Related Products
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About
Achieve better client and business outcomes. Investments that address the individual needs and preferences of any client. Scalable, exceptional service across both discretionary and advisory mandates. Access to expertise and technology capabilities without having to actually own them. From onboarding to everyday operations. We provide financial professionals with investment technology and services that make their work radically simple. Investment management is a simple business at its core: investing clients’ money and helping them achieve their goals. We aim to keep it like that. Evooq helps wealth and asset managers strengthen their offerings and operations, so they can achieve better outcomes for both their businesses and clients. We provide financial professionals with investment technology and services that make their work radically simple. Based in Switzerland, we work with wealth and asset management companies all over the world.
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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
Financial professionals seeking a solution to manage their clients and improve their services and everyday operations
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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 InformationEvooq
Switzerland
www.evooq.ch/
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Company InformationTonic
Founded: 2013
Malta
tonicsolution.com
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Integrations
Tonic Ephemeral
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