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Design investment strategies and comprehensive wealth profiles in minutes with a simple drag-and-drop interface.
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Access powerful optimizers and a host of other integrations from our partners to help you create personalized portfolios with ease.
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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.
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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.
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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.
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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.
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Modern Cloud deployment allows you to get up and running quickly and provides the elasticity you need to scale your business economically.
Product Description
About this Product
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
About Tindeco
Tindeco is an award-winning provider of a revolutionary, end-to-end investment platform built for asset and wealth managers. Designed to increase efficiency, reduce costs, and scale personalization, the Tindeco Platform supports the full investment lifecycle—from strategy design and testing to portfolio construction, rebalanging and implementation ensuring compliance at every step of the way.
Combining Tindeco Investment Studio and Tindeco Investment Manager, our platform automates processes like rebalancing while allowing flexibility where needed, helping firms lower operational risk and improve margins. By delivering highly customized investment solutions, firms can upsell existing clients, grow wallet share, and attract new business.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.