Overview
Kubera's Comprehensive Asset Coverage
Kubera stands out with its ability to track a diverse range of assets, from traditional investments to digital holdings. The platform supports real-time monitoring of stocks, cryptocurrencies, NFTs, real estate, precious metals, and even domain names, providing HNIs with a complete view of their net worth across multiple asset classes.
Multi-Entity Portfolio Architecture
The platform's nested portfolio feature enables complex ownership structures and multi-entity management. This sophisticated architecture allows family offices and wealth managers to organize assets across different entities, trusts, and ownership arrangements while maintaining clear visibility of the overall portfolio structure.
Advanced Estate Planning with Dead Man's Switch
Kubera's innovative Dead Man's Switch feature provides a secure mechanism for estate transfer, ensuring beneficiaries can access portfolio information when needed. This unique capability combines portfolio management with estate planning, offering peace of mind for high-net-worth individuals concerned about legacy preservation.
Real-Time Portfolio Monitoring and Analytics
The platform delivers comprehensive performance tracking and analytics across all asset classes. Users can monitor real-time valuations, track historical performance, and analyze portfolio composition through detailed reporting tools. The system supports multiple currencies and provides automated updates from connected financial institutions.
Secure Multi-User Access and Collaboration
Kubera's enterprise-grade security infrastructure enables safe portfolio sharing and collaboration. The platform supports role-based access control, allowing family offices and wealth managers to grant specific permissions to team members while maintaining strict security protocols.
Fast Forward Scenario Planning
The Fast Forward feature enables sophisticated scenario planning and analysis. Users can model different portfolio scenarios, test various market conditions, and evaluate potential outcomes, helping make more informed investment decisions based on comprehensive data analysis.
