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Description
Introducing a comprehensive online tool tailored for solar industry professionals that has the capability to transform your proposal creation workflow entirely. With an advanced 3D design engine, reliable energy yield simulations, a thorough financial calculator, and an intuitive drag-and-drop proposal editor, HelioScope enables swift and efficient responses to client inquiries. The platform offers a variety of features including 3D modeling, quick proposal generation, trustworthy simulations, limitless design options, real-time support, single line diagrams, automated CAD exports, one-click sharing, compatibility for systems up to 5 MW, an extensive library of 45,000 components, and global weather coverage along with pan file support. Additionally, HelioScope ensures that solar professionals can efficiently manage their projects while maintaining high standards of accuracy and reliability.
Description
Utluna provides essential insights into your investment portfolio and overall performance while assisting you in overcoming behavioral biases. You can join anonymously and link your accounts from various financial institutions in under five minutes. Sounds too good to be true? Test our demo account, which is view-only and requires no setup, or opt for a complimentary 30-day trial that doesn't ask for your email or credit card information. Effortlessly keep track of all your financial assets, regardless of their location or liquidity status. This includes any asset class such as equities, debt instruments, currencies, commodities, tangible assets, digital assets, collectibles, and more. It accommodates all types of securities, including direct investments, funds, derivatives, and CFDs, as well as various currencies beyond the G10. You can manage both listed and non-listed assets, whether they're bankable or not. Gain a deeper understanding of the factors influencing your portfolio with intuitive visualizations of composition, performance, and risk. Additionally, customize your analysis with tags tailored to your perspective, allowing for a more personalized approach to managing your investments. With Utluna, taking charge of your financial journey has never been easier.
API Access
Has API
API Access
Has API
Integrations
Bitstamp
Acorns
Betterment
Binance
CITI Unify
Charles Schwab
E*TRADE
First Republic
Firstrade
HTX
Integrations
Bitstamp
Acorns
Betterment
Binance
CITI Unify
Charles Schwab
E*TRADE
First Republic
Firstrade
HTX
Pricing Details
$79 per month
Free Trial
Free Version
Pricing Details
$25 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Folsom Labs
Founded
2011
Country
United States
Website
www.helioscope.com
Vendor Details
Company Name
Utluna
Country
United States
Website
utluna.com
Product Features
Solar
2D/3D Drawing
Analytics / Reporting
Bill of Materials
CMMS
Estimating
Field Service Management
PV Animation
Permitting
Preventive Maintenance
Proposal Management
Solar Design
Solar Maintenance Management
Solar Monitoring
Solar Project Management
Solar Sales / CRM
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
