Wealth Managers
Reluna for Wealth Management Practice
Manage client portfolios, monitor bank transactions, create and share virtual strategies, and track performance—all in one simple wealth management platform.
Scale Efficiently with a Unified View
Gain a single source of truth with automated data consolidation across custodians and asset classes. Reduce fees with Direct Market Access.
Automate & Streamline Workflows
Optimize repetitive tasks with automated workflows. Set up rules for alerts, notifications, and restrictions. Customize the platform to fit your practice.
Deliver Excellence
Showcase client portfolio performance with tailored reports and dashboards. Automate reporting and control access with secure permissions.
Stay Connected Anywhere
Empower managers and clients with a mobile app for seamless on-the-go access. Managers can respond to client inquiries in real time, while clients stay updated on their portfolio performance with live data, alerts, and personalized insights—anytime, anywhere.
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
Performance Analytics
Advanced portfolio analytics, risk and performance measurement tools
Client Portal
Offer your clients 24/7 access to their portfolios with customizable dashboards and real-time reporting.
Bank-Grade Security
Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission
Automate & Streamline Workflows
Optimize repetitive tasks with automated workflows. Set up rules for alerts, notifications, and restrictions. Customize the platform to fit your practice.
Platform Highlights
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