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FINANCIAL INSTITUTIONS
SERVING
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CLIENTS
Utluna provides a seamless integration to most global financial institutions and to many price source providers, so that you no longer act on little or no data. Save time and make better-informed investment decisions!
When a direct integration is not available, e.g. for non-bankable assets, your transaction history can be uploaded with CSV files or manually.
Alternatively, fill out the form below to let us know what financial institution or price data provider you would like Utluna to integrate next.
When a direct integration is not available, e.g. for non-bankable assets, your transaction history can be uploaded with CSV files or manually.
Alternatively, fill out the form below to let us know what financial institution or price data provider you would like Utluna to integrate next.
Integrated financial institutions
Global
Charles Schwab
Fidelity International
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
JPMorgan Private Bank
Morgan Stanley - ClientServ
Santander Private Banking
Fidelity International
Goldman Sachs - Asset Management
Goldman Sachs - Private Wealth Management
Interactive Brokers
JPMorgan Private Bank
Morgan Stanley - ClientServ
Santander Private Banking
US
Alight
American Funds - Financial Advisors
Ameriprise Financial
Barclays Bank (US
BB&T Bank
Betterment
Boeing Employees Credit Union
Charles Schwab
Chase
E*TRADE
Edward Jones (US)
Equateplus - UBS
Fidelity
Fifth Third Bank - Online Banking
First Republic (Securities)
Goldman Sachs
HSBC InvestDirect
Huntington Bank
JPMorgan Private Bank - Investments
Key Bank
Merrill Edge
Merrill Lynch
Morgan Stanley
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Santander Investment Services
Santander USA
Selfreliance
SoFi
Stash Invest
State Employees Credit Union
Stifel Nicolaus
SunTrust
TastyWorks
TD Ameritrade
UBS OneSource
US Bank
UW Credit Union
Vanguard
Voya Financial - Professionals
Wealthfront
Wells Fargo Advisors
American Funds - Financial Advisors
Ameriprise Financial
Barclays Bank (US
BB&T Bank
Betterment
Boeing Employees Credit Union
Charles Schwab
Chase
E*TRADE
Edward Jones (US)
Equateplus - UBS
Fidelity
Fifth Third Bank - Online Banking
First Republic (Securities)
Goldman Sachs
HSBC InvestDirect
Huntington Bank
JPMorgan Private Bank - Investments
Key Bank
Merrill Edge
Merrill Lynch
Morgan Stanley
Navy Federal Credit Union
Pacific Life
PNC
Raymond James Investments
Santander Investment Services
Santander USA
Selfreliance
SoFi
Stash Invest
State Employees Credit Union
Stifel Nicolaus
SunTrust
TastyWorks
TD Ameritrade
UBS OneSource
US Bank
UW Credit Union
Vanguard
Voya Financial - Professionals
Wealthfront
Wells Fargo Advisors
Europe
Aegon - Online Services
Aviva
Axa (UK)
Computershare - Employee Online (UK)
Credit Suisse (UK) Limited
Deutsche Bank
Deutsche Bank Wealth Management
Goldman Sachs Asset Management (UK)
JPMorgan Asset Management (UK)
JPMorgan UK Pension Plan
Legal and General UK
Nutmeg
Schroder Private Investor (UK)
St James's Place
Transact
Vanguard (UK)
Wealthsimple
Aviva
Axa (UK)
Computershare - Employee Online (UK)
Credit Suisse (UK) Limited
Deutsche Bank
Deutsche Bank Wealth Management
Goldman Sachs Asset Management (UK)
JPMorgan Asset Management (UK)
JPMorgan UK Pension Plan
Legal and General UK
Nutmeg
Schroder Private Investor (UK)
St James's Place
Transact
Vanguard (UK)
Wealthsimple
Crypto
Binance
Coinbase Pro
Kraken
Poloniex
Coinbase Pro
Kraken
Poloniex
Suggest additional data sources
What other data sources (transaction or price data) should Utluna look at integrating next?