Acorns Integrations

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.

Mesh offers a secure and user-friendly method for cryptocurrency transfers and payments from over 300 prominent exchanges and wallets, allowing users to remain within your platform. Users can authenticate with external wallets or exchanges and transfer assets directly, streamlining the process. Our robust API transforms the cryptocurrency transfer landscape by facilitating seamless connections between wallets. Additionally, our SDK delivers a ready-to-use solution that encompasses Mesh’s full range of integrations, manages all authentication processes, and provides a beautifully redesigned transfer experience. With a commitment to security, Mesh is a reliable, SOC II-compliant option backed by a team with extensive expertise in authentication and identity management, ensuring peace of mind for all users involved in crypto transactions. By prioritizing safety and ease of use, Mesh is positioned to enhance the overall crypto experience for both platforms and their customers.

Era serves as your intelligent financial companion, helping you stay informed on relevant events that could influence your financial landscape. With its extensive global knowledge, Era crafts tailored articles specifically for your unique financial circumstances. Gain a greater sense of agency over your financial future through customized investment guidance and portfolio rebalancing options. Effortlessly integrate all your financial accounts, monitor your budgets, and establish smart AI-driven goals using simple chat-based interactions. Automate tasks ranging from alerts about market developments to transferring funds to your preferred accounts, all without disruption. Era seamlessly operates with your current banking setup, ensuring smooth transactions without the hassle of migration. Whether you're aiming to reduce student loan debt or saving for a dream vacation, just ask Era for assistance. It consolidates your financial management resources in one convenient platform and offers much more. Experience Era's capabilities for free before linking your accounts, with the assurance that your personal financial data remains secure and confidential, used solely for crafting personalized responses and never sold for marketing purposes. With Era, navigating your financial journey becomes more efficient and personalized than ever.

PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.

Trellis Connect simplifies the process of sharing personal insurance information for users, offering a fast, easy, and secure experience. By meeting consumers in their own environments, Trellis enables individuals to discover the most suitable personal insurance options tailored to their requirements. Utilizing consumer-permissioned data, Trellis Connect stands out as an innovative pre-fill solution for property and casualty insurance that enhances the user experience while ensuring the security and privacy of its users. Collaborating with leading companies across various sectors, including financial institutions, fintech firms, and insurance providers, Trellis offers comprehensive white-label, end-to-end insurance solutions. The platform serves as a resource for comparing and purchasing personal property and casualty insurance policies, ensuring that users have access to the best options available. With our top-tier solution, you can have a fully licensed team of insurance agents ready to assist you in just a few short days. This approach not only streamlines the insurance process but also fosters a sense of trust and security among users seeking coverage.