Utluna
Curated by SignalPortfolio management platform enhancing investment strategies for wealth managers.
Overview
Utluna Solutions Ltd operates a portfolio management platform aimed at wealth managers. The platform incorporates technology intended to improve investment strategies and client outcomes. It includes features such as a portfolio tracker, performance and risk analytics, and a multimedia trader journal, which are designed for users interested in monitoring and analyzing investments across different asset classes. Utluna supports integration with over 50 brokers and multiple platforms globally. The platform utilizes real-time analytics and AI-driven insights to assist users in tracking and optimizing their investment portfolios, while also offering anonymous sign-up options to maintain user privacy.
Key facts
- Founded
- 2016
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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