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
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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STP Investment Services
Category
Technology provider
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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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
- 100-500
-
- 2008
-
- Bangalore, India
- Pennsylvania, USA
- West Chester, USA
- United States of America
-
-
- Key staff have ownership,
- External investors (neither clients nor staff)
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
- Multi-family offices
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
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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
- Accounting
- Consolidated Reporting
- Data Aggregation
- Portfolio & Cost Analysis
- Portfolio Management
- Intra-Family Loans
- After-tax performance reporting
- Ability to White-label
- Custom Development Service
- Custom Reports
- Full Multi-Currency Support
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Funds
- Cash & Equivalents Commercial
- Commodities
- Cryptocurrency
- Developed Markets
- Developing Markets
- Digital Assets & Crypto Currency
- Direct Private Equity
- Equities
- Fixed Income
- Foreign Exchange
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Insurance
- Lifestyle Assets & Rare Collectibles
- Music Royalty
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate
- REITS
- Residential
- Venture Capital
- Warehousing & Industrial
-
- 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
- SAAS,
- Serviced software
-
- Salesforce,
- Microsoft Dynamics,
- Canoe
- Yes
-