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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Solvas Portfolio delivers a powerful, unified approach to asset administration and reporting, replacing outdated legacy tools with technology built for modern portfolio management. As firms scale, data becomes harder to manage, but Solvas Portfolio aggregates information across asset types and investment strategies to provide a true 360-degree view of assets under management. Its intuitive workflows allow users to quickly analyze positions, monitor risk, and access meaningful insights without wrestling with complex interfaces. Stakeholders and trustees benefit from clear, reliable reporting that enhances transparency and trust. The platform also reduces administrative burdens by simplifying daily processes such as trade settlement, cash reconciliation, and asset servicing. Seamless system integrations ensure that Solvas Portfolio fits naturally into your existing ecosystem, keeping all operational data aligned. It also helps minimize errors and risk exposure by standardizing processes across departments. With expert guidance at every stage, firms can transition their data smoothly and unlock more efficient, consistent portfolio operations.

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

Screenshots View All

Screenshots View All

Integrations

Bitstamp
Alight
Betterment
Binance
CITI Unify
Coinbase
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Poloniex
Shareworks
SoFi
Stash
TD Ameritrade
Tangerine
Wells Fargo Business Checking
tastytrade

Integrations

Bitstamp
Alight
Betterment
Binance
CITI Unify
Coinbase
EquatePlus
First Republic
Firstrade
Interactive Brokers
Kraken
Merrill Edge
Poloniex
Shareworks
SoFi
Stash
TD Ameritrade
Tangerine
Wells Fargo Business Checking
tastytrade

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

Alter Domus Data Solutions Inc.

Country

United States

Website

www.solvassolutions.com/solvas-portfolio/

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

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

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

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