Tindeco Vision

Design, test, and manage investment strategies at scale with no-code tools.

Technology Firm Compliance Data Integration Portfolio Allocation Portfolio Management Risk Management Trading SaaS
Visit Website Last reviewed: April 2026

Overview

Tindeco Vision addresses a specific tension in wealth management: investment teams that need to offer genuinely personalised portfolios at scale, but lack the technology to do so without manual intervention becoming prohibitive. The platform is built around two interconnected products that cover the full workflow from strategy design through to order execution.

Tindeco Investment Studio handles the design and distribution side:

  • No-code visual designer for building investment strategies
  • Smart Profiles that provide configurable wealth profiles for different client segments
  • Marketplace for publishing and deploying strategies across multiple accounts
  • Partner ecosystem connecting data providers, analytics engines, and model portfolio suppliers

Tindeco Investment Manager then handles implementation, combining portfolio management, risk management, and order management in one system. Users can calibrate exactly how much of the process runs automatically versus manually, and compliance and order workflows are configurable rather than fixed. The system layers onto existing portfolio or order management systems rather than requiring a full replacement.

The platform targets private banks, fund managers, and independent wealth managers rather than single or multi-family offices directly. However, investment teams within family offices that manage assets systematically across many accounts or structures would find relevance in its automation and customisation capabilities. Pricing is asset-based, tied to assets managed using strategies built in the Studio, with minimum fees applying. The fee schedule varies depending on strategy complexity and which partner content is used, but no public rate card is available. With over $20 billion in assets on the platform across 10 countries, the vendor has demonstrated institutional adoption, though the primary buyer profile skews toward mid-size wealth managers and banks rather than single-family operations.

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

Product & Capabilities

Main Tasks
Design and back-test investment strategies using a no-code visual interface Deploy and manage customised portfolios across large client bases Automate order generation and compliance workflows Integrate third-party data, analytics, and model portfolios into a unified workflow Offer configurable levels of client-facing portfolio customisation
Assets Supported
Equities FX Derivatives Multi-asset
Top Features
Visual no-code strategy designer Smart Profiles for configurable wealth segmentation Strategy Marketplace for publishing and scaling investment strategies Auto-generated order suggestions based on assigned strategies Custom compliance and order workflow design Flexible automation controls for manual versus automated execution Cloud-based infrastructure Modular integration with existing PMS and OMS platforms Partner ecosystem for data, analytics, and model portfolio access
Technology
SaaS
Platform
Integrations
Third-party PMS platforms Third-party OMS platforms Brokerage platforms

Pricing

Cost Structure
AUM-based

Pricing estimates are indicative only. Contact Tindeco Vision directly for a tailored quote based on your specific requirements.

Company

Total AUM / Assets$20B+
Recognition
WealthTech100 - year not specified Best Wealth Management Automation Solution - year not specified Wealth Briefing Awards - year not specified Global Private Banking Awards (WealthTech) - year not specified

Clients & Focus

Firm Type Technology Firm
AUM / Assets Tracked$20B+

Support & Onboarding

Onboarding Quick onboarding indicated; advanced data exchange capabilities and pre-built integrations with PMS, OMS, and brokerage platforms cited as reducing setup time.