Find your solution
Family Offices
Manage complex client portfolios with clarity through AI-driven file manager, real-time analytics, and multi-source data integration.
Wealth Managers
By integrating data from investment platforms, Reglu creates a single, real-time source of truth for portfolio oversight.
High Net-Worth Individuals & Wealth Owners
Your secure, real-time access to asset performance, value, and allocation.
Core Modules
Portfolios
Consolidate assets into operational portfolios. Compare returns, monitor exposure, and rebalance with data-driven insights.
Strategies
Define your portfolio’s target structure and manage it effectively.
Assets
Monitor the history and value of each asset over time.
Integrations
Automatically connect with various broker systems to fetch up-to-date portfolio information.
Tags
Organize and categorize assets for easier search and management.
Performance dashboard
View portfolio performance and analytics all in one place. Track key metrics and get a real-time overview of your portfolio status.
Consolidate data from different investment platforms
Eliminate manual spreadsheet work
Stay compliant and consistent with client goals
Frequently asked questions
What level of support is included?
All plans include onboarding, training, and ongoing support.
What user roles are supported and how are permissions handled?
Reglu Asset Management system supports different access levels and roles. Each role has specific permissions, allowing you to control who can view, edit, or manage portfolios and assets.
How is Reglu priced?
Reglu offers flexible pricing based on modules, number of users, and portfolio volume. Contact us for a tailored plan.
What types of users is Reglu designed for?
Reglu is a comprehensive portfolio management platform for investors, asset managers, and financial institutions. It’s designed for professionals who need real-time insights, full transaction tracking, and strategic oversight of multiple portfolios.
How secure is Reglu and does it meet regulatory requirements?
Reglu uses industry-standard encryption, secure authentication, and access controls to ensure data protection. Our platform is compliant with relevant financial regulations, giving you confidence in both security and compliance.