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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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.
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.
