Audience

Wealth and Investment Managment Companies

About Tonic

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

Integrations

Ratings/Reviews

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

Company Information

Tonic
Founded: 2013
Malta
tonicsolution.com

Videos and Screen Captures

Tonic Screenshot 1
Other Useful Business Software
Total Network Visibility for Network Engineers and IT Managers Icon
Total Network Visibility for Network Engineers and IT Managers

Network monitoring and troubleshooting is hard. TotalView makes it easy.

This means every device on your network, and every interface on every device is automatically analyzed for performance, errors, QoS, and configuration.
Learn More

Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Tonic Frequently Asked Questions

Q: What kinds of users and organization types does Tonic work with?
Q: What languages does Tonic support in their product?
Q: What type of training does Tonic provide?

Tonic Product Features

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Tonic Additional Categories