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Guide: How to use recommendation to subscribe a Strategy


Reluna platform has a mechanism to recommend subscription to a strategy.

Portfolio manager can review the strategy/recommendation on Marketplace and submit an investment proposal to the Client or Manager.

General steps

  1. The Manager opens a strategy in Marketplace.

  2. On the strategy page the Manager clicks on the Recommendation button.


  1. On the opened form the Manager selected the Portfolio(s) where to propose to invest.


The Manager choses to whom the proposal is send - the Client or the Portfolio manager.



  1. Once the proposal is generated, the user to whom the request was sent receives a notification and can view the offer.


  1. The Manager can review the list of all his (her) proposals and their status on both the strategy page and the dashboard.

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