Advisors
AI-Driven 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.
Foundation
Trial 30 days
Individual advisors starting their digital practice
$249/month
Included
- 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
Limitation
- Cannot create Family Portals
- External Consultant role only
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)
Foundation
Trial 30 days
Individual advisors starting their digital practice
$349/month
Included
- 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
Limitation
- Cannot create Family Portals
- External Consultant role only
Professional
Boutique consulting firms managing multiple families
$849/month
Save $1,200/year with annual
Included
- 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)
All prices are in US dollars. Depending on your country and whether you subscribe as an individual or as a business, VAT or other local tax may apply. The exact amount is shown at checkout before you pay.
Add-ons for Consultants
Extra Family Portal
$349/month
Reluna Family & Artificial Intelligence
Your AI Family Governance Assistant
We are working on AI features to help you build, manage, and evolve your family governance faster and smarter than ever before.
Seamless Onboarding
AI guides new users on their personalized onboarding journeys that accelerate understanding and engagement.
Document Drafting
Generate and refine your family constitution with intelligent suggestions tailored to your family's unique values and structure.
AI-Driven Workshops
Work through governance workshops at your own pace with AI as your facilitator.
Assistant for Advisors (Soon)
A dedicated AI co-pilot for consultants and advisors — get help refining your client offerings to grow your practice.
Safety
Global-Grade Protection of Your Legacy
Enterprise-grade protection for your family’s information
Learn moreSecure Infrastructure
Hosted on AWS in the European Union, with encryption in transit and at rest.
1 business hour
Response time for critical issues
GDPR & DIFC
EU data residency
AWS Frankfurt
Failover in Ireland
Two-Factor Authentication
Available to all users and configurable per account, for an added layer of protection beyond a password.
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
