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Kubera - Investment Portfolio Management Software

Kubera Alternatives with Better Features

Grow your wealth with peace of mind.

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Pricing

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

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List of the Top Kubera alternatives as of April 2025

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

Spot Score

kopilot - Financial Analysis Software

kopilot

Efficient financial analysis for SMEs.

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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

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

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