Pricing
Transparent pricing
Different plans for different businesses. Find the plan that best suits your needs. To customize your plan, contact sales for pricing options.
Starter
Popular
$1000
per month
5 users
5 users
Account Management- Portfolio Management
- 1 Custodian Integration
- Valuation Report
Order Management- Omnibus Account Management
- Marketplace and Product Management
- Transaction matching
- Risk & Compliance
- IP white listening
Standard
Recomended
$3000
per month
10 users
10 users
- 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
- Marketplace and Product Management
Enterprise
$5000
per month
- Unlimited and customizable features included. Contact us for your personalized request
Compare features
Choose a plan that’s right for your business
Monthly commitment
Select pricing plan based on the number of opened positions and add extra services if need.
Starter
$1000 per month
Standard
$3000 per month
Enterprise
From $5000
Account Management & CRM
Account Management
Configure roles and profiles
Manager Access License
5
10
Unlimited
Client Access License
0
20
Unlimited
Export Accounts to Excel
Account Structure access and management including Controlling persons
—
White Label
IP Address limitation for users
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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
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Omnibus Account Order Management
—
DMA Trading
—
Customization
Customization
Order Management between Reluna Customers Infrastructure
—
Customization
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)
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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?