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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

About

Tonic automatically creates mock data that preserves key characteristics of secure datasets so that developers, data scientists, and salespeople can work conveniently without breaching privacy. Tonic mimics your production data to create de-identified, realistic, and safe data for your test environments. With Tonic, your data is modeled from your production data to help you tell an identical story in your testing environments. Safe, useful data created to mimic your real-world data, at scale. Generate data that looks, acts, and feels just like your production data and safely share it across teams, businesses, and international borders. PII/PHI identification, obfuscation, and transformation. Proactively protect your sensitive data with automatic scanning, alerts, de-identification, and mathematical guarantees of data privacy. Advanced sub setting across diverse database types. Collaboration, compliance, and data workflows — perfectly automated.

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 and Investment Managment Companies

Audience

Anyone who needs a synthetic data generator to mimic their production data and create de-identified, realistic, safe data for test environments

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

Tonic
Founded: 2013
Malta
tonicsolution.com

Company Information

Tonic
Founded: 2018
United States
www.tonic.ai/

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)

Alternatives

Gretel

Gretel

Gretel.ai
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

Amazon Aurora
Amazon Redshift
Apache Spark
Databricks Data Intelligence Platform
Google Cloud BigQuery
MongoDB
MySQL
Oracle Database
PostgreSQL
SQL Server
Snowflake
Tonic Ephemeral
Yellowbrick

Integrations

Amazon Aurora
Amazon Redshift
Apache Spark
Databricks Data Intelligence Platform
Google Cloud BigQuery
MongoDB
MySQL
Oracle Database
PostgreSQL
SQL Server
Snowflake
Tonic Ephemeral
Yellowbrick
Claim Tonic and update features and information
Claim Tonic and update features and information
Claim Tonic and update features and information
Claim Tonic and update features and information