Asset Dashboard

View and manage family assets

Family wealth is more than just numbers — it’s a complex ecosystem of financial accounts, properties, investments, art, intellectual property, and private ventures. The Asset Dashboard in Reluna brings all these elements together into a unified, interactive overview.

From one place, families can visualize their total asset structure, track valuations, ownership breakdowns, responsible parties, and income performance. Each asset is categorized, searchable, and linked to the family members or entities involved.

The dashboard also supports integration with banks, brokerages, legal entities, and external advisors, keeping information current and actionable. Smart alerts, reporting tools, and permissions ensure that everyone who needs insight has access — without compromising control. With this module, your family gains clarity, control, and confidence in managing complex holdings.