Demo videos
Below are some demo videos of the various functions within our Tonic platform. Additional videos and documentation can be accessed in the Tonic Knowledge Base
Demo Scenario 001
Client onboarding
- Manual Client onboarding
- Online Client onboarding
- High level mention of Client Forms
- Knowledge and Experience Questionnaire
- RTQ Questionnaire
- Including Financial Situation
Demo Scenario 002
PMS
- Viewing client holdings
- View performance over time
- Create a Simple Order
- Order Confirmation
- Show Contract Note generation into a client holding
- Generating Client valuation
- Generation of a Proposal (for advisory services)
Demo Scenario 003
Back office
- Process Corporate Actions
- Process Payment Distribution
- Bank File Generation
- Holding Recon
- Account Recon
- MIFID II Transaction reporting
- Fee Management
- Contract Note management
Demo Scenario 004
Investor Portal
- Log in to Investor Portal as an Investor
- Show Portfolio(s)
- See Accounts
- Demo Alerts
- Creation of an online order
Demo Scenario 005
Compliance
- KYC and AML Screening
- Person Search
- Including on-going monitoring
- Document Expiry monitoring
- Reporting
- High level Dashboarding
- Downfall monitoring
- Financial Instruments Sold
- RTS28
- Internalised Settlement
Demo Scenario 006
Portfolio Analysis
- Benchmarking capabilities
- Time weighted return
- Attribution Analysis
- Portfolio Statistics
- Fixed Income Analysis
- Efficient Frontier