Utluna
Utluna empowers users to gain profound insights into their investment portfolios through advanced analytics and performance tracking. By seamlessly syncing accounts across various financial institutions in under five minutes, it provides a holistic view of diverse asset classes. Customizable visualizations help users grasp risk and performance dynamics, fostering informed decision-making.
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Top Utluna Features
- Portfolio visualization tools
- Risk assessment analytics
- Cash flow forecasting
- Behavioral bias mitigation
- Multi-asset class support
- Customizable portfolio tags
- Anonymous account syncing
- Quick setup process
- Direct and indirect holdings
- Performance benchmarking tools
- Comprehensive asset categorization
- Real-time market data integration
- Intuitive user interface
- Multimedia trading journal
- Demo account access
- Free trial with no commitment
- Asset liquidity analysis
- Cross-currency tracking
- Detailed performance reports
- User-defined analysis filters.
