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Description
Optimizing after-tax portfolios and asset allocation involves evaluating investment strategies across multiple periods, focusing on metrics such as asset weight, market value, cost basis, cash flows, management fees, turnover, taxes, and after-tax returns for each individual asset. This comprehensive analysis can encompass up to 100 different assets over 120 distinct periods, with intervals that can vary from daily assessments to annual evaluations. Additionally, the framework allows for the creation of sub-portfolios tailored to various tax implications and ownership scenarios. By incorporating international asset class return series, one can enhance forecasting model inputs, while Monte Carlo simulations enable the testing of constructed portfolios under various market conditions. Furthermore, the "What If" portfolios feature allows for the development and comparison of customized investment strategies tailored to specific goals. The model also accommodates international currencies and tax rates, providing a global perspective on asset allocation. To account for economic cycles and shifts, the approach integrates time-varying asset returns and standard deviations, ensuring that strategies remain relevant in changing markets. Ultimately, this process culminates in extensive client reporting, tailored to meet the specific needs of each private client.
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
Integrations
Bitstamp
No
Alight
No
Betterment
No
Binance
No
BoardWorks
No
CITI Unify
No
Charles Schwab
No
Coinbase
No
E*TRADE
No
EquatePlus
No
Integrations
Bitstamp
Yes
Alight
Yes
Betterment
Yes
Binance
Yes
BoardWorks
Yes
CITI Unify
Yes
Charles Schwab
Yes
Coinbase
Yes
E*TRADE
Yes
EquatePlus
Yes
Pricing Details
$49 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$25 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
No
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
Yes
Live Rep (24/7)
No
Online Support
No
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PortaxSoftware
Founded
1994
Country
United States
Website
www.portaxsoftware.com
Vendor Details
Company Name
Utluna
Country
United States
Website
utluna.com
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
No
Client Management
Yes
Data Warehousing
No
For Investment Advisors
Yes
For Traders
Yes
Order Management
No
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
Yes
Wash Sale Detection
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
