All-in-one platform for wealth management
Manage portfolios, monitor bank transactions, create and share virtual strategies, and track performance — all in one platform.
From $1000/mo
Our Сlients on Reluna
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Assets Managed on ReLuna
$1.26B
Our clients collectively manage $1.26B in assets across jurisdictions, asset classes, and currencies using the Reluna platform
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Custodians
+20
Already connected to the platform and counting
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Users
125
End-users of the platform, including back, middle, and front office operations, and investors
How Reluna works?
We gathered key processes of
Asset Management Firms, Family Offices, Financial Advisors, Banks and everything in between.
Reluna consolidates key processes and information from custodians, market data providers, and other sources into a unified, up-to-date interface.
Exciting Innovations Coming Soon!
We are working on AI and data science solutions to revolutionize asset management. Stay tuned for automated data reconciliation, advanced analytics, and more
Advanced Analytics
Get ready for powerful data science capabilities that will provide predictive analytics, trend analysis, and in-depth reporting, offering unparalleled insights into your assets
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Intelligent Search Engine
Search engine that understands natural language queries, allowing users to search for information using conversational language
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Automated Data Reconciliation
Our AI-driven tools will soon automate the data reconciliation process, reducing manual errors and ensuring data integrity across all systems
Customer Service and Chatbots
AI-driven chatbots to handle customer inquiries and provide personalized assistance 24/7
Discover how Reluna can optimise processes for your company
Benefit Custodians Integration
Automatically consolidate and keep track of all your clients’ accounts in one dashboard
Strategy Management
Create strategies with auto-follow functionality for seamless rebalancing
Automate Manual Tasks and Streamline Workflows
Set up rules and notifications to automate routine
Client Performance Dashboards
Provide your clients with clear, interactive dashboards that showcase their portfolio performance, asset allocation, and investment progress—all in real-time
Multi-Asset Portfolio Management
Manage investments across jurisdictions, asset classes, and currencies
Account Hierarchy Trees
Track and visualize relationships between accounts and portfolios
Customized Reports
Comply with regulations and analyze performance with custom reports
Portfolio Consolidation
Simplify complex holdings by consolidating data from multiple custodians, asset classes, and currencies into a single, comprehensive view
Smooth order execution
Send and track trading and non-trading orders
Save on fees with DMA
Influence that bottom line, decreasing costs
Keep your finger on the pulse
Track when transaction is received from the Custodian
Seamless Reconciliation
Automatically match trades, positions, and cash balances with custodian records
Provide extra client experience
The white-label dashboard available both on the web and mobile app
Portfolio Management
Manage investments across jurisdictions, asset classes, and currencies
Compliance and Reporting
Perform KYC and AML and automate reporting and reconciliation
Advanced Risk Monitoring
Track and analyze risk exposure across portfolios in real-time, ensuring adherence to regulatory requirements and safeguarding institutional integrity
What sets Reluna Apart
AI-Powered Reconciliation
Upload private asset data and analyze portfolio performance leveraging cutting-edge technology
Intuitive Interface
Enjoy user-friendly interface across platforms
Plug-and-Play Solution
Easily integrate with the custodians and other software with API
Humane Support
Responsive Customer Service and extensive Knowledge Base
Customize Reluna according to your needs
Create automated workflows, set alerts, and customise your dashboards and reports
How secure is it?
Bank-Grade Security
Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission
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Secure Infrastructure
Your data is stored in data centers with bank-grade security
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Access Management
Manage user permissions to illuminate data leakage
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Frequently asked questions (FAQ)
Does the platform comply with security and regulatory requirements?
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Is the system scalable?
What are the platform’s technical specifications and reliability metrics?
How does integration with external systems work?
Is the platform a trading marketplace, and how are orders created, sent (API, manual, etc.), and executed? What order types (market, limit, etc.) are supported, and are there any restrictions?
