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What is Tindeco VISION?

Tindeco is an innovative company focused on simplifying processes and enhancing automation for investment managers, ultimately delivering superior investment management solutions to their clientele. The Tindeco VISION(c) platform, a comprehensive investment management system, leverages cutting-edge technologies to ensure optimal performance. Designed for flexibility and ease of use, VISION enables users to navigate the complexities of investment management effortlessly. Comprising the VISION Core Technologies and the VISION Investors product suites, VISION CORE Technologies significantly boosts operational efficiency while prioritizing risk management. Additionally, the VISION Investments modules empower investment managers to gain a competitive advantage, allowing them to actively participate in the ongoing disruption within the industry rather than being overwhelmed by it. This proactive approach positions Tindeco as a leader in the investment management sector.

What is SIMON?

Explore structured investment alternatives, annuities, and specialized return ETF options, all supported by a suite of analytical tools that enable advisors to focus on their clients' requirements. Our extensive array of educational resources, which features concise videos and informative PDFs, is crafted to effectively communicate crucial product knowledge to clients during key interactions. By providing comprehensive education on a variety of asset categories, from basic principles to detailed product information, we ensure that learning remains engaging and accessible for advisors at every experience level. Additionally, with customized compliance tracking and supervisory tools, advisors can navigate self-paced certification while allowing home offices to exercise real-time oversight. The automation and integration of processes facilitate smooth access to products and educational materials for wealth management firms and financial professionals alike. By optimizing education, operational processes, and compliance monitoring, while ensuring a direct link to a centralized product database, we enhance service delivery efficiencies. This holistic strategy not only empowers advisors but also strengthens client relationships and leads to improved financial results. Furthermore, by bridging educational gaps and operational challenges, we create a more supportive environment for advisors, ultimately benefiting their clients' investment journeys.

Media

Media

Integrations Supported

Regal

Integrations Supported

Regal

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tindeco Financial Services

Company Location

Switzerland

Company Website

www.tindecofs.com

Company Facts

Organization Name

SIMON Markets

Date Founded

2018

Company Location

United States

Company Website

www.simon.io/solutions/

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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