FinovateEurope 2020 / Utluna

Presenter Profile:

How they describe themselves: Utluna Solutions Ltd is a fintech company based in Switzerland. Utluna provides user-friendly, web-based solutions aiming to help active investors make smarter investment decisions, thanks to an innovative overview and contextualization of their portfolio.

How they describe their product/innovation: Utluna provides individual & professional investors with a real time, comprehensive overview of their complete portfolio, including both bankable and non-bankable assets. Sophisticated performance and risk analysis is delivered in an intuitive and user-friendly format. Additional multimedia portfolio monitoring tools help investors & traders make value-enhancing, coherent and compliant investment decisions. Social features allow for an interactive and enriching experience between investors and their advisors/mentors.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions

Contacts

Bus. Dev. & Press: Laurent Bruchez, CEO, laurent@utluna.com


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