Stash Integrations

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.

Era is your intelligent financial partner, providing insights on events that may impact your financial situation. Leveraging a wealth of global knowledge, Era generates personalized articles tailored to your distinct financial needs. By offering customized investment advice and options for portfolio rebalancing, you can take charge of your financial future more confidently. The platform allows for seamless integration of all your financial accounts, enabling you to track your budgets and set intelligent, AI-driven goals through straightforward chat interactions. You can automate tasks such as receiving alerts about market changes or transferring funds to your chosen accounts, all without any interruptions. Era works harmoniously with your existing banking arrangements, facilitating smooth transactions without the need for cumbersome migrations. Whether your goal is to tackle student loan debt or to save for that dream vacation, simply reach out to Era for help. It centralizes your financial management tools in one user-friendly platform and provides additional features to enhance your experience. You can explore Era's functionalities at no cost before linking your accounts, with the assurance that your financial information is kept private and secure, utilized exclusively for creating tailored responses and never sold for advertising purposes. With Era, the process of managing your financial journey becomes not only more effective but also highly personalized, ensuring you receive the support you need every step of the way.

Numeric equips teams with the tools needed to streamline their closing procedures, enhance reconciliation processes, and leverage AI for swift flux analysis and reporting. By consolidating and refining the month-end closing process, teams can harness the power of recurring workflows and collaborative resources. Crafted for efficiency, Numeric allows users to work at a faster pace than ever before. Elevate your month-end closing practices with automated solutions and processes that focus on both efficiency and oversight. Manage all elements of your close seamlessly from one centralized interface, which includes journal entries, reconciliations, flux analysis, review notes, tasks, and subtasks. You have the ability to set up recurring tasks at various intervals—be it monthly, quarterly, annually, or tailored to your specific needs—ensuring that your checklist is always relevant. Comments can be easily accessed and addressed, while updates and reviews can be managed from a single platform. Moreover, you can utilize rich-text procedures and pinned links to thoroughly document every aspect, gathering all essential information in one accessible location. This all-encompassing strategy not only improves organizational efficiency but also encourages better communication and collaboration among team members, ultimately leading to a more effective closing process. Team members can easily track progress and share insights, making the entire workflow more transparent and manageable.

Solutions for synthetic test data in enterprises are crucial for ensuring that the test data mirrors the architecture of your database or application accurately. This necessitates that you can easily design and maintain your projects effectively. It's important to uphold the referential integrity of various relationships, such as parent, child, and sibling relations, across different data domains within a single application database or even across various databases used by multiple applications. Moreover, maintaining consistency and integrity of synthetic attributes across diverse applications, data sources, and targets is vital. For instance, a customer's name should consistently correspond to the same customer ID across numerous simulated transactions generated in real-time. Customers must be able to swiftly and accurately construct their data models for testing projects. GenRocket provides ten distinct methods for establishing your data model, including XTS, DDL, Scratchpad, Presets, XSD, CSV, YAML, JSON, Spark Schema, and Salesforce, ensuring flexibility and adaptability in data management processes. These various methods empower users to choose the best fit for their specific testing needs and project requirements.