Asset Dashboard

View and manage family assets
Get a centralized overview of all family-owned assets, from financial portfolios to real estate and private equity.
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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.

Other modules

Structure governance, make key decisions together, and ensure long-term continuity.

Succession Planning

Define clear succession strategies to ensure a smooth transition of roles, responsibilities, and assets across generations.
Succession Planning

Family Members

Maintain a structured view of all family members, roles, and generations within the family enterprise.
Family Members

Family Education

Create personalized education paths to strengthen financial literacy, governance understanding, and leadership skills.
Family Education

Mentorship programs

Pair senior and junior family members to transfer wisdom, experience, and values.
Mentorship programs

Communication Hub

Keep family communications centralized and organized with our secure platform.
Communication Hub

Conflict Resolution

Implement tools and processes to handle disagreements and ensure long-term family harmony.
Conflict Resolution

Decision Making

Use structured frameworks and voting systems to make family decisions with transparency.
Decision Making

Family Council

Organize family meetings, create agendas, and document important decisions.
Family Council

Family Constitution

Create and manage your family constitution to establish shared values and governance protocols.
Family Constitution