Tonic

The Tonic Wealth Management solution is a platform made up of a number of modules designed to allow Fintech organizations to offer a host of services. The investor portal provides access to real-time portfolio management, cash balances, and data feeds. The solution allows customizable data entry, document scanning, and face recognition for security. Tonic offers wealth management-oriented CRM, compliance workflows, and dynamic risk assessment. The open API integrates seamlessly with third-party systems. With Tonic KYC, users can automate KYC procedures through a configurable framework, ensuring compliance and risk management. Tonic KYC includes a risk-scoring engine that assigns KYC scores to individuals and companies. These scores are based on configurable rules, al...