Tindeco vs Eton Solutions Comparison

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Tindeco

Tindeco

Category
Portfolio Management

Switzerland-based Tindeco lets clients design and implement rule-based investment strategies flexibly to create performance, hedge and allocate risks and manage workflows. Employing portfolio construction technology that blends simulation, optimization and A.I. methodologies, the solution creates optimal rule-based portfolios.

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Eton Logo

Eton Solutions

Category
Portfolio Management

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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Company
Employees

  • 11-50
Revenue

-

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
Total AUM

-

Avg. AUM per client

-


  • 100–500

  • $10 million+

  • 2015

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner

  • United States of America

  • Chapel Hill
  • Bangalore

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

  • $450 billion

  • $1–20 billion
Client
Focus

  • Fund managers
Serves also

  • Single-family offices
  • Multi-family offices
  • Banks
  • Financial advisors
Number

-


  • Single-family offices

  • Multi-family offices
  • Financial advisors
  • Trust companies

  • 390 families
Product
Main tasks

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

-

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

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality

  • All assets are supported on the platform

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards

  • Yes
Technology
Type Of Software

-

Security

-

Ecosystem

-

Integrations

-

Mobile App

-


  • SaaS

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management

  • Microsoft

  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
  • Bill.com
  • Advisor Peak

  • Yes
Simple solutions for complex times.