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 credit card 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, dividends, and fees across all your investments — public and private — in one unified view. Compare against benchmarks and see exactly where you stand.
Start tracking your IRRPortfolio Value
$37.9M
+2.1% vs last monthMultiple Entity Tracking
Consolidated and individual entity views across real estate, private equity, crypto, and public securities. Automatic reconciliation with full audit trails built in.
Start tracking your entitiesConsolidated
$39.3M
Entities
4
Smith Family Trust
Trust
$18.2M
46%
Pacific Holdings
Private Equity
$11.4M
29%
Growth Portfolio
Public Stocks
$6.8M
17%
Alternative Assets
Real Assets
$2.9M
8%
Document Management & Board Reporting
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
Board Report · 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
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 and SPVs.
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 bank 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. Most users are tracking their portfolio within the same day they sign up.
1 Sign Up & Configure
Create your account in minutes. Set up your family office structure, define access roles, and configure entity preferences — no technical setup required.
2 Import Your Investment Data
Import existing portfolio data from spreadsheets or CSV files, or connect directly to your brokerage accounts. We support 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 organized before EOFY tax time
Import your investments, generate tax-ready reports, and head into EOFY with full clarity — in minutes.
Pricing
Simple, transparent pricing
Choose the plan that fits your complexity. Start free, scale when you're ready.
Cubis Core
For single entities getting started.
$500/ year
or $50 / month
- Onboarding support
- Self service ongoing
- One entity
- Full tracking & reporting
Cubis Platinum
Multi-entity management with hands-on support.
$5,000/ year
or $500 / month
- Everything in Cubis Core
- Unlimited entities
- Consolidated views
- Customisable access levels
- Collaboration tools
- Set up support & 1:1 zoom calls
Managed Service
Fully managed — we handle the heavy lifting.
From $10,000/ year
Custom quote by volume
- Everything in Cubis Platinum
- We load your investment transactions
- Valuation update PDFs loaded for you
- Tailored to your transaction volume
All plans include a 30-day free trial · No credit card required · Cancel anytime
Contact
Get in Touch
Send us a message or browse our frequently asked questions below.
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We'd love to hear from you
Reach out about a demo, pricing, or any questions — we typically respond within one business day.
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FAQ
Frequently Asked Questions
The Platform for Serious Investors
Elevate your portfolio management and unlock insights that drive better investment decisions. Start your 30-day free trial today.
No credit card required · Cancel anytime · 30-day free trial