Related Products
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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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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.
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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
Wealth and Investment Managment Companies
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Audience
Anyone who needs a synthetic data generator to mimic their production data and create de-identified, realistic, safe data for test environments
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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 InformationTonic
Founded: 2013
Malta
tonicsolution.com
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Company InformationTonic
Founded: 2018
United States
www.tonic.ai/
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Categories |
Categories |
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Integrations
Amazon Aurora
Amazon Redshift
Apache Spark
Databricks Data Intelligence Platform
Google Cloud BigQuery
MongoDB
MySQL
Oracle Database
PostgreSQL
SQL Server
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Integrations
Amazon Aurora
Amazon Redshift
Apache Spark
Databricks Data Intelligence Platform
Google Cloud BigQuery
MongoDB
MySQL
Oracle Database
PostgreSQL
SQL Server
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