Transaction Management
Introduction
What is Transaction Management?
The Reluna platform enables you to manage a wide range of transactions that impact your portfolios, whether you are buying securities, making transfers or processing corporate actions. Transactions can be created automatically from bank integrations or added manually through the platform.
Purpose
To give you full control and visibility into your transactions—from creation to approval—ensuring accurate and up-to-date portfolio data on the platform.
Key Benefits
Full Lifecycle Control: Track transactions from creation through confirmation
Multiple Data Sources: Support for bank integrations, manual entry and automated generation
Flexible Matching: Automatic and manual matching mechanisms
Real-time Visibility: Live counters and status tracking
Audit Trail: Complete history with logs and change requests
Getting Started
🚀 Getting Started with Transactions
📊 Transaction Types and Statuses
Core Operations
Data Import & Export
Specialized Transactions
📈 Track Coupon and Dividend Payments