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Releva Observatory Platform

Your investment agent. Always working.

Plan at your own pace, explore your options, and stay on track.Available in 🇧🇪 Belgium

Can we review my tech exposure?
Scanning portfolio allocations
Calculating sector exposure

You currently have a 24% exposure to the Technology sector, primarily driven by your Core S&P 500 holding and a dedicated NASDAQ-100 position.

This is well within your defined 30% soft limit.

Great. Can you change my portfolio monitoring to run daily instead of weekly?
Looked up monitoring settings
Updating schedule to daily

Reliable architecture for total peace of mind. Unbiased analysis and 24/7 monitoring working together to keep your portfolio safely on track.

Unbiased analysis

Releva explicitly does not provide recommendations. We present facts and tradeoffs, ensuring you build conviction in your own strategy.

MAIN AGENTPLANRESEARCH

Multi-agent architecture

A central Agent orchestrates your requests, seamlessly delegating deep-dives to a Research Sub-agent and strategy execution to a dedicated Plan Agent.

Durable workflows

Your portfolio is watched 24/7. Background workflows process tax changes, API syncs, and broker fee tables mathematically.

Comprehensive planning and continuous monitoring. A unified workflow that translates your investment objectives into a structured, actively monitored portfolio.

01

Strategy

Describe your goals in plain language. Our agents analyze your horizon, risk tolerance, and constraints to shape a strategy.

I have €50k in cash. I'm looking to invest it.

Got it. To help structure the right strategy, when do you think you'll need to use this money?

Investment Horizon
< 3 years
3-7 years
7-15 years
15+ years
02

Plan

Review the proposed allocation. Choose it, or explore alternatives — you’re always in control.

Plan Proposal

Capital Preservation
AGGHiShares Global Agg. Bond60%
VWCEVanguard FTSE All-World30%
Cash10%
I choose this
Show alternatives
03

Monitoring

Background checks on allocation drift, contribution timing, and product changes.

Allocation balance
Contribution schedule
Product integrity
Last check-in: all clearView report