For complex multi-entity wealth. Kubera Black customers get the essentials plus...
Ownership Tags Keep everything in a single portfolio while tagging assets by owner. Instantly see ownership breakdowns across people, trusts, and entities.More Details
Nested Portfolios For more complex structures, give each person, trust, or entity its own portfolio — with independent views, granular access control, and money flows tracked between them.More Details
Guided Onboarding Get help fine-tuning your setup. Just let us know and we'll schedule the call.
VIP Support Priority email support and 1:1 Zoom calls
