at NDEX Systems. "Our integration with Schw...

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