Corporater Investment Portfolio Management gives organizations a centralized view for tracking, monitoring, analyzing and reporting on investments. Users can follow performance, manage risk and build dashboards with KPIs grouped by asset class, security type, industry or geography, using charts, graphs and heat maps. Reports for executives, investors and stakeholders can include portfolio updates, financial results, valuation methods and risk assessments. The feature set includes access control, audit logs, automated workflows, budgeting, portfolio balance sheets, modeling, scorecards and SSO. The software can run independently or alongside Corporater tools for compliance, enterprise risk, corporate performance, strategy, board and internal audit management. Deployment options include SaaS, on premises, private cloud and public cloud. Data connections include Excel, CSV, SQL, MDX, web services, SFTP and JDBC drivers, plus links to ERP, CRM, HR and finance systems. It is aimed at investment professionals, including asset management, private equity, venture capital and hedge fund firms. Pricing is available on request; selected AI capabilities require Corporater UnifAI.
Who it is for
It suits asset management companies, private equity and venture capital firms, hedge funds and other investment professionals seeking portfolio analytics and reporting.
What is good
- Dashboards group metrics by asset class, industry or geography
- Reports can include financial results and risk assessments
- Supports SaaS, on-premises, private-cloud and public-cloud deployment
- Connects with Excel, CSV, SQL, web services and SFTP
- Can operate alongside other Corporater management tools
What to know first
- Pricing is available on request
- Selected AI capabilities require Corporater UnifAI
Verdict
Corporater brings portfolio tracking, analysis and stakeholder reporting together, with multiple deployment and data-connection options. Organizations should check the quote-based pricing and whether selected AI functions require UnifAI.
Corporater Investment Portfolio Management plans and pricing
All plansCompared on portfolio management software
- Policy management
- Yes
- Risk register
- Yes
- Audit management
- Yes
- Evidence collection
- Yes
- Supported frameworks
- ISO 9001, ISO 14001, ISO 20000, ISO 22000, ISO 22301, ISO 26000, ISO 27001, ISO 27005, ISO 27014, ISO 31000, ISO 37001, ISO 45001
- Automated evidence
- Yes
- API access
- Yes
