Family Offices
Empower Your Family Office with Next-Generation Portfolio Management
Streamline complex multi-asset portfolios, gain real-time insights, track private assets, and make better investment decisions with Reluna's wealth management platform.
Multi-Asset Portfolio Management
Seamlessly manage diverse investments across multiple jurisdictions, asset classes, and currencies in one unified platform.
Real-Time Consolidated Reporting
Generate customized reports with real-time insights across all investments, providing complete portfolio visibility.
Enterprise-Grade Security
Protect your sensitive financial data with security protocols and ensure compliance.
Account Hierarchy Trees
Easily track and visualize relationships between accounts, asset values, and profitability for each Ultimate Beneficial Owner.
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
Streamlined Operations
Automate manual workflows and reduce operational complexity and costs.
Customizable Platform
Tailor the platform to your specific reporting and analysis needs.
Configurable access settings
Maintain privacy without sacrificing functionality.
Comprehensive Integrations
Connect with your existing systems and data providers
Platform Highlights
Real-time portfolio monitoring
Multi-currency support
Regulatory compliance tools
AI-powered insights and analytics
