Design, test, and manage investment strategies at scale with no-code tools.
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:
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.
On Tindeco Vision, from a family-office user
Built for Investment Teams, CIO / Investment Office, Fund Managers, Advisors / Wealth Advisors (RIA).
Quick onboarding indicated; advanced data exchange capabilities and pre-built integrations with PMS, OMS, and brokerage platforms cited as reducing setup time.