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Tindeco

Category
Portfolio Management
HQ
Switzerland
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.

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Company

Facts about the company

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
Clients

Facts about the clients

Focus

Fund managers

Serves also
  • Single-Family Offices
  • Multi-Family Offices
  • Banks
  • Financial advisors
References

Available upon request

Request References

    Product

    Get an overview of what this software does.

    The basics

    Basics about the product

    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

    Download Detailed Feature List
    Technology

    Look under the hood

    Reporting-specific features

    They handle reporting like this

    Type of data

    Transaction level

    Custodians

    +1000

    Multi-currency
    • Based on transaction data
    • Set multiple base currencies
    • Separate holding level gain/loss from currency gain/loss
    • Based on holding/position data
    Pricing & Co

    Learn about the commercials

    Cost structure
    • AUM based
    • Feature based
    • Seat based

    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.

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