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All-in-one Client Portal for New Age Family Offices

Offer your clients a seamless experience by granting them access to their managed portfolios.
Add your own branding flair to deliver a stylish and up-to-date client experience.
Provide your clients seamless access to their managed portfolios, enhanced by your distinctive branding.
Deliver an elite, contemporary client experience that resonates in the digital age
Track your current net worth, compare it with the past, and see where it's going.
Make better decisions with your money.
Request a Demo
Or contact hello@kubera.com

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Traditional portfolio management platforms, born in an outdated paradigm, offer lackluster tracking and reporting functionalities.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.
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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

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Best-in-Class Account Aggregation

Kubera partners with several aggregators and data providers, offering unparalleled industry coverage and connectivity. Learn more
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Real-time Reporting & Analytics

Access live data for smarter decision-making.
Customizable dashboard with real-time analytics, charts, and diversification/rebalancing suggestions.
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Planning &
Scenario Modeling

Simulate real-world situations to project future impact on a client's net worth.  Learn More
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Multi Family Office with Branded Portal

If you manage assets for multiple family offices. Make it your own. Personalize it with your brand.
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Bulk Cash Flow
Management

For ease of managing contributions, distributions and capital calls for private investments.
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Flexible Team
Access Control

Invite your team and assign specific permissions for secure and efficient management of client portfolios.
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Multiple
Client Logins

Multi user support for every client portfolio. Invite family members to collaborate.
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Cost-effective,
Transparent Pricing

Kubera charges per client, shunning excessive AUM-based fees. Starts at $150/month

Request a Demo

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