Asset Vantage vs Tindeco

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Asset Vantage

Asset Vantage

Category
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.

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Tindeco

Tindeco

Category
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.

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Company
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


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  • 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


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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


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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

  • Yes


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


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


  • MiFID II
  • GDPR
  • FinSA/FinIA
  • UCITS


  • Yes

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

Ecosystem

  • Linux

Integrations

  • Arch
  • Bill.com
  • API Integrations available

Mobile App

  • Yes


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