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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Comprehensive multi-currency accounting, wherein each currency is assigned its own ledger structure that consolidates into a reporting currency compliant with IFRS guidelines, is a common standard. The system automatically maintains inter-currency positions, allowing both the balance sheet and income statement to be displayed with complete details regarding the consolidation process. Additionally, commodities can be categorized as currencies, enabling the platform to function as a commodity broking service. Support for digital currencies and digital commodities is also robust, facilitating both storage and transaction interchange. Users can easily import exchange rates from external data services or opt for manual updates as needed. The process of creating your own e-currency has become remarkably straightforward! Typically, Corniche's clientele consists of individuals and businesses who regularly engage in trade with one another—both buyers and sellers alike. Furthermore, Corniche provides a user-friendly escrow system that empowers parties to manage the sales process independently, from the initial transaction agreement right through to final delivery and payment completion. This ensures a seamless experience for all stakeholders involved in the trade.

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 
Acorns No 
Alight No 
Betterment No 
Binance No 
CITI Unify No 
E*TRADE No 
Firstrade No 
HTX No 
Poloniex No 
Robinhood No 
Shareworks No 
SoFi No 
Stash No 
TD Ameritrade No 
Tangerine No 
Vanguard No 
Wealthfront No 
Wells Fargo Business Checking No 
tastytrade No 

Integrations

Bitstamp Yes 
Acorns Yes 
Alight Yes 
Betterment Yes 
Binance Yes 
CITI Unify Yes 
E*TRADE Yes 
Firstrade Yes 
HTX Yes 
Poloniex Yes 
Robinhood Yes 
Shareworks Yes 
SoFi Yes 
Stash Yes 
TD Ameritrade Yes 
Tangerine Yes 
Vanguard Yes 
Wealthfront Yes 
Wells Fargo Business Checking Yes 
tastytrade Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Megasol Technologies

Founded

1997

Country

Sweden

Website

www.megasol.se

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

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 

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