Tindeco vs Eton Solutions Comparison
You are looking for alternatives to Tindeco. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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 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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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
In the media
