Brokers
Accelerate Your Brokerage Growth with Intelligent Portfolio Management
Track and execute orders, automate operations, and deliver exceptional service with Reluna's wealth management platform.
Order Management
Execute trades efficiently with our FIX API integration and real-time monitoring system.
Omnibus Management
Efficiently manage multiple client accounts with automated asset segregation and reconciliation.
Customizable Reporting
Easily create automatically send out branded, professional reports tailored to your clients' needs. White-labeled reports. Automated generation. Custom templates.
Flexible Fee Management
Set up custom fee structures and automate calculations for management fees, success fees, and trading commissions.
How it 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.
Everything You Need to Grow Your Practice
Multi-Asset Trading
Support for all asset classes including stocks, bonds, forex, and alternative investments
Regulatory compliance tools
Stay compliant with automated KYC/AML processes and regulatory reporting tools.
Client Portal
Offer your clients 24/7 access to their portfolios with customizable dashboards and real-time reporting.
Performance Analytics
Advanced portfolio analytics, risk and performance measurement tools
Platform Highlights
Order Management
Portfolio Analytics
Risk Management
Market Data
