“Simple, Elegant, and Powerful tool. I love the beneficiary option with ability to upload insurance/estate documents. No account aggregator is perfect, but Kubera really sets itself apart by the OUTSTANDING customer service, even on the base plan! The e-mail support is lightning quick. Thanks!”
“I have found it to be a valuable platform for managing my assets. The financial tracking is excellent, with features like the regular "Top Movers" and "Total Assets" reports providing clear, helpful insights. I also appreciate the proactive alerts for account connections that need attention and the ease of managing account access, such as adding family users. Have not used the AI appraiser, but excited to start using this.”
“I love the ability to track all my investments in one safe place…and to store documents and notes for each. Automatically updates and is way to use. I can’t find anything else this good!”
“Love, Love, Love Kubera. For my situation, two working VHNW professions, I wanted a single pane of glass to manage multiple accounts easily, Kubera does this nicely. Needing to "see into" all my account holdings (multiple 401ks/IRAs/Roths/HSAs,banks, Investment accounts...) and get answers to questions like: How much do I have invested in pharmcuticals or International equities, is exactly what I needed to help me optimize and manage holdings in multiple fund types as well as crypto. I think it's great, does exactly what I need. Plus, the "break glass" feature, makes sure if something happens to me, information is well organized, is priceless.”
“I've found Kubera to be super useful to check all my bank account balances in one place.
One major weakness is that it does not update my Merrll Edge stock holdings in real time when I've made trades that day, and often have to wait until the next day to get a true idea of what I have in my portfolio.”
“I never thought I'd pay that much for a site to consolidate my investments but you get what you pay for, and Kubera nails it with their functionality. I looked at lots of other products but none of them matched Kubera. And I was also impressed with the responsiveness of their customer service, even during the trial period before I had paid anything.”
“Kubera is a unique and well built app - I was using others before but the level of simplicity , functionality and constant updates conquered me! and the Support is amazing!”
“Two months in, Kubera has been a great help in keeping an eye on my assets split across the US and UK. I particularly appreciate its multiple ways to automatically update the numbers.”
“The Kubera platform is so flexible and captures such a broad range of applications. Not only does it make reporting and tracking of asset values and net worth very straightforward and automated (using direct feeds where possible, and user-friendly AI statement upload tools), but it also allows for notes and document uploads against each asset as well as a broader document vault for succession information (wills, insurance policies etc). It truly encompasses almost all the elements I could want for portfolio monitoring and succession planning - and all in one user-friendly, economically priced platform. I look forward to familiarising myself further and hopefully getting more of my bank and other asset feeds connected automatically over time.”
“I am so glad I found Kubera. I would even consider myself lucky. I really needed a robust software that could let me manage all my assets. So I am finding Kubera very useful. I also finally feel that I am in control. It's extremely well designed app and it gives me the flexibility to not only to manage the connected accounts but also the non-connected accounts. And I can get a good view of the current status of my portfolio.”
“So far so good - I use Kubera to track my mother's finances and allocate investment accordingly. I would like to see a % allocation of each section that I create to help me identify where i put my money. I also want to do that per sheet - allocation per the whole sheet for the sections of each sheet.”
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