Easily track your public and private investments while saving time and getting better insights
Make tracking your private and public investments easy
Save time and make better portfolio allocation and tax optimisation decisions
Evaluate your different entities individually and on a consolidated basis
Compare performance vs benchmarks
Manage investment source documents
Get notified of key events
Cubis can helps you track various assets, including real estate, stocks, bonds, and valuable possessions, all in one place. We provides detailed insights into your wealth portfolio, allowing for informed decision-making and long-term financial planning.
Cubis streamlines the management of diverse investment portfolios for different families, ensuring efficient communication and collaboration among advisors and clients.
Cubis helps Individual investors track their investments, evaluate returns and simplify taxation and performance reporting.
Signup with your investment entity details
Import your investment data and connect to your Xero account (optional)
Start tracking your live portfolio performance
Cubis covers the essentials of asset management, making your life more convenient and your financial planning more effective.
Sign up now to get started with a 30 day free trial (no credit card required) or Request a Demo form and the Cubis team will be in touch to arrange a demo, or provide you access to a demo account to play with - whichever you prefer.
Please email us at info@cubis.io and our team will get in touch with you.
Cubis is designed with different levels of access controls. You can extend the access to other parties as a reviewer, commenter, or editor. A reviewer has "view only" access to your portfolio while commenter has access to view and comment on transactions. Extending access as an editor allows viewing, commenting on, and editing of transactions.
No. You can manage your portfolio with or without integrating to an accounting platform. You may choose the option which suits best for you.
Ready to explore Cubis up close? Just submit the Expression of Interest form, and our team will be reaching out soon. Get ready for an exciting journey!
Curious about Cubis and how it can transform your finances? We’re just a message away! If you want to see Cubis in action, requesting a demo is as easy as hitting a button. We’ll walk you through our user-friendly interface and show you how Cubis can make managing your assets a breeze. Don’t hesitate – drop us a line, and let’s dive into the Cubis experience
.svg)
