Empowering Wealth Management Excellence with Reluna
By consolidating all their data in Reluna, the Cyprus-based asset management firm Luna Wealth has automated their entire workflow across portfolio management, reconciliation, and order execution — saving time, reducing manual errors, and delivering an even higher level of service to their clients.
About Luna Wealth Asset Management
Luna Wealth Asset Management (LWAM) is a European-regulated investment firm delivering tailored asset management solutions to high-net-worth individuals, financial market professionals, and retail investors. Regulated by the Cyprus Securities and Exchange Commission (CySEC), LWAM is committed to building and preserving client wealth while consistently delivering strong investment results.
By integrating Reluna, LWAM has gained a powerful edge — offering clients a secure, efficient, and user-friendly experience accessible 24/7.
Asset Classes Managed:
- OTC assets
- Private Equity
- Fixed Income Securities
- Exchange-Traded Funds (ETFs)
- Deposits
The Challenge: Manual Processes Holding Back Growth
Before adopting Reluna, LWAM faced operational hurdles. Fragmented systems led to time-consuming manual processes across portfolio management, invoicing, fee processing, and trade confirmations. These inefficiencies delayed client communications, increased operational workload, and heightened the risk of human error — limiting the firm's ability to scale seamlessly.
Alternative solutions lacked the automation and integration capabilities LWAM needed to support its expanding operations.
The Solution: Seamless Integration with Reluna
Reluna provided the automation, transparency, and integration LWAM was looking for.
Key improvements included:
- Full workflow automation across portfolio management, reconciliation, and order execution
- Instant trade confirmations delivered directly to clients
- Streamlined invoicing and automatic fee reconciliation
- Enhanced audit trails for compliance and reporting
Implementation was fast and smooth, with close support from the Reluna team.
The Results: Transforming Efficiency and Client Experience
With Reluna, LWAM achieved:
- Significant Time Savings: Automated workflows freed up several hours per week.
- Improved Accuracy: Financial reconciliation and reporting processes are now seamless and error-free.
- Enhanced Client Trust: Clients receive real-time trade confirmations, strengthening transparency and satisfaction.
Most Loved Features:
- Real-time portfolio tracking and reporting
- Automated reconciliation and confirmations
- Seamless integration with internal systems
Looking Ahead: A Future with Reluna
As LWAM grows, Reluna remains at the heart of its operational strategy. Future plans include:
- Expanding automation to additional asset classes
- Deepening data analytics and reporting capabilities
- Integrating more advanced compliance monitoring tools
Why LWAM Recommends Reluna
“Reluna has been instrumental in enhancing operational efficiency, compliance, and client service. LWAM confidently recommends Reluna to other firms aiming to streamline operations, improve accuracy, and elevate client transparency.”
Antonis Stavrou, Executive Director LWAM
Conclusion
Thanks to Reluna, LWAM has transformed its workflows — empowering portfolio managers, back-office teams, and brokers to operate at peak efficiency. Reluna stands as a truly universal solution driving LWAM’s continued success.
