Download the Reluna Apps: For Clients & Managers

1. Introduction

Welcome to the Reluna Mobile Apps! These Apps empower both ‘Clients’ and ‘Managers’ within the Reluna ecosystem to efficiently manage investments and related services on the go.

• The Reluna Client App enables clients to access and track their portfolios, view performance analytics — all from their mobile device.

• The Reluna Manager App allows wealth managers, advisors or financial professionals to manage client portfolios directly from their iPhones or iPads.

This guide walks you through:

• What These Apps Do

• Security and Privacy Features

• How to Download and Get Started

2. Why Two Apps?

Reluna serves two main user groups, each with distinct needs:

Using separate apps ensures each user group gets an optimized, intuitive experience tailored to their role.

3. What Do These Apps Do?

3.1 Reluna Client App

• View detailed portfolio performance in real time

• Track recent transactions and account activity

• Receive personalized notifications or updates

• Access advanced analytics for deeper investment insights

3.2 Reluna Manager App

• Oversee multiple client portfolios from one dashboard

• Monitor portfolio performance and allocation metrics in real time

• Track client account activity, transactions, and key financial events

• Access advanced analytics for deeper investment insights

4. Security & Privacy

Reluna takes security seriously. The app uses:

• Encrypted communication between your device and servers

• Secure login and session management

• Face ID / Touch ID support (if enabled on your device)

5. Get Started

5.1. System Requirements

• iOS 13.0 or later

• Compatible with iPhone or iPad

• Active internet connection recommended

5.2. Download the App

📲 Ready to check it out? Just click and download to get started!

🔗 Reluna Client App →
🔗 Reluna Manager App →

5.3 Installation Steps (Both Apps)

1. Go to the App Store on your iOS device.

2. Search for the App(s):

• Search or scan the QR code for Reluna Client if you are a Client.

• Search or scan the QR code for Reluna Manager if you are a Manager.

3. Tap the “Get” button to start downloading.

• If required, authenticate with Face ID or Touch ID.

4. Open the App once installed.

• Sign Up or Log In using your credentials to start using the App.

6. Troubleshooting and Support

If you encounter any issues or have questions:

• Contact support via email: support@reluna.com

• Use the in-app technical support feature for assistance.

Thank you for choosing Reluna. We’re committed to helping you manage your wealth effortlessly!