Reluna is a SaaS platform that consolidates portfolio management, risk analysis, and compliance tracking for wealth managers. By automating client reporting and providing a unified view of investments, Reluna streamlines operations and enhances decision-making for family offices and brokerages.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management firms often struggle with fragmented systems for portfolio management, risk analysis, and compliance tracking, leading to inefficiencies and increased operational overhead. Consolidating data from multiple custodians and ensuring regulatory compliance can be time-consuming and prone to errors. This complexity hinders decision-making and limits the ability to provide clients with a unified view of their investments.
Solution
Reluna is a SaaS platform designed to consolidate portfolio management, risk analysis, and compliance tracking for wealth managers, family offices, and brokerages. The platform automates client reporting and provides a unified view of investments across jurisdictions, asset classes, and currencies. By integrating with custodians and market data providers, Reluna streamlines workflows, reduces manual errors, and enhances decision-making. The platform offers features such as multi-asset portfolio management, account hierarchy trees, customizable reports, and advanced risk monitoring.
Target Audience
Reluna primarily targets wealth managers, family offices, brokers, and financial institutions seeking to streamline operations, enhance decision-making, and improve client reporting.
Features
- Portfolio consolidation from multiple custodians into a single, comprehensive view
- Automated data reconciliation using AI to reduce manual errors and ensure data integrity
- Multi-asset portfolio management across jurisdictions, asset classes, and currencies
- Account hierarchy trees for tracking relationships between accounts and portfolios
- Customizable reports for compliance and performance analysis
- Advanced risk monitoring to track and analyze risk exposure in real-time
- FIX API for sending trade orders to external executors
- Client performance dashboards with real-time data on portfolio performance and asset allocation