+
+

Related Products

  • Sharesight
    541 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • Nexo
    16,505 Ratings
    Visit Website
  • Logiwa IO
    44 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Planview Digital Product Development
    Visit Website
  • Greenhouse
    4,904 Ratings
    Visit Website

About

We enable our customers to provide integrated and embedded wealth, launching products that their customers love. Saving, investing, trading, and wealth management. Your customers expect digital financial products that are easy access to, beautifully designed, and make more of their money, and if they don’t receive them from you, they’ll go elsewhere. Keep customers in your ecosystem, strengthen relationships and drive revenue with customer-centric investment propositions that grow your business and grow with your business. The core of next-generation digital investment propositions. State-of-the-art technology allows you to go to market in months, not years. Full automation of the entire investment lifecycle means costs are kept to a minimum. API layers enable firms to connect to any existing or future in-house or third-party app, data source, or system. The platform’s modular make-up provides a flexible foundation for products to suit all customers.

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

Financial managers seeking a tool to offer their clients digital financial products that are easy-access

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

Nucoro
United Kingdom
www.nucoro.com

Company Information

Tonic
Founded: 2013
Malta
tonicsolution.com

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Third Financial

Third Financial

Third Financial Software
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

Tonic Ephemeral

Integrations

Tonic Ephemeral
Claim Nucoro and update features and information
Claim Nucoro and update features and information
Claim Tonic and update features and information
Claim Tonic and update features and information