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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 IFC Markets?

IFC Markets serves as a global financial services provider specializing in the online trading of Forex and Contracts for Difference (CFDs) across a variety of asset classes, including currencies, equities, commodities, and cryptocurrencies. Established in 2006, the company offers advanced trading platforms such as NetTradeX, MetaTrader 4 (MT4), and MetaTrader 5 (MT5), all accessible via desktop and mobile devices. Regulated by the British Virgin Islands Financial Services Commission (BVI FSC) and the Labuan Financial Services Authority (LFSA), IFC Markets adheres to international compliance standards. Furthermore, it provides innovative tools like the Personal Composite Instrument (PCI) and the GeWorko Method, enabling traders to create customized trading instruments tailored to their specific strategies. With a strong focus on education and comprehensive market analysis, IFC Markets supports traders worldwide in making informed investment decisions. This dedication to exceptional customer service and cutting-edge trading solutions sets IFC Markets apart in the competitive realm of financial services, making it a reliable partner for both novice and experienced traders alike.

Media

Media

Integrations Supported

Betterment
CITI Unify
Charles Schwab
Coinbase
EquatePlus
Firstrade
HTX
Interactive Brokers
Kraken
Merrill Edge
MetaTrader 5
NetTradeX
Robinhood
Shareworks
SoFi
Stash
TD Ameritrade
Tangerine
Vanguard
Wells Fargo Business Checking

Integrations Supported

Betterment
CITI Unify
Charles Schwab
Coinbase
EquatePlus
Firstrade
HTX
Interactive Brokers
Kraken
Merrill Edge
MetaTrader 5
NetTradeX
Robinhood
Shareworks
SoFi
Stash
TD Ameritrade
Tangerine
Vanguard
Wells Fargo Business Checking

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

IFC Markets

Date Founded

2006

Company Location

British Virgin Islands

Company Website

www.ifcmarkets.com

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

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