Marcus B
Overall the platform is great. Very pleased with the ability to track a variety of asset classes and allocate them to different categories. The breadth of integrations is also really strong; particularly international assets. When I relocated internationally, the previous platform I used (major US platform) no longer met my needs and Kubera stepped in to fill that void. That being said, I still see a couple of significant gaps. First, the reporting is pretty terrible and outside of the roll-up, there's no material way to report on trending groupings valuation over time. Second, there is no mobile app / interface, so if you're interested in looking at a particular account (crypto is a good example where this might be important), you need to be at a desktop / laptop. These are pretty significant misses given the fact that it's a very expensive paid service, so hopefully these improve soon. As it stands, it's a great place to see the value of individual assets and your overall portfolio value...
1 year ago
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Kubera has a 4.7 average rating from 470 reviews

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