Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Vantage Reviews & Ratings
    4.4 out of 5 stars 15,963 Ratings
    Company Website for Vantage
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Capitalcore Reviews & Ratings
    5.0 out of 5 stars 90 Ratings
    Company Website for Capitalcore
  • IUX Reviews & Ratings
    4.0 out of 5 stars 968 Ratings
    Company Website for IUX
  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • YouHodler Reviews & Ratings
    4.7 out of 5 stars 28 Ratings
  • Fixed Asset Pro Reviews & Ratings
    4.5 out of 5 stars 215 Ratings
    Company Website for Fixed Asset Pro
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • CoinStats Reviews & Ratings
    4.5 out of 5 stars 101,132 Ratings
    Company Website for CoinStats

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 Quantilia?

Forge direct relationships with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, and credit rating agencies. Acquire thorough security reports, improve your issuer data, and oversee both liquid and illiquid assets through a unified platform. Every data source is included, enabling you to effortlessly integrate information from all partners, irrespective of their format or technological capabilities. Enrich your portfolio by tapping into a wide range of funds, ETFs, indices, securities, derivatives, and market indicators. Link your account with your internal or external research collaborators to facilitate informed, evidence-based investment decisions. Benefit from a fully tailored service provided by a skilled team of finance professionals dedicated to turning your objectives into actionable dashboards and solutions. Experience a holistic approach to asset consolidation and data aggregation, coupled with streamlined data collection, preparation, and integration processes. This guarantees that all facets of your financial assets are well-managed, easily accessible, and ready for strategic analysis. Moreover, the comprehensive support ensures that your investment strategies can adapt to changing market conditions effectively.

Media

Media

Integrations Supported

Acorns
Alight
Binance
BoardWorks
Coinbase
E*TRADE
First Republic
Firstrade
HTX
Interactive Brokers
Kraken
Poloniex
Robinhood
SoFi
Stash
Tangerine
TradeStation
Vanguard
Wealthfront
Wells Fargo Business Checking

Integrations Supported

API Availability

API Availability

Pricing Information

$25 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Utluna

Company Location

United States

Company Website

utluna.com

Company Facts

Organization Name

Quantilia

Date Founded

2016

Company Location

France

Company Website

www.quantilia.com

Categories and Features

Categories and Features

Financial Reporting

Not specified

Popular Alternatives

Popular Alternatives

PackHedgeâ„¢ Reviews & Ratings

PackHedgeâ„¢

FinLab Solutions SA
5.0 out of 5 stars
Allvue Reviews & Ratings

Allvue

Allvue Systems
StockMaster Reviews & Ratings

StockMaster

Supertech
3.0 out of 5 stars