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Overview

Description Kubera software is a platform used to track your net worth. Track investments and store documents to monitor the safe transfer to the beneficiary. Connect your online bank and investments accounts to get the latest portfolio values. Receive portfolio if your account becomes inactive for a certain period of time. It is a secure platform with “Bank Level Security” to protect data. Investors, Small, Medium and Large companies make use of the software. Read more TOGGLE Copilot is a tool that sifts through billions of financial data points so users don’t have to check manually. It is integrated with major investing platforms in the UK, US, and Canada, and users can connect with just a single click. Users are given daily updates on their holdings and also get instant alerts to portfolio vulnerabilities. The tool sends users daily updates and also highlights interesting assets. It gives timely insights on holdings and allows users to follow what Togglers are looking at. It monitors valuations, technical analysis, fundamentals, macroeconomics, and much more. Users can easily follow investment ideas across a vast universe of assets. It monitors a wide range of data and highlights changes with meaningful implications for the markets. The tool generates a stream of investment insights that are tailored for relevance and time-sensitivity. It backs insights with comprehensive and transparent analysis, and if further investigation is required it’s just a click away. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $12.0. Offers Free-forever plan.
  • Free Trial Not Available
  • TOGGLE Copilot Offers Custom plan.
SW Score & Breakdown

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • SaaS/Web/Cloud
Modes of Support
  • Business Hours
  • Online
  • Business Hours
  • Online

Reviews & Ratings

User Rating
Not Available
4.7/5 3 user ratings
Ratings Distribution
Not Available
  • Excellent

    66.7%
  • Very Good

    33.3%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%
  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Starts at $12.0. Offers Free-forever plan.
  • Free Trial Not Available
  • TOGGLE Copilot Offers Custom plan.
Pricing Plans
Monthly Plans Annual Plans

Asha Free

Maya $12.00 $12.00 per month

TOGGLE Copilot Custom

 
View Detailed Pricing
View Detailed Pricing

Screenshots & Videos

Screenshots Kubera screenshot
+ 2 More
TOGGLE Copilot screenshot
+ 4 More
Videos Not Available Video Thumbnail

Vendor information

Company Details Located in: Palo Alto, CA Founded in: 2019 Located in: NYC, New York
Contact Details

Not available

https://www.kubera.com/

Not available

https://www.toggle.global/copilot

Social Media Handles

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