Trusted by industry-leading Barron's 100 RIA firms and emerging trailblazers alike.
Legacy portfolio tracking tools, conceived in a bygone era, feature a cumbersome interface and limited functionality for modern investment strategies. Clients rarely engage with them, often expressing outright disdain. With Kubera, you can deliver the superior service your clients deserve. Experience a remarkable rise in client engagement, satisfaction, and referrals.
Full stack RIA 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
Custom Branded Client Portal
Make it your own. Personalize it with your brand and provide a chic, modern client experience.
Integrated Client Billing
Recurring or Ad hoc charges are made easy with the client's card on file. Eliminate the need for pricey billing software. Powered by Stripe.
Flexible Team Access Control
Assign specific permissions to team members for secure and efficient management of client portfolios.
Effortlessly import client data from Kubera into your existing systems.
Cost-effective, Transparent Pricing
Kubera charges per client, shunning excessive AUM-based fees. Starts at $150/month
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