Tindeco
Tindeco VISION provides the ultimate platform to efficiently manage any type of investment portfolio.
VISION covers all your workflows from consolidating your holdings, constructing portfolios, implementing orders and managing risk. Flexible interactive performance and risk analytics help you to develop important insights. VISION is easy to implement – either onsite or in the Cloud – and intuitive to use. Best of all VISION helps you work smarter and become more efficient by automating systematic workflows – leaving you with the rarest of commodities: more time.
What sets Tindeco apart?
"Our end to end technology is unique in the marketplace. No other platform provides the flexibility and breadth of functionality in a truly integrated software platform that is modular by design."
Michael Kaimakliotis
Product
Get an overview of what this software does.
Main tasks
- Portfolio management
- Compliance (e.g. AML, KYC, regulatory reporting)
- Risk management
- Data aggregation
- CRM
- Consolidated reporting
- Trading (orders only)
Assets supported
- Bankable assets
- Private equity
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
Compliance
- MiFID II
- GDPR
- FinSA/FinIA
- UCITS
Whitelabel
- Yes
Type of data
- Transaction level
Custodians
- 1,000+
Multi-currency
- Based on transaction data
- Set multiple base currencies
- Separate holding level gain/loss from currency gain/loss
- Based on holding/position data
Cost structure
- AUM based
- Feature based
- Seat based
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2010
Ownership
- External investors (neither clients nor staff)
- Owned by management
- Key staff also have ownership
Incorporated
- Switzerland
Locations
- Zug
- Switzerland & Edinburgh
- Scottland
Top 5 Markets
- United Kingdom
- Switzerland
- Russia
- Netherlands
- Denmark
Focus
- Fund managers
Serves also
- Single-family offices
- Multi-family offices
- Banks
- Financial advisors
Available upon request
Request ReferencesSupport & services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
In person on site support
Pricing of support
Based on SLA
Onboarding
Depending on the complexity of the clients set-up onboarding can range from 1 month up to more than a year.
On average we would assume 3-6 months.
Wondering how Tindeco compares to other companies?
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