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Wealth Management Platform
Account Management
Manage accounts and balances
Portfolio Management
Monitor assets and returns
Trading System
Trade across custodians
Risk & Compliance
Ensure control and reporting
Client online access
Secure client dashboards
Family Governance Platform
Reluna Family
For families and single offices
Reluna Advisor
For advisors and multi-family offices
Solutions
Audience
Wealth managers
Unified client operations
Family offices
Wealth and governance
Brokers
Cross-custodian trading
Financial Institutions
Compliance and control
Features
Multi assets tranding
All asset classes
Bank grade security
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July 23, 2025
