Kubera Black is the fully loaded premium product experience designed for HNIs, Single-Family Offices and for those who want the best of Kubera, no compromises.
It offers powerful features on top of the Kubera Essentials plan such as:
- Nested Portfolios
- Granular Access Control
- Concierge onboarding & VIP support
- Priority access to new features
Kubera Black costs $2499/year. Try it right now for 14 days.
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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 comprehensive reports.
Nested portfolios are particularly useful in various scenarios, such as:
1. For family offices - create a master portfolio that has individual portfolios of all the family members and their entities linked.
2. For a holding company and its subsidiaries, maintain separate portfolios for each subsidiary to monitor their individual net worths. These can then be linked to the parent holding company's portfolio to view a consolidated net worth.
3. For trusts, keep individual portfolios for each trust
4. For businesses with shared ownership, manage a separate portfolio that reflects the business's assets, and link it to your personal portfolio, adjusting for your percentage of ownership to accurately represent your share of the net worth.
5. For managed portfolios, where a portion of assets is managed by an advisor, maintain a separate portfolio for these assets to collaborate with them and link it to your main portfolio for a comprehensive financial overview.
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Granular Access Control
Collaborate effortlessly with your family, assistant, advisor, clients, accountant, or anyone you trust by sharing your portfolios. With granular access control, you have the power to decide the level of access: grant full control to operate on your behalf, or limit the access to specific portfolios. You are always in control.
How to use Granular Access Control
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Here is a quick video of our co-founder, Umesh, demonstrating the Kubera Black features.
