Tonic Wealth Management is a visually-stunning online platform that consolidates, streamlines and automates all aspects of Wealth Management for Financial Advisors, Fund Managers, Back office, Investors and Compliance officers. Tonic Wealth Management is Azure®-ready. It is built on MSFT technologies that include SQL Server, Power BI and ASP.NET Web API.

Financial CRM

Smart data entry of individuals, companies and accounts
Compliance workflow to approve accounts
Background check workflow
Document expiration triggers
Dynamically computed business risk assessment

Back Office Automation

Customizable dashboard and query engine for custom reporting
Portfolio management and reporting on current holdings P/L
Portfolio NAV for benchmarking
Order Management designs with compliance at its core
Automated Appropriateness testing
Corporate actions including stock splits, cash/stock dividends and interest payments on bonds
Alerts for market changes
KPIs to deliver insight on portfolio manager performance
Cash movement reporting and reconciliation
Admin module to manage and configure all aspects of the solution

Funds Administration

Account Period management
Fee management and processing
Unit allocation and reporting
Automatic accruals calculation
Benchmarking of fund performance
Net Asset Value reporting
Automated Factsheet generation

Investment Internet Banking

Online portal for investors to manage their portfolio
Get information about potential investments
Investment timeline which projects long-term wealth
Full control of portfolio holdings and cash movement

Tonic Wealth Management

par Thynk Software Limited