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.
Top Utluna Alternatives
My Stocks Portfolio
Users can effortlessly track stocks, ETFs, and currencies with My Stocks Portfolio, which provides real-time performance metrics such as realized and unrealized gains.
Ziggma
With a lightning-fast stock screener, users can discover promising investment opportunities in seconds.
TRobo
TRobo offers a stunning, user-friendly platform for testing and publishing investment portfolios.
Write-Up
Write-Up streamlines stock portfolio accounting for high net worth clients, enabling firms to manage labor-intensive tasks efficiently.
MarketGrader
Thorough and unbiased grading allows users to compare global companies in real-time, transcending sector and currency boundaries.
Tamarac
An open platform designed for Registered Investment Advisors, Tamarac offers extensive integration options to enhance operational efficiency.
INDATA iPM Portfolio Architect AI
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EquityStat
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Nuvestan
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Solvas|Portfolio
Tailored for asset managers and fund administrators, it excels in collateral tracking across diverse securities...
Morningstar Office Cloud
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RiskSmith
Users can effortlessly analyze risk, track volatility, and optimize their portfolio’s efficiency without overwhelming spreadsheets...
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
PORTAX After-Tax Portfolio Analysis
It evaluates up to 100 assets across 120 periods, providing insights on asset weight, market...
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.
Top Utluna Alternatives
- My Stocks Portfolio
- Ziggma
- TRobo
- Write-Up
- MarketGrader
- Tamarac
- INDATA iPM Portfolio Architect AI
- EquityStat
- Nuvestan
- Solvas|Portfolio
- StockMarket Plus
- Morningstar Office Cloud
- RiskSmith
- Benzinga Pro
- PORTAX After-Tax Portfolio Analysis
