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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing a comprehensive online tool tailored for solar industry professionals that has the capability to transform your proposal creation workflow entirely. With an advanced 3D design engine, reliable energy yield simulations, a thorough financial calculator, and an intuitive drag-and-drop proposal editor, HelioScope enables swift and efficient responses to client inquiries. The platform offers a variety of features including 3D modeling, quick proposal generation, trustworthy simulations, limitless design options, real-time support, single line diagrams, automated CAD exports, one-click sharing, compatibility for systems up to 5 MW, an extensive library of 45,000 components, and global weather coverage along with pan file support. Additionally, HelioScope ensures that solar professionals can efficiently manage their projects while maintaining high standards of accuracy and reliability.

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 
Binance No 
BoardWorks No 
CITI Unify No 
Charles Schwab No 
Coinbase No 
E*TRADE No 
EquatePlus No 
First Republic No 
Firstrade No 
HTX No 
Interactive Brokers No 
Poloniex No 
Shareworks No 
SoFi No 
Vanguard No 
Wealthfront No 
tastytrade No 

Integrations

Bitstamp Yes 
Acorns Yes 
Alight Yes 
Binance Yes 
BoardWorks Yes 
CITI Unify Yes 
Charles Schwab Yes 
Coinbase Yes 
E*TRADE Yes 
EquatePlus Yes 
First Republic Yes 
Firstrade Yes 
HTX Yes 
Interactive Brokers Yes 
Poloniex Yes 
Shareworks Yes 
SoFi Yes 
Vanguard Yes 
Wealthfront Yes 
tastytrade Yes 

Pricing Details

$79 per month
Free Trial Yes 
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 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 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 Yes 
Webinars Yes 
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

Folsom Labs

Founded

2011

Country

United States

Website

www.helioscope.com

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Solar

2D/3D Drawing Yes 
Analytics / Reporting No 
Bill of Materials No 
CMMS No 
Estimating No 
Field Service Management No 
PV Animation Yes 
Permitting No 
Preventive Maintenance No 
Proposal Management No 
Solar Design Yes 
Solar Maintenance Management No 
Solar Monitoring No 
Solar Project Management No 
Solar Sales / CRM No 

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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