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What is Utluna?

Utluna offers vital insights into your investment portfolio and overall performance, while also helping you navigate behavioral biases. You can sign up anonymously and connect your accounts from multiple financial institutions in just a few minutes. If this seems too good to be true, you can explore our demo account, which is view-only and requires zero setup, or take advantage of a free 30-day trial that doesn't require any email or credit card information. Effortlessly monitor all your financial assets, regardless of where they are or their liquidity status. This includes a wide variety of asset classes such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and beyond. The platform supports all types of securities, covering direct investments, funds, derivatives, and CFDs, along with a range of currencies that extends beyond the G10. You can oversee both listed and non-listed assets, whether they are bankable or not. With Utluna, you can gain a clearer understanding of the factors that affect your portfolio through intuitive visualizations of its composition, performance, and risk. Additionally, you have the flexibility to tailor your analysis using tags relevant to your perspective, enabling a more customized approach to managing your investments. Taking control of your financial journey has never been more straightforward, empowering you to make informed decisions that align with your goals.

What is Corniche?

A comprehensive multi-currency accounting system is widely adopted, where each currency is linked to a distinct ledger structure that ultimately consolidates into a reporting currency in accordance with IFRS standards. This system efficiently manages inter-currency positions, ensuring that both the balance sheet and income statement present complete details about the consolidation process. Moreover, it allows commodities to be treated as currencies, which transforms the platform into a commodity broking service as well. Support for digital currencies and digital commodities is extensive, enabling users to store and transact seamlessly. Users have the flexibility to import exchange rates from third-party data services or choose to update them manually as necessary. Creating your own e-currency has become surprisingly easy! Generally, Corniche's customers comprise individuals and businesses that frequently trade with one another, encompassing both buyers and sellers. In addition, Corniche presents a user-friendly escrow system that enables parties to independently manage the sales process, from the initial agreement to the final stages of delivery and payment. This feature not only simplifies the transaction but also guarantees a smooth experience for all participants involved in the trading process, enhancing overall efficiency and satisfaction.

Media

Media

Integrations Supported

Acorns
Alight
Betterment
Binance
BoardWorks
CITI Unify
Coinbase
E*TRADE
EquatePlus
HTX
Kraken
Merrill Edge
Robinhood
SoFi
Stash
TD Ameritrade
TradeStation
Vanguard
Wells Fargo Business Checking
tastytrade

Integrations Supported

Acorns
Alight
Betterment
Binance
BoardWorks
CITI Unify
Coinbase
E*TRADE
EquatePlus
HTX
Kraken
Merrill Edge
Robinhood
SoFi
Stash
TD Ameritrade
TradeStation
Vanguard
Wells Fargo Business Checking
tastytrade

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Utluna

Company Location

United States

Company Website

utluna.com

Company Facts

Organization Name

Megasol Technologies

Date Founded

1997

Company Location

Sweden

Company Website

www.megasol.se

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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