Tindeco

Category

Portfolio Management

Country

Switzerland

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Get in touch with Tindeco

Tindeco Michael Kaimakliotis

Michael Kaimakliotis

Europe
Contact Michael Kaimakliotis

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

Category

Portfolio Management

Country

Switzerland

Visit website

Get in touch with Tindeco

Tindeco Michael Kaimakliotis

Michael Kaimakliotis

Europe
Contact Michael Kaimakliotis

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 References

Support & 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?

We also reviewed some other Portfolio Management Providers

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Fisglobal

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Enfusion

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Simple solutions for complex times.