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Related Products
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Manta:
About
Manta is a web-based back- and middle-office platform for investment professionals managing private-market funds, family offices, investment platforms and investor clubs. It combines investor relationship management, digital subscriptions, investor portals, vehicle administration, portfolio monitoring and reporting. Teams can guide investors through KYC/KYB checks, suitability steps, e-signatures and online payments; maintain vehicle and investor records; coordinate capital calls and distributions; calculate NAV and performance; and collect data and monitor commitments from portfolio entities. Investors can access their positions, performance and documents through branded portals. The platform also provides AI-assisted document extraction, search and reporting, with June available inside Manta or through Slack and Microsoft Teams. Manta supports private equity, debt, real estate and infrastructure workflows.
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Tonic:
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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Manta:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Tonic:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Manta:
Audience
Investment management companies, family offices, club deals and fund hosts managing private equity, private debt, real estate or infrastructure vehicles
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Tonic:
Audience
Wealth and Investment Managment Companies
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Manta:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Tonic:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Manta:
API
Offers API
Supported
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Tonic:
API
Offers API
Not Supported
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Manta:
Screenshots and VideosNo images available
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Tonic:
Screenshots and Videos |
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Manta:
PricingAnnual subscriptions are priced according to the number of managed investors and vehicles, with optional add-ons. Monthly payment increases the price by 20%; subscription prices are revised by 6% at renewal, and applicable VAT is added.
Free Version
Not Supported
Free Trial
Not Supported
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Tonic:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Manta:
Reviews/
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Tonic:
Reviews/
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Manta:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Tonic:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Manta:
Company InformationManta
Founded: 2025
France
www.manta.fund
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Tonic:
Company InformationTonic
Founded: 2013
Malta
tonicsolution.com
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Tonic:
Categories |
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Manta:
Integrations
Microsoft Teams
Supported
Model Context Protocol (MCP)
Supported
Slack
Supported
Tonic Ephemeral
Not Supported
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Tonic:
Integrations
Microsoft Teams
Not Supported
Model Context Protocol (MCP)
Not Supported
Slack
Not Supported
Tonic Ephemeral
Supported
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Tonic:
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