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Kubera - Investment Portfolio Management Software

Kubera Alternatives and Competitors

Grow your wealth with peace of mind.

Pricing

  • Starts from $12/Month, also offers free forever plan

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List of the Top Kubera alternatives as of December 2024

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

8.5/10

Spot Score

kopilot - Financial Analysis Software

kopilot

Efficient financial analysis for SMEs.

4.6

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Product Description

kopilot is a specialized, easy to use financial analysis software for small and medium-sized enterprises. It allows to easily produce a wide variety of reports and graphs showing business statistics from up to 15 accounting periods. User can also prepare budgets, create statistical analyses and ...

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Common Features

No common features

Unique Features

  • Cash flow Forecasting

  • Risk Assessment

  • Performance Analytics

+ 2 more

Pricing

Free Trial available

MProfit - Investment Portfolio Management Software

MProfit

Effortless portfolio management at your fingertips.

4.2

(3)

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Product Description

MProfit offers an advanced portfolio management solution. With integrated asset allocation, advanced reporting and graphing, highly configurable, flexible sourcing of data, powerful import capabilities, and much more, MProfit can help to visualize investments to make better investment ...

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Common Features

No common features

Unique Features

No unique features

Pricing

MProfit offers custom pricing plan

Personal Capital - Investment Portfolio Management Software

Personal Capital

Streamline your investments and reach financial goals.

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Product Description

Personal Capital is an investment portfolio management tool that combines all of the investments into a single free application. No matter how user invests, Personal Capital can track & manage net worth on-line. Services include free financial advising, free portfolio management software, ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Personal Capital offers custom pricing plan

Shootih - Investment Portfolio Management Software

Shootih

Streamline your investments with Shootih.

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Product Description

Shootih is the ultimate solution for businesses looking to invest their idle cash quickly and easily. With just one click, you can explore a 360-degree view of your investment holdings and keep track of gains all in one place. Say goodbye to the hassle of managing multiple bank accounts - ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Shootih offers custom pricing plan

CoPilot - New SaaS Software

CoPilot

Maximize sales success with CoPilot's smart metrics.

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Product Description

CoPilot is an advanced tracking tool to monitor day-to-day performance of sales teams. With advanced Smart Metrics, identify key areas of potential process breakdowns and provide training solutions to maximize revenue. CoPilot's goal-setting feature helps hold teams and workflows accountable ...

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Common Features

No common features

Unique Features

  • Performance Analytics (Sales)

  • Dashboard

  • Revenue Management

+ 3 more

Pricing

Starts from $40/User/Month

Portfoliopilot - Investment Portfolio Management Software

Portfoliopilot

Navigate the market with confidence.

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Product Description

Portfoliopilot is the perfect tool for investors and asset managers seeking to stay ahead of the market. With its comprehensive data monitoring and analysis capabilities, users can easily identify macroeconomic events and trends relevant to their portfolios. Portfoliopilot facilitates smart ...

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Common Features

No common features

Unique Features

No unique features

TOGGLE Copilot - New SaaS Software

TOGGLE Copilot

Streamline your investments with real-time portfolio insights.

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Product Description

TOGGLE Copilot is a powerful and dedicated dashboard that makes it easy to manage your investments and portfolios. With just one click, it integrates with major investing platforms in the UK, US, and Canada, giving you up-to-date insights and monitoring your portfolio for possible ...

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Common Features

No common features

Unique Features

  • Alert Notifications

  • Investment Monitoring

  • Market Analysis

+ 2 more

Pricing

TOGGLE Copilot offers custom pricing plan

JCurve - New SaaS Software

JCurve

Simplify portfolio management with JCurve.

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Product Description

JCurve simplifies the process of managing your portfolio. Its powerful platform helps track performance, analyze metrics, and communicate with portfolio companies. Furthermore, its dashboard is handy for receiving regular updates and sending reminders. Moreover, with JCurve, investors, small ...

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Common Features

No common features

Unique Features

  • Dashboard

  • Investor Management

  • Performance Analysis

+ 2 more

Pricing

Free Trial available, Try Now

Starts from $100/Month

Sharesight - Investment Portfolio Management Software

Sharesight

Monitor, manage, and maximize your stock portfolio.

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Product Description

. Sharesight is a top-rated tool designed to monitor and manage stock portfolios for investors. With the tagline "Online Stock Portfolio Tracker and Reporting Platform," this platform offers a great way for investors to keep track of stock prices, trades, performance, and taxes. It's a ...

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Common Features

No common features

Unique Features

No unique features

Pricing

Starts from $12/Month, also offers free forever plan