Simple Portfolio Tracker,
For New Age Investment Advisors.
Provide Modern & Effortless Portfolio Tracking for your Millennial, Gen Z & Tech-Savvy Clients.
Request a Demo
Or contact us at hello@kubera.com
Kubera is a simple and lightweight Portfolio Tracker that lets you manage client portfolios to track stocks, crypto and other investments that you manage for them.
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, you and 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.
