One-Click Upload of Your Investment Data to Your CRM
Use the NDEX Systems import widget to “one-click” all your investment data from NDEX directly into your Cloven CRM.
How Can I See My Clients’ Investments in my CRM?
- Book Value, Market Value and Cash Balance by Account
- Account Type (TFSA, RRSP, etc.) to calculate balances
- Auto-link and de-duplication of related Contacts
- Under 5 minutes to complete end-to-end
Step #1
Open the Import tab in Cloven and select “NDEX Systems”
You can access this by clicking “Industry Data” from the homepage, or “Import” on the top menu.
Once here, you can select NDEX Systems from the list of options.
Step #2
Create a Customized Report in NDEX for Export
Login to your NDEX account, and perform and Advanced Search.
Within the Advanced Search select the relevant data points (don’t worry, we tell you which ones!), and export.
If you get stuck at any point, let us know! We can jump in to help.
Step #3
Upload the Report to Cloven and Click Submit
The exported report can now be one-click uploaded to Cloven.
Once uploaded, it can take up to 5 minutes to import all data.
Step #4
Repeat to Keep Up-To-Date Data
Of course, investment data is not static, but dynamic! Repeat this process regularly (most do weekly) to ensure up-to-date data.
Don’t worry- the import widget does all the heavy lifting to make sure nothing is duplicated.
Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Want to ask specific questions?
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