Audience

Wealth and Investment Managment Companies

About Tonic

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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Integrations

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Company Information

Tonic
Founded: 2013
Malta
tonicsolution.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Tonic Frequently Asked Questions

Q: What kinds of users and organization types does Tonic work with?
Q: What languages does Tonic support in their product?
Q: What kind of support options does Tonic offer?
Q: What other applications or services does Tonic integrate with?
Q: What type of training does Tonic provide?

Tonic Product Features

Investment Management

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

Tonic Additional Categories

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