Wealth Management Platform

The advisory platform your clients expect.

One platform for investor management, compliance, reporting, and client engagement — white-labeled to your firm, built for HNW advisory practices.

Contact SalesBook a Demo
Portfolio Value
$4,287,650
▲ +$215,050 this year
Client Compliance
KYC — Verified
AML — Cleared
Annual Review — Due
AUM
$127.4M
↑ 12.3% vs last year
📄
Q4 Statement Ready
Delivered to 48 investors in portal — no email attachments.
Returns
1Y
9.9%
3Y
10.4%
IRR
11.2%
Standalone ModuleIndependently priced — no impact on your Tyndall lending or private credit subscription. Canadian-built. Data migration handled.
What's Included

Six capabilities. One platform.
Nothing bolted together.

Every component shares the same client data. When a KYC document is filed, the CRM knows. When a custodian position updates, the investor portal reflects it instantly — without anyone manually syncing, exporting, or re-entering a number.

🛡
KYC, AML & Compliance
Automated KYC, AML, sanctions, PEP, and accreditation verification — with configurable approval workflows and complete audit trails.
👤
Investor Portal
White-labeled to your firm. HNW clients view holdings, performance, statements, and documents — with household-level views across accounts and family members.
📊
Custodian Reporting
Direct integration with your custodian's data feeds — positions sync automatically. Real-time daily performance, asset class breakdowns, gain/loss analysis, and intraday views.
✉️
CRM & Communications
Every investor relationship from first contact to funded position. Automated quarterly summaries, annual review scheduling, and investor campaigns — no separate marketing tool.
📄
Document Management
Subscription agreements, KYC forms, and onboarding docs generated from investor data — with integrated e-signing, permissioned storage, and automated expiry alerts.
⚙️
Advisory Tracking
Track every advisory engagement, financial plan, and review cycle on one client record — alongside investment accounts, ensuring your full advisory relationship is always current and audit-ready.
How It Works

Your custodian holds the assets. Tyndall operates everything around them.

From the moment a prospect fills out a form to the day they receive their annual statement — one continuous workflow, no re-keying, no reconciliation.

01

Investor Onboards

  • Client fills Smart Forms
  • ID verification + facial scan
  • Accreditation check
  • KYC documents signed
  • AML sanction screening
  • CCO approval workflow
02

Data Connects

  • Custodian data feed connected
  • Real-time position data
  • Asset class categorization
  • Account groupings
  • Household structures
  • Insurance policy data
03

Platform Manages

  • CRM tracks all contacts
  • Automated communications
  • Document storage + e-sign
  • Compliance audit logs
  • Annual review scheduling
  • Team collaboration tools
04

Client Experiences

  • Branded investor portal
  • Daily performance reporting
  • Gain/loss by asset class
  • Statements on demand
  • Household-level views
  • Secure document access
Custodian Integration

Positions sync automatically. You're not exporting feeds.

Direct integration with your custodian's data feeds — with the flexibility to connect any major custodian. Real-time performance, daily position updates, intraday views, and a reporting cycle most platforms can't match.

Any Major Custodian
Real-Time Feeds
Integrate With Multiple Custodians
Reporting cycle
Positions syncedDaily · Automatic
Market value reportsReal-time
Custom asset class breakdownsIntraday
Gain/loss analysisOn demand
Intraday reportingLive
Most platforms cannot match this turnaround.
Why Tyndall
Canadian-builtReplace 4–5 toolsWhite-label branded to your firmDedicated account managerData migration handledModular pricing
Get Started

Advisory infrastructure that works as one. Not five.

Pricing is modular — you only pay for what you activate. Our onboarding team handles data migration and most firms are live within weeks.

Contact SalesBook a Demo