Scalable investing made simple

Intelligent technology for your competitive edge

>$20B

Assets on the platform

14

Accolades and counting

10

Countries with active users

REVOLUTIONIZe THE WAY YOU MANAGE MONEY 

Design, test, distribute and manage investment solutions with our platform for scalable investing

An end-to-end platform to scale your investment management business from solution design through implementation

The technology to offer mass customization at scale – a powerful benefit of more systematic processes

Advanced quantitative capabilities: multi-asset class, multi-strategy, derivatives

Access to a set of powerful integrations with our partners who provide data, analytics, algorithms, model portfolios and more

Tindeco platform interface for scalable investing

benefit from advanced customization

Manage custom portfolios at scale with award-winning technology

 

Tindeco Investment Studio interface for advanced customization abilities

CREATE CUSTOM STRATEGIES IN MINUTES

Tindeco Investment Studio

≡  Scalable cloud-based technology 

≡  No-code strategy designer 

≡  Powerful set of resources contributed by our partners 

≡  Comprehensive sets of customizable wealth profiles 

≡  Publish your strategies and profiles in our marketplace 

≡  Our AI Copilot designs strategies based on your natural language input 

IMPLEMENT AT SCALE

Tindeco Investment Manager

≡ An institutional grade Portfolio, Risk, and Order Management system

≡ You control the precise degree of automation vs manual intervention for optimal flexibility and scalability

≡ Assign strategies to portfolios and they will automatically create suggested orders for you to review and approve

≡ Design and implement the compliance and order management workflows that meet your needs

≡ Use Tindeco Investment Manager as your core platform OR use it as an integration layer so you can leverage our Investment Studio atop your existing PMS/OMS

Tindeco Investment Manager interface for scalable investing

unlock the benefits of more systematic processes

Get the precise degree of customization you need

Fund Managers

Offer separately managed accounts to institutional investors with custom risk tailoring

Private Banks

Offer a variety of investment profiles which can be customized by end clients

Independent Wealth Managers

Offer a wide range of customized portfolios based upon third party research and models

Retail Brokers

Provide a constant stream of actionable trading ideas in equity and FX derivatives

GROW YOUR BUSINESS 

Join our partner network  

Monetize

Monetize your content more effectively. Your clients will get more value from your content when it is embedded for use within our Tindeco Investment Studio and integrated with all of the other tools and data available.

Add Value

If you are a provider of portfolio management technology for investment managers then we suggest to join our partner network. Together we can help your clients to automate their investment management workflows and deliver customization at scale to their clients – great opportunity to upsell your clients to a solution that enhances your value.

Extend your offering

Let your clients customize how they work with your products and services. For example, if you provide a standard set of model portfolios, let your clients track them in custom ways to meet their client’s unique requirements.

Whitepaper collaboration with Accenture on Scalable Investing and Customization

Read our whitepaper, co-authored with Accenture, about scalable customization

BUILDING TRUST, ONE TESTIMONIAL AT A TIME

Testimonials

”Tindeco lets us orchestrate all of the data, analytics and engines that I need to manage my investments.”

Chief Investment Officer

”Our growth strategy is based on offering customised portfolios. We think Tindeco is the platform that can help us to reach our goals.”

Chief Product Officer

Everyone is talking about ‘segment for one’ – but no one has the solution … I think Tindeco has the solution.”

Chief Executive Officer

YOU MAY HAVE HEARD OF US

Featured in

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Wealth Briefing Awards
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HELPFUL INSIGHTS

FAQ

What fees does Tindeco Charge?

Tindeco charges based upon the assets being managed using strategies developed in the Studio and / or offered in the Marketplace. Fees vary with the complexity of the strategy as well as the partner content which is utilized, with minimum fees applicable. 

Do I need a specific portfolio management system?

A specific portfolio management system (PMS) is not required. Tindeco is compatible with a wide range of third-party portfolio and order management systems. Our advanced integration capabilities allow seamless integration with the systems you currently use.

How can my end clients influence what is in their portfolios?

You decide what degree of customization to offer your clients. In our experience, private clients tend to have relatively simple desires related to inclusion / exclusion criteria, risk tolerances (capital preservation and drawdown targets) and their ethical beliefs. Institutional clients are more likely to have custom requirements based on tracking error, risk allocations and turnover. Tindeco enables you to offer precisely the degree of customization that you target for each of your clients.

How long does it take to get started?

It’s easy to get started with Tindeco. Our systems have advanced data exchange capabilities and are integrated with a wide variety of PMS, OMS and brokerage platforms.