Advisors
Platform Where Families and Advisors Build Lasting Legacies Together
Bring structure, clarity, and sustainability to your client relationships with Reluna. Created with advisors and for advisors.
The Reality of Family Governance
Typical challenges we hear from advisors:
Up to 30% of time lost to operations
No shared system – just scattered documents
Families do not have common values and constitution
Lack of a user-friendly software to streamline communication
Families avoid tough topics: ownership, succession, philanthropy
No tools to help clients learn governance
Solution
Everything Advisors Need. All in One Platform.
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 ProfileWhy Advisors Choose Reluna
Strengthen Client Loyalty
Play a meaningful role by guiding intergenerational strategy and ensuring clarity in decision-making.
Save Time on Every Engagement
Start with ready-made frameworks. Save more time for strategy and relationship.
Streamline Collaboration
Replace fragmented systems with a streamlined platform for governance, onboarding, and collaboration.
Create Additional Value for your Practice
Offer governance, onboarding, and family education – all from one branded platform with family office tools
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
Trial 30 day
Individual advisors starting their digital practice
$249/month
- 1 Team member seat
- External Advisor 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
$749/month
Save $1,200/year with annual
- 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)
Starter
Trial 30 day
Individual advisors starting their digital practice
$349/month
- 1 Team member seat
- External Advisor 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
$849/month
Save $1,200/year with annual
- 4 Team member seats
- 3 Family Portals included (no extra fee for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label customization (cost upon request)
Add-ons for Consultants
Extra Family Portal
$349/month
Safety
Global-Grade Protection of Your Legacy
We are meeting the standards of Fortune 500 enterprises and global financial institutions.
Learn moreSecure Infrastructure
Enterprise-level security with ISO/IEC 27001:2022 certification and encrypted data transmission ensures your data stays safe.
99.95%
Uptime SLA
GDPR Compliant
EU Data Protection
AWS Private VPC
Isolated Infrastructure
SOC 2 Type I
Coming Soon 2026
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.
Be Among the First Users to Elevate Family Governance
Schedule a free demo, discuss your concerns and see how Reluna can help
