Asset Vantage vs Tindeco

You are looking for alternatives to Asset Vantage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asset Vantage

Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

Tindeco

Portfolio Management

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.

Employees

80-100

Founded

2011

Ownership

Owned by management
External investors

Incorporated

United States of America

Locations

Stamford, CT, USA
Mumbai, India
Pune, India
Singapore

Top markets

United States of America
India
GCC – (UAE, Bahrain, Oman, KSA)
Far East Asia

11-50

2010

External investors (neither clients nor staff)
Owned by management
Key staff also have ownership

Switzerland

Zug
Switzerland & Edinburgh
Scottland

United Kingdom
Switzerland
Russia
Netherlands
Denmark

Client

Focus

Single-family offices
Multi-Family Offices

Serves also

Individual Wealth Owners
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

Number

400+ Global families served

Fund managers

Single-family offices
Multi-family offices
Banks
Financial advisors

Product

Main tasks

Data Aggregation – All Assets, Bank/Cash
Integrated Accounting
Partnership Accounting
Portfolio Analytics – Multi-Currency
Custom Dashboards
Document Management

Top features

Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
Multi-Period performance & benchmarking
Partnership accounting and entity look-through
Global listed equities & fixed income traded asset pricing
Integrated General Ledger
Consolidating & Multi-Period Balance Sheet & Trial Balance
Consolidating & Multi-Period Income Statement
Capital Flow Reporting
Fully Configurable & exportable widget dashboard across Performance Reporting
Custodian transactions sync & reconciliation
Document Vault
Integration with Bill.com and Arch
Check Writing
User Permissions & Entitlements
Transparent Pricing

Assets supported

Bankable Assets
Private Equity
Real Estate
Derivatives
Private Assets (e.g. collectables, luxury cars, boats, high-value art, etc)
Venture Investments

Compliance

SOC2 Type 2
SOC/SOC 2

Whitelabel

Portfolio management
Compliance (e.g. AML, KYC, regulatory reporting)
Risk management
Data aggregation
CRM
Consolidated reporting
Trading (orders only)

Bankable assets
Private equity
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

MiFID II
GDPR
FinSA/FinIA
UCITS

Technology

Type Of Software

SaaS/Serviced Software

Security

SOC2 certified
VAPT certified
Encryption for data at rest – AES 256 & transit – TLS 1.2 & 1.3
Unique database & URL
Regional cloud presence
Single Sign-on & Multifactor authentication