Price

Starter

1000 USD per month
5 users

Includes

Account Management

Portfolio Management

1 Custodian Integration

Valuation Report

Does not include

Order Management

Omnibus Account Management

Marketplace and Product Management

Transaction matching

Risk & Compliance

IP white listening

Buy

Standard

3000 USD per month
10 users

Includes

Account Management

Portfolio Management

Omnibus Account Management

Order Management

Valuation Report

Automation: custom Process, Notifications, Change Requests

Risk & Compliance

3 Custodian Integrations

Market Data Integration for online pricing

IP white listening

Income Payment Tracker

Does not include

Marketplace and Product Management

Buy

Enterprise

From 5000 USD per month

Unlimited and customizable features included. Contact us for your personalized request

Starter

1000 USD per month
5 users

Includes

Account Management

Portfolio Management

1 Custodian Integration

Valuation Report

Does not include

Order Management

Omnibus Account Management

Marketplace and Product Management

Transaction matching

Risk & Compliance

IP white listening

Buy

Standard

3000 USD per month
10 users

Includes

Account Management

Portfolio Management

Omnibus Account Management

Order Management

Valuation Report

Automation: custom Process, Notifications, Change Requests

Risk & Compliance

3 Custodian Integrations

Market Data Integration for online pricing

IP white listening

Income Payment Tracker

Does not include

Marketplace and Product Management

Buy

Enterprise

From 5000 USD

Unlimited and customizable features included. Contact us for your personalized request

Open plan features

Compare features

Choose a plan that’s right for your business

One-time invoice pricing

Create, customize, and send an invoice using the Dashboard or APIs.

Monthly commitment

Select pricing plan based on the number of opened positions and add extra services if need.

Starter

1000 USD per month

Buy

Standard

3000 USD per month

Buy

Premium

From 5000 USD

Account Management & CRM

Account Management

Configure roles and profiles

Manager Access License

Unlimited

Client Access License

Unlimited

Export Accounts to Excel

Account Structure access and management including Controlling persons

—

White Label

IP Address limitation for users

—

Portfolio Management

Segregated Bank Account management

Consolidated Portfolios

Omnibus Bank Account management

—

Manual Import of Transactions

Transaction Matching

—

Income Payment Tracker

—

Order Management

Trading orders: FOP, DVP

—

Non-Trading Orders

—

Mass Order Creation

—

Omnibus Account Order Management

—

DMA Trading

—

Customization

Order Management between Reluna Customers Infrastructure

—

Customization

Reporting

Valuation report

Marketplace and Product Management

Access to marketplace and shop

—

Coming soon

Product recommendations

—

Coming soon

Strategy management

—

Coming soon

Global Allocation Management

—

Coming soon

Automotion

Change Request settings

Notifications settings: access to create customized email and push notifications

—

Process Settings: Access to create customized system processes

—

Risk & Compliance

Restriction alerts access

—

Investment Profile

—

Personal Restriction on the mandate

—

Connections

Custodian Integrations from existing list

1 for free

3 for free

5 fo free

Custodian Integrations - New (Per Request)

—

Market Data Integration (Per Request)

—

Starter

Standart

Premium

1000 USD per month

5 000 EUR per month

Contact Sales

Account Management

Configure roles and profiles

Manager Access License

Client Access License

Export Accounts to excel

Account Structure access and management including Controlling persons

—

White Label

IP Address limitation for users

—

Portfolio Management

Segregated Bank Account management

Consolidated Portfolios

Omnibus Bank Account management

—

Manual Import of Transactions

Transaction Matching

—

Income Payment Tracker

—

Order Management

Trading orders: FOP, DVP

—

Non-Trading Orders

—

Mass Order Creation

—

Omnibus Account Order Management

—

DMA Trading

—

Order Management between Reluna Customers Infrastructure

—

Reporting

Valuation report

Marketplace and Product Management

Access to marketplace and shop

—

Product recommendations

—

Strategy management

—

Global Allocation Management

—

Automotion

Change Request settings

Notifications settings: access to create customized email and push notifications

—

Process Settings: Access to create customized system processes

—

Risk & Compliance

Restriction alerts access

—

Investment Profile

—

Personal Restriction on the mandate

—

Connections

Custodian Integrations from existing list

1 for free

Custodian Integrations - New (Per Request)

—

Market Data Integration (Per Request)

—

Standard

3000 USD per month

Account Management

Configure roles and profiles

Manager Access License

Client Access License

Export Accounts to excel

Account Structure access and management including Controlling persons

White Label

IP Address limitation for users

Portfolio Management

Segregated Bank Account management

Consolidated Portfolios

Omnibus Bank Account management

Manual Import of Transactions

Transaction Matching

Income Payment Tracker

Order Management

Trading orders: FOP, DVP

Non-Trading Orders

Mass Order Creation

Omnibus Account Order Management

DMA Trading

Customization

Order Management between Reluna Customers Infrastructure

Customization

Reporting

Valuation report

Marketplace and Product Management

Access to marketplace and shop

—

Product recommendations

—

Strategy management

—

Global Allocation Management

—

Automotion

Change Request settings

Notifications settings: access to create customized email and push notifications

Process Settings: Access to create customized system processes

Risk & Compliance

Restriction alerts access

Investment Profile

Personal Restriction on the mandate

Connections

Custodian Integrations from existing list

3 for free

Custodian Integrations - New (Per Request)

Market Data Integration (Per Request)

Premium

From 5000 USD

Account Management

Configure roles and profiles

Manager Access License

Unlimited

Client Access License

Unlimited

Export Accounts to excel

Account Structure access and management including Controlling persons

White Label

IP Address limitation for users

Portfolio Management

Segregated Bank Account management

Consolidated Portfolios

Omnibus Bank Account management

Manual Import of Transactions

Transaction Matching

Income Payment Tracker

Order Management

Trading orders: FOP, DVP

Non-Trading Orders

Mass Order Creation

Omnibus Account Order Management

DMA Trading

Customization

Order Management between Reluna Customers Infrastructure

Customization

Reporting

Valuation report

Marketplace and Product Management

Access to marketplace and shop

Coming soon

Product recommendations

Coming soon

Strategy management

Coming soon

Global Allocation Management

Coming soon

Automotion

Change Request settings

Notifications settings: access to create customized email and push notifications

Process Settings: Access to create customized system processes

Risk & Compliance

Restriction alerts access

Investment Profile

Personal Restriction on the mandate

Connections

Custodian Integrations from existing list

5 for free

Custodian Integrations - New (Per Request)

Market Data Integration (Per Request)

Pricing

Transparent pricing

Starter

Includes

Does not include

Standard

Includes

Does not include

Enterprise

Unlimited and customizable features included. Contact us for your personalized request

Compare features

One-time invoice pricing

Monthly commitment

Starter

Standard

Premium

Account Management & CRM

Portfolio Management

Order Management

Reporting

Marketplace and Product Management

Automotion

Risk & Compliance

Connections

Account Management

Portfolio Management

Order Management

Reporting

Marketplace and Product Management

Automotion

Risk & Compliance

Connections

Account Management

Portfolio Management

Order Management

Reporting

Marketplace and Product Management

Automotion

Risk & Compliance

Connections

Account Management

Portfolio Management

Order Management

Reporting

Marketplace and Product Management

Automotion

Risk & Compliance

Connections

Elevate Your Investment Story Today

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