Tindeco VISION

Tindeco VISION is an investment management platform that aims to revolutionize the way investment portfolios are designed, tested, and implemented. According to the vendor, this software solution is tailored for businesses of all sizes in the investment management industry, including small, medium, and large firms. It is said to be used by private wealth managers, institutional asset managers, and independent asset managers.

Key Features

Customised Investment Solutions: According to the vendor, Tindeco VISION allows users to design, test, and implement a wide variety of customised investment portfolios and advisory processes. Users can create modular investment processes with model portfolios based on investment blocks and customer-level guidelines.

Efficient Portfolio Design: The platform reportedly offers advanced simulation and optimization engines to construct optimal portfolios based on target allocations to asset classes, factors, themes, and strategies. Users can design and test systematic investment and hedging strategies.

Flexible Customisation: According to the vendor, Tindeco VISION enables users to customize end-client portfolios based on various systematic approaches. It facilitates mass customized rebalancing with elastic cloud computing capabilities and ensures compliance with regulatory and internal guidelines through pre-trade compliance checks.

Automation and Integration: The vendor states that Tindeco VISION streamlines workflows with automation tools, such as mass-rebalancing of portfolios. It integrates with execution platforms via the FIX protocol for efficient trade execution and provides seamless connectivity with all counterparties.

Scalability and Efficiency: According to the vendor, Tindeco VISION offers a cloud-based solution that can be easily scaled as the business grows. It boasts short implementation timelines, enabling quick portfolio building. The platform aims to reduce production costs and operational complexity to help generate more revenue and accelerate growth.

Compliance and Risk Management: The vendor claims that Tindeco VISION supports investment and risk compliance with out-of-the-box rulesets and a flexible rules engine. It enables pre-trade compliance checks to ensure regulatory and risk guidelines are met. Users can calculate a wide range of risk metrics and model risks in portfolios.

Client Portal and Reporting: Tindeco VISION reportedly provides a client portal for portfolio access, report viewing, and account analysis. Users can create customized reports with comprehensive and flexible analytics. The platform facilitates automatic report generation and sending to preconfigured user lists. It aims to enhance client satisfaction with consolidated views and reporting across multiple custodian banks.