Extensions and Integrations

Connect to the tools your family already uses
Reluna is designed to work alongside the tools and workflows your family already benefits from.
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Extensions and Integrations

Connect to the tools your family already uses

The Extensions & Integrations module allows families to expand Reluna's capabilities by connecting existing tools, exploring ready-made extensions, or building custom solutions tailored to their specific needs.

  • ‍Third-Party Integrations Connect Reluna with the tools your family already relies on – calendar systems like Google Calendar and Outlook, cloud storage such as Dropbox and Google Drive, accounting software including QuickBooks and Xero, and communication tools. ‍
  • API Marketplace Browse and install extensions from a curated marketplace of pre-built integrations, productivity tools, governance enhancements, and specialty modules. Expand what Reluna can do without requiring any custom development.
  • Custom Extensions For families with specific or complex requirements, build tailored extensions that go beyond what standard integrations offer. From proprietary integrations and custom API development to family-specific modules and specialized workflows, the platform can be shaped to fit your family's unique governance needs.

Every family operates differently. Extensions & Integrations ensures Reluna works the way your family does.

Safety

Global-Grade Protection of Your Legacy
We are meeting the standards of Fortune 500 enterprises and global financial institutions.
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Secure 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.

Solution

Everything Your Family needs. All in One Platform.
Decision-Making Tools
Run family councils and structured votes.
Succession Planning
Design and manage leadership continuity.
Asset Dashboard
Track and integrate family wealth.
Education & Mentorship
Prepare the next generation for leadership.
Secure Collaboration Hub
Keep conversations organized and safe.
AI Family Constitution Builder
Codify values, structure, and intent.

Steps

Simple to Start.
Built to Last.
Start Free Trail
Create your secure family space

01

Define values and governance

02

Set up workflows and councils

03

Add education paths and resources

04

Manage access, decisions, assets

05

Other modules

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

Activity

Follow everything your family does across Reluna Family in real time
Activity

Tasks

A comprehensive view of all your tasks and responsibilities across every area of your family governance.
Tasks

Philanthropy

Give your family's generosity purpose and direction
Philanthropy

Succession Planning

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

Asset Dashboard

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

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

Give family members direct access to expert advisors who can accelerate their growth and strengthen their decision-making.
Mentorship programs

Communication Hub

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

Conflict Resolution

Give every disagreement a fair, structured path to resolution.
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

Be Among the First Users to Elevate Family Governance

Schedule a free demo, discuss your concerns and see how Reluna can help
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