OpenSolution

OpenSolution

Openfinance
+
+

Related Products

  • Xero
    5,567 Ratings
    Visit Website
  • Nexo
    16,466 Ratings
    Visit Website
  • Fixed Asset Pro
    174 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • JS7 JobScheduler
    1 Rating
    Visit Website
  • Canopy
    945 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • SBS Banking Platform
    28 Ratings

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.

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

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service

Audience

Wealth and Investment Managment Companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/

Company Information

Tonic
Founded: 2013
Malta
tonicsolution.com

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Tower

Tower

TechRules
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

Tonic Ephemeral
Vertalo

Integrations

Tonic Ephemeral
Vertalo
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Claim Tonic and update features and information
Claim Tonic and update features and information