Solutions
“Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.” ― Johann Wolfgang von Goethe
For professionals and individuals
Utluna provides professional asset aggregation and analytics in a user-friendly format. The resulting data can directly be consumed in Utluna's web app or in a white-labelled version. It can also easily be integrated in existing systems thank to Utluna APIs.
Individual investors
Get rid of spreadsheets!
Utluna provides you with an overview of ALL your assets, both bankable and non-bankable, including stocks, bonds, derivatives, funds, real estate or even crypto.
Most value accrues to investors allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with spreadsheets!
Professional performance and risk analysis tools are delivered in an intuitive format and will help you (1) understand what drives your portfolio and (2) monitor your cash flows, incl. fees paid, dividends, interests, rental income, etc.
Define portfolio- or asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your portfolio allocation and investment strategy from experienced minds you trust, including friends, mentors and advisors.
Utluna provides you with an overview of ALL your assets, both bankable and non-bankable, including stocks, bonds, derivatives, funds, real estate or even crypto.
Most value accrues to investors allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with spreadsheets!
Professional performance and risk analysis tools are delivered in an intuitive format and will help you (1) understand what drives your portfolio and (2) monitor your cash flows, incl. fees paid, dividends, interests, rental income, etc.
Define portfolio- or asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your portfolio allocation and investment strategy from experienced minds you trust, including friends, mentors and advisors.
Asset managers
Designed for money managers -not accountants!
Utluna provides you with an easy-to-access and user-friendly overview of all your portfolio metrics. Zoom in and get granular analytics down to the asset-level. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Slice and dice your portfolio according to your own investment themes or strategies and get insights into how each of them impacts your performance and risks.
Most value accrues to managers allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with data collection!
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your portfolio allocation and investment strategy from colleagues or mentors.
Utluna provides you with an easy-to-access and user-friendly overview of all your portfolio metrics. Zoom in and get granular analytics down to the asset-level. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Slice and dice your portfolio according to your own investment themes or strategies and get insights into how each of them impacts your performance and risks.
Most value accrues to managers allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with data collection!
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your portfolio allocation and investment strategy from colleagues or mentors.
Fund and hedge fund managers
Insightful dashboards for PMs and fund investors
Utluna provides you with an easy-to-access and user-friendly overview of all your portfolio metrics. Zoom in and get granular analytics down to the asset-level. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Slice and dice your portfolio according to your own investment themes or strategies and get insights into how each of them impacts your performance and risks.
Most value accrues to managers allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with data collection!
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your investors.
Utluna provides you with an easy-to-access and user-friendly overview of all your portfolio metrics. Zoom in and get granular analytics down to the asset-level. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Slice and dice your portfolio according to your own investment themes or strategies and get insights into how each of them impacts your performance and risks.
Most value accrues to managers allocating across different asset classes. currencies and brokers as Utluna streamlines the process of collecting and organizing data. No longer waste time with data collection!
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your investors.
Financial advisors
Insightful dashboards for advisors and advisees
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your clients. Utluna also helps you gain granular quantitative and psychological insights into your clients' allocation decisions.
Utluna provides you with an overview of ALL your client assets, including (i) the assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help both advisors and advisees (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed.
Commonly define portfolio- and asset-specific investment strategies for various scenarios, document trades, avoid cognitive overreactions and stick to commonly agreed strategies thanks to Utluna's multimedia investment notes.
Provide your clients with a dynamic 24/7 access to their portfolio instead of the static monthly/quarterly updates. All Utluna features can easily be integrated in your client facing reporting dashboards/website thanks to Utluna APIs. Alternatively, the Utluna platform can be offered as a white label solution.
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your clients. Utluna also helps you gain granular quantitative and psychological insights into your clients' allocation decisions.
Utluna provides you with an overview of ALL your client assets, including (i) the assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help both advisors and advisees (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed.
Commonly define portfolio- and asset-specific investment strategies for various scenarios, document trades, avoid cognitive overreactions and stick to commonly agreed strategies thanks to Utluna's multimedia investment notes.
Provide your clients with a dynamic 24/7 access to their portfolio instead of the static monthly/quarterly updates. All Utluna features can easily be integrated in your client facing reporting dashboards/website thanks to Utluna APIs. Alternatively, the Utluna platform can be offered as a white label solution.
Family offices
Enhanced CIO-client relationships
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your clients. Utluna provides you with an overview of ALL your client assets, including non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help both CIOs and clients (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Commonly define with your client portfolio- and asset-specific investment strategies for various scenarios, document trades, avoid cognitive overreactions and stick to commonly agreed strategies thanks to Utluna's multimedia investment notes.
