What is Re:Luna?
Re:Luna is a wealth management platform that empowers family offices, wealth managers, and brokers to streamline operations, enhance decision-making, and deliver better client service. Reluna consolidates data, automates workflows, and provides real-time insights, saving time and optimizing costs.
The Re:Luna platform provides tools that help gather all client information and documents in one convenient place. This will helps team manage clients more efficiently and free up valuable time for other tasks. The solution can help organize client documents and sensitive information, ensuring compliance with relevant regulations and keeping track of client requests.
The platform also includes data analytics tools provide a comprehensive overview of investments, including comparisons against selected benchmarks over varying periods of time. And the Re:Luna trading system is designed to provide a smooth order execution and management experience. It can be used to create and send orders directly to the market or to counterparties.
The Re:Luna platform provides tools that help gather all client information and documents in one convenient place. This will helps team manage clients more efficiently and free up valuable time for other tasks. The solution can help organize client documents and sensitive information, ensuring compliance with relevant regulations and keeping track of client requests.
The platform also includes data analytics tools provide a comprehensive overview of investments, including comparisons against selected benchmarks over varying periods of time. And the Re:Luna trading system is designed to provide a smooth order execution and management experience. It can be used to create and send orders directly to the market or to counterparties.
Re:Luna also includes a built-in risk and compliance module that follows the latest regulatory requirements. Or users can create customized restrictions, reports, and notifications based on internal policies and requirements.
Categories & Use Cases
Technical Details
| Deployment Types | SaaS |
|---|---|
| Mobile Application | No |
FAQs
What is Re:Luna?
Reluna is a wealth management platform that empowers family offices, wealth managers, and brokers to streamline operations, enhance decision-making, and deliver better client service. Reluna consolidates data, automates workflows, and provides real-time insights, saving time and optimizing costs.
How much does Re:Luna cost?
Re:Luna starts at $1000.