Kubera for Investment Advisors, Family Offices and Funds to Manage and Share Client Portfolios.
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.
