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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The Altoo Wealth Platform offers a sophisticated solution for affluent individuals, single and multi-family offices, trusts, foundations, private bankers, and asset managers, enabling them to effortlessly consolidate and engage with every facet of their overall wealth in an easy-to-use manner. It compiles transaction and portfolio information, along with both bankable and non-bankable assets, from a vast network of over 500 custodians and more than 3,000 non-custody banks, integrating market data and insights on private equity and dividends, while ensuring complete automation of reconciliation, data matching, and providing daily performance and allocation updates. The platform visualizes over 40 different asset types and monitors various financial liabilities, including rental income, collectibles, real estate, and private investments, all while permitting users to attach relevant documents and images to specific assets. Enhanced reporting capabilities feature customizable dashboards, interactive charts, watchlists, and automated notifications regarding allocation changes, account balances, gains or losses, and significant threshold events. Additionally, the user-friendly interface ensures that all wealth management activities are accessible and manageable at any time, making it a comprehensive tool for financial oversight.

Description

Utluna provides essential insights into your investment portfolio and overall performance while assisting you in overcoming behavioral biases. You can join anonymously and link your accounts from various financial institutions in under five minutes. Sounds too good to be true? Test our demo account, which is view-only and requires no setup, or opt for a complimentary 30-day trial that doesn't ask for your email or credit card information. Effortlessly keep track of all your financial assets, regardless of their location or liquidity status. This includes any asset class such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and more. It accommodates all types of securities, including direct investments, funds, derivatives, and CFDs, as well as various currencies beyond the G10. You can manage both listed and non-listed assets, whether they're bankable or not. Gain a deeper understanding of the factors influencing your portfolio with intuitive visualizations of composition, performance, and risk. Additionally, customize your analysis with tags tailored to your perspective, allowing for a more personalized approach to managing your investments. With Utluna, taking charge of your financial journey has never been easier.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Bitstamp No 
Alight No 
Betterment No 
Binance No 
BoardWorks No 
CITI Unify No 
Charles Schwab No 
E*TRADE No 
EquatePlus No 
First Republic No 
Firstrade No 
HTX No 
Kraken No 
Robinhood No 
SoFi No 
TD Ameritrade No 
Tangerine No 
TradeStation No 
Wealthfront No 
Wells Fargo Business Checking No 

Integrations

Bitstamp Yes 
Alight Yes 
Betterment Yes 
Binance Yes 
BoardWorks Yes 
CITI Unify Yes 
Charles Schwab Yes 
E*TRADE Yes 
EquatePlus Yes 
First Republic Yes 
Firstrade Yes 
HTX Yes 
Kraken Yes 
Robinhood Yes 
SoFi Yes 
TD Ameritrade Yes 
Tangerine Yes 
TradeStation Yes 
Wealthfront Yes 
Wells Fargo Business Checking Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$25 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Altoo

Founded

2017

Country

Switzerland

Website

altoo.io

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

Alternatives

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