Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A retail bank would not be able to acquire clients today if it did not have a portal for internet banking. We believe that insurance and investment banking will follow this trend. We partnered with experts in the industry to build a financial platform that automates and consolidates back office operations. This system was built with the Investor in mind. Our goal was to make safe and simple investing for Investors. Appealing design. Clean and modern user interface that guides the client through the process step by step. Omni channel. Available on desktop, mobile and tablet with the option of switching from one device to another using QR codes. Chatbot for help. Help function during the onboarding process. Text, image or video can be used to promote offers. Clients can also download a full document that is attached to the respective offering. Clients can choose from more than one offer during onboarding.

Description

Tonic DM is an efficient and user-friendly cloud-based project information management solution designed specifically for professionals in the architecture, engineering, and construction (AEC) sectors. By utilizing this tool, you can surpass client expectations through enhanced visibility into project details. The system enables users to swiftly locate crucial emails, regardless of the sender, ensuring that nothing slips through the cracks. With its intuitive interface, managing and sharing information among various project teams becomes a seamless experience. It is essential for all correspondence to be documented as part of the project's overall record, and Tonic DM simplifies this process significantly. Emails are systematically organized by project, allowing team members to stay informed about ongoing communications. Advanced filtering and search capabilities ensure that important emails can be retrieved in no time. Additionally, the automation feature takes care of most email filing tasks, alleviating the workload on staff while enhancing the thoroughness of project documentation. All filed emails are securely stored in the cloud and can also be synchronized with project folders on your local network if desired. This system is compatible with Microsoft Office 365 and works seamlessly with Outlook on PC, Mac, and web platforms. By integrating Tonic DM into your workflow, you can ensure a streamlined project management process that elevates team collaboration and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clipboard for Microsoft Outlook
Microsoft 365
Tonic Ephemeral

Integrations

Clipboard for Microsoft Outlook
Microsoft 365
Tonic Ephemeral

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$15 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Tonic

Founded

2013

Country

Malta

Website

tonicsolution.com

Vendor Details

Company Name

TonicDM

Founded

2015

Country

United States

Website

www.tonicdm.com

Product Features

Investment Management

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

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Alternatives

Alternatives

MoneyWare Reviews

MoneyWare

Miles Software (EbixCash)
FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group