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About
We help empower our clients to address the challenges of working with multiple advisers. Our wealth management software enables you to better manage existing relationships and join new ones. DigiPrima is a revolutionary wealth management solution that allows you to manage your client's entire financial lives, from wealth creation and protection to succession planning and estate management. Our software solution monitors client money flows, assesses risk, and automatically analyzes data to make informed decisions in real-time. Build a digital customer service experience with end-to-end visibility that empowers wealth managers. Create a single portal that money managers can use to report issues, then automate the feedback workflow. Integrate governance, risk, and compliance across your organization to protect assets. Globally acclaimed brand-trusted software development company. Our customer relationship management software organizes client information and streamlines processes.
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About
Discover the future of financial management with Tonic Wealth Management, your all-in-one solution for streamlined, secure, and investor-centric financial services.
Key Features:
Investor Portal: Experience 24/7 access to real-time portfolio management, cash balances, and tailored data feeds. Stay informed with alerts and GDPR compliance, while our Robo-advisory feature provides AI-enabled investment suggestions.
Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process.
Back Office: Beyond traditional Portfolio Management Systems , Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. Our open API integrates seamlessly with third-party systems, providing comprehensive solutions for your financial needs.
Tonic KYC: All your KYC (Know Your Customer) needs on one platform
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data
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Audience
Wealth and Investment Managment Companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution
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Company InformationTonic
Founded: 2013
Malta
tonicsolution.com
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