Scalable Investing Made Simple

Intelligent Technology for Your Competitive Edge


>$20B

Assets on the platform

16

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

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

  • Visual Designer: Build strategies visually using our no-code interface
  • Cloud-based: Scale instantly with secure, cloud-based technology
  • Partner Ecosystem: Access powerful integrations with our trusted partners
  • Smart Profiles: Get comprehensive sets of customizable wealth profiles
  • Marketplace: Publish and deploy your strategies at scale

IMPLEMENT AT SCALE

Tindeco Investment Manager

  • Institutional Grade: Portfolio, Risk, and Order Management in a single platform
  • Flexible Control: Control the precise degree of automation vs manual intervention
  • Smart Orders: Assign strategies and get auto-generated order suggestions
  • Custom Workflows: Design and tailor compliance and order workflows
  • Modular Integration: Use as your core system or layer atop your existing systems
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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Yahoo! Finance
WealthTech100 Logo
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Wealth Briefing Awards

HELPFUL INSIGHTS

FAQ

How does Tindeco’s pricing work?

Tindeco’s fees are based on the assets managed using strategies created 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. Minimum fees apply. 

Can Tindeco work with my existing PMS or OMS?

Yes – 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 quickly can I start using Tindeco?

You can get started quickly. Tindeco’s systems have advanced data exchange capabilities and are integrated with a wide variety of PMS, OMS and brokerage platforms.