Altoo vs. Utluna Comparison


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About Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.	About Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management	Audience Traders interested in a solution to get insights into their portfolio and performance
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Free Version Supported Free Trial Not Supported	Pricing $25 per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Altoo Founded: 2017 Switzerland altoo.io	Company Information Utluna United States utluna.com
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Categories Family Office Supported	Categories CFD Brokers and Trading Supported Stock Portfolio Management Supported Trading Journals Supported

Integrations Acorns Not Supported Alight Not Supported Betterment Not Supported Binance Not Supported BoardWorks Not Supported Charles Schwab Not Supported E*TRADE Not Supported EquatePlus Not Supported First Republic Not Supported Firstrade Not Supported HTX Not Supported Interactive Brokers Not Supported Merrill Edge Not Supported Poloniex Not Supported Robinhood Not Supported TD Ameritrade Not Supported Tangerine Not Supported TradeStation Not Supported Vanguard Not Supported Wells Fargo Business Checking Not Supported Show More Integrations	Integrations Acorns Supported Alight Supported Betterment Supported Binance Supported BoardWorks Supported Charles Schwab Supported E*TRADE Supported EquatePlus Supported First Republic Supported Firstrade Supported HTX Supported Interactive Brokers Supported Merrill Edge Supported Poloniex Supported Robinhood Supported TD Ameritrade Supported Tangerine Supported TradeStation Supported Vanguard Supported Wells Fargo Business Checking Supported Show More Integrations View All 29 Integrations
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