Cubits Overview

Cubits is a sophisticated stock portfolio management software designed for investors and financial professionals seeking to optimize their investment strategies. This platform provides a comprehensive suite of tools for tracking and managing diverse investment portfolios across various asset classes, including stocks, bonds, and mutual funds. With its intuitive interface, users can easily monitor realtime market data, analyze performance metrics, and make informed investment decisions. Cubits also features advanced analytics capabilities, allowing users to assess risk, evaluate investment opportunities, and generate detailed reports. The software’s integration with multiple financial platforms ensures seamless data synchronization, making portfolio management more efficient. By leveraging Cubits, investors can enhance their financial planning, optimize asset allocation, and achieve their investment goals with confidence.

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Contact Details

  • Vendor Name Synertree CMS
  • Founded 2016
  • Location Canada

Support

    NA


Training

  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management

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Cubits Features

  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

Cubits Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$650 Per Month

Cubits FAQs

Cubits is a sophisticated stock portfolio management software designed for investors and financial professionals seeking to optimize their investment strategies. This platform provides a comprehensive suite of tools for tracking and managing diverse investment portfolios across various asset classes, including stocks, bonds, and mutual funds. With its intuitive interface, users can easily monitor realtime market data, analyze performance metrics, and make informed investment decisions. Cubits also features advanced analytics capabilities, allowing users to assess risk, evaluate investment opportunities, and generate detailed reports. The software’s integration with multiple financial platforms ensures seamless data synchronization, making portfolio management more efficient. By leveraging Cubits, investors can enhance their financial planning, optimize asset allocation, and achieve their investment goals with confidence.

  • No, Cubits does not offer a free version.

  • Yes, Cubits offers a free trial.

  • No, Credit Card details are not required for the Cubits trial.

  • Cubits offers the following pricing plans & packages:

    Basic

    $650 Per Month

  • Cubits supports the following payment frequencies:

    • Monthly Subscription

  • No, Cubits does not offer an API.

  • Cubits offers training with the following options:
    • Live Online

  • Cubits supports the following languages:
    • English

  • Following are the typical users of the Cubits:
    • Self-Employed , Small-Business , Midsize-Business

  • Cubits supports the following deployment:
    • Cloud Hosted

  • Cubits supports the following devices and operating systems:
    • Web-Based