Discover the future of financial management with Tonic Wealth Management

Your all-in-one solution for streamlined, secure, and investor-centric financial services.

In a world where technology drives innovation, we’ve partnered with industry experts to create a cutting-edge platform that automates and consolidates back-office operations, revolutionizing the way you guide your investors.

Wealth Management

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 on-boarding process.​

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.​

Back Office

Beyond traditional Portfolio Management Systems (PMS), 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.​

KYC

All your KYC (Know Your Customer) needs on one platform.

Contact Us

Join the future of finance with Tonic Wealth Management. 

Contact us today to learn more about our customizable solutions tailored to your business.