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.
Show your prospects a fully loaded Kubera, convert them into lifelong clients, and watch your practice thrive on loyalty and lasting relationships.
Cost-effective and Transparent Pricing — starts at $199/month
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
Nested Portfolios
Create separate portfolios to organize assets based on entity and ownership, and track their own individual net worth.
Link these individual portfolios allowing for a unified view of their overall net worth and other comprehensive reports. Learn more
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.
Custom Branded Client Portal
Make it your own. Personalize it with your brand and provide a chic, modern client experience.
Flexible Team Access Control
Assign specific permissions to team members for secure and efficient management of client portfolios.
API Access
Effortlessly import client data from Kubera into your existing systems.
Switch to Kubera
Over 70% of clients choose advisory firms based on the digital experience they offer. With Kubera’s industry-leading 70%+ Daily Active Usage rate - unmatched by any other platform - this is more than just a statistic; it’s the peace of mind that comes from knowing your clients are engaged, satisfied, and loyal.
Switch to Kubera before your clients switch from you.
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