Who Uses This Software?

Independent Financial Adviser, Private Banking and Discretionary Asset Management


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $1,000.00/month/user
  • Deployment
    Cloud, SaaS, Web
  • Support
    24/7 (Live Rep)

Vendor Details

  • FinanceCube
  • www.financecube.info
  • Founded 2002
  • Norway

About AdvisorCube

Financial Portfolio Management for client reporting for Wealth Management, Financial Advisors and Private Banking. SaaS WEB Based.


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AdvisorCube Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

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