Kubera, with an admin console
If your office runs on Google Workspace, you know how this works. Gmail for everyone, an admin console for the firm, one company bill.
Kubera for firms works the same way. Your firm pays and sees every client. Each client logs in at yourfirm.kubera.com, sees your logo, and gets the same Kubera people already use to track their own wealth.
If a client sent you here, we can move their existing portfolio to yourfirm.kubera.com, history and all.
Built for the person whose money it is
Most client portals were built for the advisor. The client gets a login but never really makes it their own. So they don't open it.
Kubera was built for the owner and sold to the owner. The firm version came later.
No grunt work before the meeting
Once someone has an accurate net worth in front of them, they tend to take care of it.
The aggregators pull what they can. Web Sync reads balances from websites that won't connect. The client adds the capital call the day the notice arrives and redoes the 2FA on a Sunday night.
Nobody at your firm has to assemble the balance sheet before a meeting. The admin console shows when each client last opened Kubera. Click in and you see exactly what they see. If a connection breaks, the yellow exclamation is there for both of you.
They keep it current. You get the big picture.
Your AI can come too
Ask your AI to prep you for Thursday's meeting with a client. Ask it to build a diversification report with the Golden Gate Bridge on the cover because they love San Francisco.
Or ask across the firm: Whose cash balance dropped? Who had the most volatility last quarter? Which clients have too much sitting in one asset?
Connect your AI once and every client balance sheet is available to it. Works with ChatGPT, Claude, Gemini and Grok. Kubera doesn't give advice. If your CCO says no, switch off AI access for the entire firm.
Not your back office
Kubera doesn't do billing, trading, rebalancing or compliance. Keep Orion, Addepar or Black Diamond for that. Your staff keeps those systems up to date.
Kubera is the client's balance sheet. Everything they own, in one place, kept current by the person whose money it is.
Some newer firms never bought a traditional wealth platform. They bill through Stripe, keep the CRM in Notion, and give clients Kubera.
Money is in more places now
A client used to be one custody feed. Now the same client has a brokerage account, a Coinbase wallet, three fund commitments, two houses, the company they founded and an overseas bank account.
More of their wealth sits outside the systems your firm controls. More of it arrives by email, and someone at your firm ends up typing it in.
In Kubera, it all sits on one balance sheet, and the client keeps it current.
Their kids will not sit through a quarterly PDF
The money is passing to people who order dinner from an app rather than call the restaurant. They won't sit through a quarterly PDF, and they won't call you for a balance.
They'll open an app they chose, on their phone.
With your name on it, Kubera is that app.
For your CCO
Read-only. Kubera can't move money. Credentials are entered on the institution's screen; we never store them. SOC 2 Type II, with the report available under NDA before you sign. Under your brand, Kubera never markets to your clients. The rest is on our
security page.
$300 a month
A client with $2M costs the same as one with $2B. No implementation fee. Setup starts within 24 hours of signing.
