Tonic Wealth Management

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