Tonic 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.

Integrations

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Company Details

Company:
Tonic
Year Founded:
2013
Headquarters:
Malta
Website:
tonicsolution.com
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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Online

Tonic Features and Options

Investment Management Software

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

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