The Go-To Portfolio Tracker for Family Offices Demanding Precision and Insight.
Traditional portfolio management platforms, born in an outdated paradigm, offer lackluster tracking and reporting functionalities. These inefficiencies leave family offices grappling with incomplete data and missed oversight opportunities. With Kubera, gain unparalleled transparency and control over your asset portfolio. Seamlessly keep track of diverse holdings, and unlockactionable insights through real-time reporting—ensuring you're always ahead of the curve.
Full stack Family Office software
Best-in-Class Account Aggregation
Kubera partners with several aggregators and data providers, offering unparalleled industry coverage and connectivity. Learn more
Real-time Reporting & Analytics
Access live data for smarter decision-making.
Customizable dashboard with real-time analytics, charts, and diversification/rebalancing suggestions.
Planning & Scenario Modeling
Simulate real-world situations to project future impact on a client's net worth. Learn More
Multi Family Office with Branded Portal
If you manage assets for multiple family offices. Make it your own. Personalize it with your brand.
Bulk Cash Flow Management
For ease of managing contributions, distributions and capital calls for private investments.
Flexible Team Access Control
Invite your team and assign specific permissions for secure and efficient management of client portfolios.
Multiple Client Logins
Multi user support for every client portfolio. Invite family members to collaborate.
Cost-effective, Transparent Pricing
Kubera charges per client, shunning excessive AUM-based fees. Starts at $150/month
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