Do you have an Investment Advisor (RIA)?
Do you think you deserve an wealth tracker like Kubera which is way more modern than the dreadful legacy software that your advisor has currently given you?
The following steps will enable you to introduce Kubera to your Investment Advisor and convince them to roll it out for you.
Step 1: Sign up to Kubera as a new user.
Step 2: Start the 14-day trial by paying a one time charge of $1.
If you are reading this after the above steps, jump directly to Step 3
Step 3: Set up your portfolio (add assets, debts and everything else) and arrive at a near accurate net worth in minutes.
Step 4: If you like what you see, share your portfolio with your advisor by creating a read-only link. Show them how beautiful it is. Remember: Show, don't tell.
Step 5: Ask them to sign up to the Kubera institutional version and roll it out to you and the other deserving clients. Just pass them this url https://www.kubera.com/financial-advisor-wealth-manager to request for a demo.
If you are lucky, your advisor understands the difference, rolls it out to you and you get to use Kubera for FREE.
You also tactfully escape the evil clutches of the dreadful legacy tracking software that they initially gave you. 😉
How did it go? Write to hello@kubera.com and let us know.
