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75 of 75 storefronts
Content in en-US
Content in en-US
Information
Apple ID6484163576
Bundle IDcom.excelnetsolpvtltd.kubixfinserv.app
SellerSeller
Min iOS16.0
Min macOS13.0
Device familiesiphone, ipad
Released2024-05-09
CopyrightCopyright © 2024 All rights reserved.
Privacy policyLink ↗
Preview 2 platforms
iPhone 5 images
iPad 5 images
What’s New Version 1.7.2
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Description
KUBIX FS is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
Accessibility
ipadiphonemacrealityDevicetvoswatch
Version history 13 versions
Build 885647031v1.7.22026-05-14 14:45:52
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
Build 883819312v1.6.72026-03-30 20:15:47
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
Build 882128610v1.6.22026-02-03 22:50:30
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Build 879302502v1.5.72025-10-28 19:43:02
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
Build 878000125v1.2.42025-09-10 21:10:12
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
Build 877684364v1.2.32025-08-29 22:50:41
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Build 875384420v1.1.72025-06-10 16:25:50
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Build 874688997v1.1.22025-05-19 01:23:57
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Build 872455038v1.1.12025-02-13 10:39:26
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Build 871615478v1.1.02025-01-09 05:20:42
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
Build 867687449v1.0.62024-07-24 12:07:59
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfolio
- Added Transaction Mode in New Investment
- Added Balance units on fund's detailed Screen
- Resolved Mandates Listing & Date Issue
- Resolved Date Related Issues
- Resolved Capital Gain Realised Report Issue
Build 866278827v1.0.42024-05-29 09:43:24
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
Build 865090430v1.0.12024-05-09 12:50:01
No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.
Availability 75 of 75 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 2 | 5.0 | 1.7.2 |
| AG | en-GB | Free | 0 | — | 1.7.2 |
| AI | en-GB | Free | 0 | — | 1.7.2 |
| AO | en-GB | Free | 0 | — | 1.7.2 |
| AR | es-MX | Free | 0 | — | 1.7.2 |
| BB | en-GB | Free | 0 | — | 1.7.2 |
| BF | en-GB | Free | 0 | — | 1.7.2 |
| BJ | en-GB | Free | 0 | — | 1.7.2 |
| BO | es-MX | Free | 0 | — | 1.7.2 |
| BR | pt-BR | Free | 0 | — | 1.7.2 |
| BS | en-GB | Free | 0 | — | 1.7.2 |
| BW | en-GB | Free | 0 | — | 1.7.2 |
| BZ | en-GB | Free | 0 | — | 1.7.2 |
| CD | en-GB | Free | 0 | — | 1.7.2 |
| CG | en-GB | Free | 0 | — | 1.7.2 |
| CI | fr-FR | Free | 0 | — | 1.7.2 |
| CL | es-MX | Free | 0 | — | 1.7.2 |
| CM | fr-FR | Free | 0 | — | 1.7.2 |
| CO | es-MX | Free | 0 | — | 1.7.2 |
| CR | es-MX | Free | 0 | — | 1.7.2 |
| CV | en-GB | Free | 0 | — | 1.7.2 |
| DM | en-GB | Free | 0 | — | 1.7.2 |
| DO | es-MX | Free | 0 | — | 1.7.2 |
| DZ | en-GB | Free | 0 | — | 1.7.2 |
| EC | es-MX | Free | 0 | — | 1.7.2 |
| GA | fr-FR | Free | 0 | — | 1.7.2 |
| GD | en-GB | Free | 0 | — | 1.7.2 |
| GH | en-GB | Free | 0 | — | 1.7.2 |
