All-in-one Client Portal for New Age Financial Advisors

Offer your clients effortless access to their portfolios, all under the signature of your unique branding.
Tailored specifically for Financial Advisors & Multi Family Offices.

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.

Cost-effective and Transparent Pricing. Starts at $150/month

Full stack RIA 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
Track the value of your vehicles

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
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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.
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Custom Branded Client Portal

Make it your own. Personalize it with your brand and provide a chic, modern client experience.
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Flexible Team
Access Control

Assign specific permissions to team members for secure and efficient management of client portfolios.
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API Access

Effortlessly import client data from Kubera into your existing systems.

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