How to view NDEX Data In Cloven
Introduction
Once your NDEX integration is live, investment data will begin syncing daily into Cloven. Here's how to view and manage that data.
Stage 1: How to view NDEX data in Cloven
1. In Cloven Navigate to the 'Investments' module.
2. You will see a list of newly added records, these are pulled directly from NDEX. These can be identified by:
- Unique Record Names (NDEX Account numbers)
- Modified time: 5am EST
3. Clicking on an NDEX Account will take you to the record: From here you can view the account information. We bring the following information over from NDEX:
- Account Number (investment name)
- Account Type
- Market Value (updated daily)
- Book Value
- Cash Balance
- Last updated Time
- Rep ID
Stage 2: Connecting Investment data to the Client
Option 1: Using NDEX Portfolio ID (If the Port ID for clients in known)
1. Go to the client's contact profile in Cloven.
2. Add NDEX Portfolio ID in NDEX Port ID. field.
Note: Now cloven will automatically link the account and the client's profile to future updates.
Option 2: Manually Adding Contact Name (If the Port ID for clients is unknown)
1. Go to the investment record.
2. Fill in the Client's name in the Contact Name field.
3. Click the blue check-box to save the update.
Note: Now Cloven will automatically link the account and the client's profile to future updates.