| GM | en-GB | Free | 0 | — | 1.7.2 |
| GT | es-MX | Free | 0 | — | 1.7.2 |
| GW | en-GB | Free | 0 | — | 1.7.2 |
| GY | en-GB | Free | 0 | — | 1.7.2 |
| HN | es-MX | Free | 0 | — | 1.7.2 |
| JM | en-GB | Free | 0 | — | 1.7.2 |
| KE | en-GB | Free | 0 | — | 1.7.2 |
| KN | en-GB | Free | 0 | — | 1.7.2 |
| KY | en-GB | Free | 0 | — | 1.7.2 |
| LC | en-GB | Free | 0 | — | 1.7.2 |
| LR | en-GB | Free | 0 | — | 1.7.2 |
| LY | en-GB | Free | 0 | — | 1.7.2 |
| MA | en-GB | Free | 0 | — | 1.7.2 |
| MG | en-GB | Free | 0 | — | 1.7.2 |
| ML | en-GB | Free | 0 | — | 1.7.2 |
| MS | en-GB | Free | 0 | — | 1.7.2 |
| MU | en-GB | Free | 0 | — | 1.7.2 |
| MW | en-GB | Free | 0 | — | 1.7.2 |
| MX | es-MX | Free | 0 | — | 1.7.2 |
| MZ | en-GB | Free | 0 | — | 1.7.2 |
| NA | en-GB | Free | 0 | — | 1.7.2 |
| NE | en-GB | Free | 0 | — | 1.7.2 |
| NG | en-GB | Free | 0 | — | 1.7.2 |
| NI | es-MX | Free | 0 | — | 1.7.2 |
| PA | es-MX | Free | 0 | — | 1.7.2 |
| PE | es-MX | Free | 0 | — | 1.7.2 |
| PY | es-MX | Free | 0 | — | 1.7.2 |
| RW | en-GB | Free | 0 | — | 1.7.2 |
| SC | en-GB | Free | 0 | — | 1.7.2 |
| SL | en-GB | Free | 0 | — | 1.7.2 |
| SN | en-GB | Free | 0 | — | 1.7.2 |
| SR | en-GB | Free | 0 | — | 1.7.2 |
| ST | en-GB | Free | 0 | — | 1.7.2 |
| SV | es-MX | Free | 0 | — | 1.7.2 |
| SZ | en-GB | Free | 0 | — | 1.7.2 |
| TC | en-GB | Free | 0 | — | 1.7.2 |
| TD | en-GB | Free | 0 | — | 1.7.2 |
| TN | en-GB | Free | 0 | — | 1.7.2 |
| TT | en-GB | Free | 0 | — | 1.7.2 |
| TZ | en-GB | Free | 0 | — | 1.7.2 |
| UG | en-GB | Free | 0 | — | 1.7.2 |
| UY | en-GB | Free | 0 | — | 1.7.2 |
| VC | en-GB | Free | 0 | — | 1.7.2 |
| VE | es-MX | Free | 0 | — | 1.7.2 |
| VG | en-GB | Free | 0 | — | 1.7.2 |
| ZM | en-GB | Free | 0 | — | 1.7.2 |
| ZW | en-GB | Free | 0 | — | 1.7.2 |
Change log 16 changes · ZW
✎
releaseNotes updated
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated N
✎
description updated
KUBIX FS is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all a
✎
name updated
KUBIX FS
◆
Version 1.7.2 released
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Adde
◆
Version 1.6.7 released
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Messag
◆
Version 1.6.2 released
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Condit
◆
Version 1.5.7 released
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Iss
◆
Version 1.2.4 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
◆
Version 1.2.3 released
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
◆
Version 1.1.7 released
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
◆
Version 1.1.2 released
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of
◆
Version 1.1.1 released
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax
◆
Version 1.1.0 released
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
◆
Version 1.0.6 released
- Introduced Meetings Notes
- Improved contact screen for AMFI due diligence req.
- Improved NSE Onboarding Workflow
- Added KYC Check while Placing Order
- Added IIN Rejection Reason in Profiles
- Added Collapsable Option on Home & Portfol
◆
Version 1.0.4 released
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
◆
Version 1.0.1 released