Advisors
Digitize family governance. Deepen trust. Grow your practice.
Bring structure, clarity, and continuity to your client relationships
with Reluna Family Governance Platform
with Reluna Family Governance Platform
What You Gain
Strengthen Client Loyalty
Play a meaningful role by guiding intergenerational strategy and ensuring clarity in decision-making.
Streamline Collaboration
Replace fragmented systems with a streamlined platform for governance, onboarding, and collaboration.
Enhance Your Offering
Offer structured governance, onboarding for next-gens, managing external experts, and family education—all from your branded platform.
Preserve Relationship Across Generations
Remain relevant for the next generation by building lasting connections with the family in a modern way.
Platform
Everything Advisors need.
All in One Platform.
All in One Platform.
Client Management
Track families, consultations, and progress in one place.
Consultation Tools
Schedule, manage, and complete meetings with ease.
Advisor Network
Market your services to grow your advisory practice.
Admin Settings & Revenue Dashboard
Monitor performance, manage services, pricing, and payments seamlessly.
Messaging Hub
Stay connected through built-in communication.
Knowledge Center
Create resources and useful materials for your clients.
Connect with Families. Grow Your Practice.
Join Reluna’s global network of trusted advisors. Create your profile, showcase your expertise, and offer services directly to high-net-worth families using the Reluna Family Portal worldwide.
Build visibility, receive consultation requests, and grow your client base.
Create Your Profile
Platform
Why Consultants Love It
Establishes a unified family orchestration and command center
Positions you as a proactive, digitally enabled partner
Saves time on admin - gives more time for strategy and relationship
Deploys a white-label solution crafted to reflect your expertise down to the finest detail.
Advisor Pricing
Flexible Pricing for Every Practice
Each Advisor Portal includes individual subscriptions for family clients — allowing advisors to onboard and manage multiple families within one workspace.
Starter
Individual advisors starting their digital practice
$249/month
Save $600/year with annual
- 1 Team member seat
- External Consul role for 1 family
- Public marketplace profile
- Unlimited service catalog
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Professional
Boutique consulting firms managing multiple families
$599/month
Save $1,200/year with annual
Get started- 4 Team member seats
- 3 Included Family Portals (FREE for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label Customization (cost upon request)
Premium
Large advisory firms managing complex multi-family relationships
$799/month
Save $1,800/year with annual
Get started- 7 Team member seats
- 5 Included Family Portals (FREE for families)
- All Professional features +
- Scalable operations
- Priority support
- White-label offering (cost upon request)
Starter
Individual advisors starting their digital practice
$349/month
Save $600/year with annual
Get started- 1 Team member seat
- External Consul role for 1 family
- Public marketplace profile
- Unlimited service catalog
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Professional
Boutique consulting firms managing multiple families
$699/month
Save $1,200/year with annual
Get started- 4 Team member seats
- 3 Included Family Portals (FREE for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label Customization (cost upon request)
Premium
Large advisory firms managing complex multi-family relationships
$899/month
Save $1,800/year with annual
Get started- 7 Team member seats
- 5 Included Family Portals (FREE for families)
- All Professional features +
- Scalable operations
- Priority support
- White-label offering (cost upon request)
Secure Infrastructure
Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission ensures your data stays safe.
Two-Factor Authentication
An added layer of protection beyond just a password — verifying identity before granting access to sensitive family information.
Access Management
Granular, role-based user permissions designed to prevent unauthorized access and eliminate data leakage.
