With an appealing, clean, and modern user interface, our platform guides clients through the onboarding process step by step. Whether you’re on a desktop, tablet, or mobile device, our omni-channel approach ensures flexibility, allowing you to switch devices effortlessly via a QR code.
But that’s not all – we pride ourselves on configurability. Tailor your data entry requirements to your business needs, and choose between classic and conversational form data entry styles. Our platform allows you to create customizable offers, be it through text, images, or videos, with the option to attach full documents for clients to download. Clients can select multiple offers during the onboarding, and all aspects can be modified through our intuitive back-office onboarding CMS.
Join the future of finance with Tonic Wealth Management.