Provide your clients with a dynamic 24/7 access to their portfolio instead of the static monthly/quarterly updates. All Utluna features can easily be integrated in your client facing reporting dashboards/website thanks to Utluna APIs. Alternatively, the Utluna platform can be offered as a white label solution.
Leverage Utluna's dashboard sharing and reporting features to enhance your communication with your clients. Utluna provides you with an overview of ALL your client assets, including non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help both CIOs and clients (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed. Corporate actions as well as derivatives expiry, exercise and assignments are seamlessly handled.
Commonly define with your client portfolio- and asset-specific investment strategies for various scenarios, document trades, avoid cognitive overreactions and stick to commonly agreed strategies thanks to Utluna's multimedia investment notes.
Provide your clients with a dynamic 24/7 access to their portfolio instead of the static monthly/quarterly updates. All Utluna features can easily be integrated in your client facing reporting dashboards/website thanks to Utluna APIs. Alternatively, the Utluna platform can be offered as a white label solution.
Banks
Empower your self-directed clients
Utluna provides your self-directed clients with an overview of ALL their assets, including (i) the bankable assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help them (1) understand what drives their portfolio and (2) monitor their cash flow, incl. fees paid, dividends, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed.
Your clients can define portfolio- and asset-specific investment strategies for various scenarios, document their trades, avoid cognitive overreactions and stick to their strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow them to get feedback about their portfolio allocation and investment strategy from experienced minds they trust, including their relationship manager.
All Utluna features can easily be integrated in the bank's client facing website/e-banking system thanks to Utluna APIs.
Utluna provides your self-directed clients with an overview of ALL their assets, including (i) the bankable assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help them (1) understand what drives their portfolio and (2) monitor their cash flow, incl. fees paid, dividends, rental income, etc. Aggregated risks, such as e.g. FX exposures at the overall portfolio level can quickly be assessed.
Your clients can define portfolio- and asset-specific investment strategies for various scenarios, document their trades, avoid cognitive overreactions and stick to their strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow them to get feedback about their portfolio allocation and investment strategy from experienced minds they trust, including their relationship manager.
All Utluna features can easily be integrated in the bank's client facing website/e-banking system thanks to Utluna APIs.
Robo-advisors
Robo put into context of your client's broader portfolio
Utluna provides your advisory clients with an overview of ALL their assets, including (i) the bankable assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help them (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc.
Portfolio sharing features allow them to get feedback about their overall wealth allocation from experienced minds they trust, including friends, mentors and advisors.
All Utluna features can also easily be integrated into your own reporting dashboard thanks to Utluna APIs.
Utluna provides your advisory clients with an overview of ALL their assets, including (i) the bankable assets they hold with you, (ii) held-away assets, as well as (iii) their non-bankable assets, such as real estate, crypto or private loans.
Sophisticated performance and risk analysis tools are delivered in an intuitive format and will help them (1) understand what drives their portfolio and (2) monitor their cash flows, incl. fees paid, dividends, interests, rental income, etc.
Portfolio sharing features allow them to get feedback about their overall wealth allocation from experienced minds they trust, including friends, mentors and advisors.
All Utluna features can also easily be integrated into your own reporting dashboard thanks to Utluna APIs.
Crypto traders
Bridge the gap between crypto and ananlogue!
Utluna provides you with an overview of ALL your assets. That includes crypto as well as traditional/analogue assets.
Utluna streamlines the process of collecting and organizing data form crypto exchanges and traditional brokers. No longer waste time collecting and organizing data!
Professional performance and risk analysis tools are delivered in an intuitive format and will help you (1) understand what drives your portfolio and (2) monitor your cash flows, incl. fees paid, staking rewards, airdrops, forks, etc.
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your investment strategy from experienced minds you trust, including friends, mentors and advisors.
Utluna provides you with an overview of ALL your assets. That includes crypto as well as traditional/analogue assets.
Utluna streamlines the process of collecting and organizing data form crypto exchanges and traditional brokers. No longer waste time collecting and organizing data!
Professional performance and risk analysis tools are delivered in an intuitive format and will help you (1) understand what drives your portfolio and (2) monitor your cash flows, incl. fees paid, staking rewards, airdrops, forks, etc.
Define portfolio- and asset-specific investment strategies for various scenarios, document your trades, avoid cognitive overreactions and stick to your strategy thanks to Utluna's multimedia investment notes.
Portfolio sharing features allow you to get feedback about your investment strategy from experienced minds you trust, including friends, mentors and advisors.