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support
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API Access

Has API

API Access

Has API

Integrations

Alight
Betterment
BoardWorks
Charles Schwab
Chartlog
Coinbase
E*TRADE
EquatePlus
Kraken
Merrill Edge
Mesh
Poloniex
Shareworks
SoFi
Stash
Surmount AI
TradeZella
Trademetria
Vanguard
Wells Fargo Business Checking

Integrations

Alight
Betterment
BoardWorks
Charles Schwab
Chartlog
Coinbase
E*TRADE
EquatePlus
Kraken
Merrill Edge
Mesh
Poloniex
Shareworks
SoFi
Stash
Surmount AI
TradeZella
Trademetria
Vanguard
Wells Fargo Business Checking

Pricing Details

$25 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Utluna

Country

United States

Website

utluna.com

Vendor Details

Company Name

Webull

Founded

2017

Country

United States

Website

www.webull.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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