Are you a Financial Advisor, RIA, Multi-Family Office, or Estate Planner working with HNIs who expect the best? Your back office software might handle the basics—compliance, reporting, all that. Maybe it even has a client portal tacked on. But let's be real—it's clunky, outdated, and uninspired. Your HNI clients don't want to use it.
Kubera is different. We’re not here to replace your back office tools—we’re here to make your most discerning clients feel like they're using the best.
Your current software was built for you, not for them. And they know it. They don’t log in. They don’t engage. Instead, you send them PDFs. The experience falls flat.
Impress or Lose
HNIs judge you by the experience you offer. Outdated tools mean they’ll find their own solutions—often a spreadsheet as their single source of truth. They expect something elegant, something polished—something like Kubera.
Real-Time Collaboration
Kubera keeps your clients engaged. No more broken connections, no more outdated data—just a live, interactive balance sheet that’s always current. Real-time collaboration, as it should be. For clients who expect more, Kubera is the only portal that truly delivers. Plans starting $299/month
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Kubera is the home of my financial life. I've been using it for years now & it's my goto fin. dashboard
