The New Age Client Portal for Fin. Advisors, Portfolio Managers & Family Offices

Provide Modern & Effortless Portfolio Tracking for your Millennial, Gen Z & Tech-Savvy Clients.

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Manage and Share Client Portfolios

Kubera is a simple, modern Portfolio Tracker that lets you manage client portfolios to track stocks, crypto and other investments that you manage for them.

Kubera for Business

Legacy financial advisor tools were made in a different day and age and designed for traditional investments and large advisory organizations. As a new age investment advisor/manager, your clients need a simple, modern tool for tracking and managing their portfolio.

Personalize it with your brand and provide a sleek and modern client experience.

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