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Description
Our exclusive platform has been developed by a team of researchers alongside in-house developers at incling. We provide access to a comprehensive suite of tools that are designed to be user-friendly, engaging, and secure. You have the flexibility to select your own URL, customize colors, and create unique branding, ensuring that participants feel appreciated and comfortable. The setup process for our platform can be completed in under 24 hours, allowing for quick deployment. Our dedicated team of community specialists is on hand to assist you throughout the entire process. This platform is compatible with all devices and adjusts seamlessly to any screen size, eliminating barriers related to downloads or operating system limitations, which facilitates the collection of real-time feedback. Features such as liking, sharing, and live chat, along with centralized notifications, are included to enhance community engagement. The platform offers clear visualizations that make it easy to monitor community activity, send reminders, segment participants, and identify those who deserve rewards using our community management tools. Moreover, you can effortlessly incorporate screeners to recruit participants directly onto the platform and allocate them to specific tasks based on their segments. With these capabilities, organizations can foster a vibrant and interactive community experience.
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
Acorns
Binance
BoardWorks
E*TRADE
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Integrations
Acorns
Binance
BoardWorks
E*TRADE
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Pricing Details
No price information available.
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
Incling
Country
United Kingdom
Website
incling.com/platform/
Vendor Details
Company Name
Utluna
Country
United States
Website
utluna.com
Product Features
Market Research
Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management
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
