Know exactly how your family office's portfolio is performing, in minutes, not hours.
Track private investments, public stocks, crypto and property in one dashboard. Get real-time performance, tax estimates.
No commitment required
Cubis cut my board reporting time from 4 days a month generating the reports to 3 hours spent assessing the implications of my portfolio's results.
Manager, Large Australian Family Office
Platform Features
Everything you need to manage any portfolio
From single family offices to multi-family offices, Cubis adapts to your complexity and scale.
Investment Performance Tracking
Monitor real-time IRR, gains, and income across all your assets in one unified view. Switch time periods to instantly highlight your returns for the window that matters most, and compare against benchmarks to see exactly where you stand.
Start tracking your IRRPortfolio Value
$37.9M
+2.1% vs last monthTrack Every Asset Type
Cubis supports all main asset types including Private Equity, Public Equity, VC, Convertible Notes, Bonds, Funds, Real Estate, Crypto, Collectables, and Cash, so you can track every asset in one place, no matter how your wealth is structured.
Start managing your assetsAsset Classes
All-in-one coverage
Entity Types
Multiple Entity Tracking
Consolidated and individual views across trusts, superfunds, company structures, and personal holdings. Automatic reconciliation with full audit trails built in, so you can manage every entity in your family office without losing sight of the full picture.
Start tracking your entitiesConsolidated
$39.3M
Entities
4
Smith Family Trust
Trust
$18.2M
46%
Superfund
Self-Managed Super Fund
$11.4M
29%
Growth Portfolio
Personal Holding
$6.8M
17%
Alternative Assets
Diversified Holdings
$2.9M
8%
A Ready-Made Report for Every Question
Access a growing library of built-in reports covering performance, tax, and cashflow, from unrealised and realised gains to portfolio return, income, and wealth forecasting. Every report can be filtered by focus area or tag, so you always get the exact view you need.
Explore your reportsReport Library
1 / 7
Unrealised Gains
PerformanceTrack unrealised capital gains using First-In-First-Out (FIFO) methodology to show potential tax implications and portfolio growth.
Document Management
Securely store investment documents, contracts, and tax filings. Generate board-ready reports in minutes, not days, all searchable and always accessible.
Start generating reportsDocuments
128 files
Document
Linked Asset
Q1 2025 Board Pack
Governance · Mar 2025Synced
Investment Agreement, PE
Legal · Feb 2025
Tax Summary FY2024
Tax · Jan 2025
Capital Call Notice
Fund Ops · Dec 2024
Smart Event Alerts
Automated notifications for capital calls, distributions, earnings releases, maturity dates, and custom triggers. Stay ahead of every critical portfolio event.
Start receiving automated alertsUpcoming Events
4 alerts
Event
Due
Capital Call
Blackstone Fund IV · $250K due
Distribution
Sequoia Capital · +$84,000
Bond Maturity
Corporate Bond XYZ · $1.2M
Earnings Release
AAPL · Q2 Results
Track Commitments and Capital Calls
Monitor total commitments, capital called, funded amounts, outstanding payments, and remaining unfunded commitments across private funds and other drawdown-based investments. Record each capital call, track payment deadlines, and understand your upcoming cash obligations in one place.
Start tracking your commitmentsCapital Commitments
$42.5M committed
$42.5M
Committed
$28.1M
Called
$14.4M
Uncalled
Capital Call
Due
Blackstone Fund IV
$250K due
Sequoia Growth Fund III
$500K due
KKR Infrastructure II
$1.1M due
Vista Equity Partners VII
$180K paid
AI-Assisted Reporting
Connect your favourite AI assistant, Claude, OpenAI, or your own custom agent, directly to your portfolio data stored in Cubis through secure MCP connectivity. Draft additional, customised reports and get real-time, natural-language answers without leaving your workflow.
Start generating AI reportsCubis AI
4 reports ready
AI-Generated Report
Status
Q2 Board Summary
Board Report
Tax Optimization Insights
Tax Analysis
Capital Call Forecast
Forecast
Benchmark Comparison
Performance
Connected via MCP
Built for Every Investor Type
Solutions That Scale With You
Whether you manage a single family's wealth or advise multiple clients, Cubis has a purpose-built solution for you.
Single Family Offices
A unified source of truth for complex wealth, real-time tracking across public and private markets with deep ownership look-through into Trusts.
Multi-Family Offices
A scalable, multi-tenant ecosystem with granular permissioning and white-labeled reporting, built to manage diverse client portfolios with institutional precision.
Individual Investors
Transform fragmented personal wealth into a professional-grade dashboard with automated public market feeds, real-time net worth monitoring, and global benchmarking.
Prefer a guided setup?
Book a call and we'll personally onboard you.
How It Works
Up and Running in Three Simple Steps
Getting started with Cubis is fast, our team configures your account and imports your data for you. Most users are tracking their portfolio within the same day they sign up.
1 You Sign Up, We Configure It
Create your account in minutes. From there, our onboarding team sets everything up on your behalf, your family office structure, access roles, and entity preferences, no technical setup required on your end.
2 We Import Your Investment Data
No manual entry needed, our team imports your existing portfolio data for you, from spreadsheets, CSV files, or directly from your brokerage accounts, across all major investment types and custodians.
3 Begin Portfolio Tracking
Unlock real-time analytics, performance benchmarking, and automated alerts, all in one beautiful, intuitive dashboard built for your level of complexity.
End of financial year
Get your portfolio organised before EOFY tax time
Import your investments, generate tax-ready reports, and head into EOFY with full clarity, in minutes.
Plans
A plan that fits your complexity
Book a free demo and we'll put together a quote tailored to how you work.
Self-serve
Cubis Standard
From single entities to multi-entity portfolios, fully featured wealth tracking that scales with you.
- Onboarding support
- Unlimited entities
- Full tracking & reporting
- Consolidated views
- Customisable access levels
- Collaboration tools
- Set up support & 1:1 zoom calls
Fully managed
Managed Service
We handle the heavy lifting, from transaction loading to valuation updates.
- Everything in Cubis Standard
- We load your investment transactions
- Valuation update PDFs loaded for you
- Tailored to your transaction volume
Every plan includes onboarding support · No commitment required to book a demo
Contact
Get in Touch
Send us a message or browse our frequently asked questions below.
Send a message
We'd love to hear from you
Reach out about a demo, pricing, or any questions — we typically respond within one business day.
FAQ
Frequently Asked Questions
The Platform for Serious Investors
Elevate your portfolio management and unlock insights that drive better investment decisions. Book a demo and see Cubis in action.
No commitment required · Tailored to your complexity