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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

Establish direct connections with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, or credit rating agencies. Obtain detailed security reports, enhance your issuer data, and manage both liquid and illiquid assets in a single platform. Every data source is considered, allowing you to seamlessly integrate the information from all your partners, regardless of their format or technological capabilities. Enrich your portfolio with data from a vast array of funds, ETFs, indices, securities, derivatives, and market indicators. Connect your account with your internal or external research collaborators to make well-informed, evidence-based investment choices. Enjoy a completely customized service provided by a team of experienced professionals from the finance sector, dedicated to transforming your goals into practical dashboards and solutions. Experience comprehensive asset consolidation and data aggregation, along with efficient data collection, preparation, and integration processes. This ensures that all aspects of your financial assets are effectively managed and easily accessible.

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 
Betterment No 
BoardWorks No 
CITI Unify No 
Charles Schwab No 
E*TRADE No 
EquatePlus No 
First Republic No 
Firstrade No 
HTX No 
Kraken No 
Merrill Edge No 
Poloniex No 
TD Ameritrade No 
Tangerine No 
TradeStation No 
Vanguard No 
Wealthfront No 
Wells Fargo Business Checking No 
tastytrade No 

Integrations

Bitstamp Yes 
Betterment Yes 
BoardWorks Yes 
CITI Unify Yes 
Charles Schwab Yes 
E*TRADE Yes 
EquatePlus Yes 
First Republic Yes 
Firstrade Yes 
HTX Yes 
Kraken Yes 
Merrill Edge Yes 
Poloniex Yes 
TD Ameritrade Yes 
Tangerine Yes 
TradeStation 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 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 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

Quantilia

Founded

2016

Country

France

Website

www.quantilia.com

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement 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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