Welcome to our Investor Portal: The Window to Financial Clarity!

We believe that transparency is the cornerstone of successful investing, which is why our platform provides 24/7 access to a wealth of information and insights. 

Investors gain a comprehensive view of their investments with real-time Portfolio P/L, NAV, and Benchmarking data. 

Stay informed about portfolio’s daily movements with our detailed Portfolio Movement Report. 

Monitor cash movements, balances, and accounts seamlessly, all while staying up-to-date with third-party news data feeds.

But that’s not all – our Investor Portal goes beyond the numbers with our Robo Advisory feature. Harness the power of AI-enabled offer suggestions tailored to any particular investment goals. 

Ensure compliance with MiFID II suitability testing, receive relevant news curated for investors, and explore personalized trade propositions based on your preferences, strategy, and risk appetite.

Full Transparency 24/7

  • Portfolio P/L NAV and Benchmarking.
  • Daily Portfolio Movement Report.
  • Cash Movements, balances and accounts.
  • Third party news data feeds.

Robo Adivsory

  • AI enabled offer suggestions.
  • MiFID II suitability testing.
  • Relevant news to investors.
  • Preference, Strategy & Risk Appetite trade propositions.

Tailored Data Feeds

  • Market and portfolio position notifications.
  • Custom reports.
  • News articles.
  • Research articles.

Join the future of finance with Tonic Wealth Management.