michael.pendergrass
Acronym
Tindeco
Product ID
Tindeco_Investment_Studio
Description
No-code platform for building custom investment strategies.
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Details
- Design investment strategies and comprehensive wealth profiles in minutes with a simple drag-and-drop interface.
- Access powerful optimizers and a host of other integrations from our partners to help you create personalized portfolios with ease.
- Wealth Profiles functionality allows you to translate investment views into custom portfolio-level investment decisions and implement them automatically or according to custom workflows you design.
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- Create and publish editable strategies for your clients, controlling exactly which elements they can personalize. Clients or your front facing team can adjust within the boundaries you define.
- Link strategies to one or many portfolios. Portfolio level compliance rules and custom investment restrictions will be taken into account providing for personalization at scale.
- Tindeco's mulit-custodian OMS connects you with all the venues and counterparties you want to trade with.
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- Modular design and advanced integration capabilities let you benefit from Tindeco's platform without replacing existing systems.
- The orchestration capabilities of Tindeco's Strategy Designer let you seamlessly access the tools, data, models and analytics you need to design and implement your investment process.
- Modern Cloud deployment allows you to get up and running quickly and provides the elasticity you need to scale your business economically.
Features
No-code platform for building custom investment strategies:
- Create compliant, custom strategies with ease
- Automate portfolio management from design to rebalancing
- Execute seamlessly via multi-broker FIX connectivity
Vendors
Management Style
Schwab Products
Solution