Reluna Wealth Management

Fintech Wealth Management Platform, which has two main products: Fist is B2B SaaS platform for financial analysts, brokers, and wealth managers, enabling them to manage client portfolios, track banking transactions from multiple banks, create financial strategies, and monitor client performance and second B2C iOS application for clients, where they can also track their portfolio performance, access financial strategy information, and more.

Year

2025

Category

Product Design

Client

Reluna

Reluna Wealth Management

Fintech Wealth Management Platform, which has two main products: Fist is B2B SaaS platform for financial analysts, brokers, and wealth managers, enabling them to manage client portfolios, track banking transactions from multiple banks, create financial strategies, and monitor client performance and second B2C iOS application for clients, where they can also track their portfolio performance, access financial strategy information, and more.

Year

2025

Category

Product Design

Client

Reluna

Next project

Payl

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