Merrill Edge 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.

Evaluate the effectiveness of various trading strategies to identify the most successful one. Test the profitability of these strategies using sample data sets prior to implementing them in actual trades. We offer market data sourced from all 16 US exchanges, along with access to over 15 years of historical data. Additionally, you can seamlessly integrate Chartlog with your trading platform for automatic, real-time upload of all your trades for further analysis. This streamlined process ensures that you can make informed decisions based on comprehensive performance evaluations.

Taiki presents a versatile API that automates the process of extracting tax documents and associated data from a variety of payroll and financial service providers. With this innovative solution, users can eliminate the need for manual document uploads by securely linking to numerous financial platforms, thus simplifying the retrieval of essential tax information. The API is capable of handling an extensive array of documents, such as 1040s, W-2s, 1099s, and bank statements, among others. Users benefit from built-in document processing, allowing them to request and obtain only the specific data fields they need, which significantly enhances efficiency in data collection. Taiki's integration features cover a wide range of financial institutions and services, including notable names like ADP, Bank of America, PayPal, and TurboTax, providing users with a comprehensive solution to meet their varied requirements. The platform also offers adaptable pricing structures, including options for pay-as-you-go and annual subscriptions based on user count, catering to both individual and corporate clients alike. Additionally, the implementation process is designed to be quick and user-friendly, ensuring a seamless experience from the outset.