Luna Investment Management

Get a clear view of your investments with an easy-to-use app that brings your portfolio, documents and activity together securely.

Luna Investment Management App

The Luna app brings your investments together in one place, giving you a clear and simple view of your finances. Seamlessly navigate your wealth portfolio with an easy-to-use interface and a detailed overview.

Key Features

• Account Overview Get an instant overview of your total investment value and how your portfolio is progressing. The dashboard gives you a clear picture without complexity.

• Holdings & Details View each holding in detail, including performance over time. Track changes in value and see how different parts of your portfolio are contributing.

• Transaction History Browse your past transactions with ease. Filter and sort to quickly find what you need, helping you keep on top of all activity.

• Documents Statements, reports and other key documents are available in one secure place. View, download or share them whenever you need to.

• Simple & Secure Log in quickly using secure authentication. Your information always remains protected and confidential.

The Luna app helps you stay informed, stay organised and stay connected to your financial goals, all from your phone or tablet.