Corporater Investment Portfolio Management
Corporater Investment Portfolio Management provides organizations with a centralized view for tracking, monitoring, analyzing and reporting on investments.
What Corporater Investment Portfolio Management is
Corporater Investment Portfolio Management provides organizations with a centralized view for tracking, monitoring, analyzing and reporting on investments. Users can follow portfolio performance, assess risk and configure dashboards with KPIs grouped by asset class, security type, industry or geography. Those dashboards can use charts, graphs and heat maps. Reports for executives, investors and stakeholders can bring together portfolio updates, financial results, valuation methods and risk assessments. The feature set also includes access controls, audit logs, automated workflows, budgeting, portfolio balance sheets, modeling, scorecards and SSO. The product can operate on its own 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 connectivity includes Excel, CSV, SQL, MDX, web services, SFTP and JDBC drivers, plus API, web-service and database links to ERP, CRM, HR and finance systems. Pricing is available on request, and a free demo can be requested. Selected AI capabilities require Corporater UnifAI.
Good
- Centralized investment tracking and portfolio analysis.
- Dashboards can group KPIs by asset class or geography.
- Reports cover results, valuation methods and risk.
- Supports SaaS, on-premises and cloud deployment options.
- Connects with common data formats and business systems.
Watch out
- Pricing is available only on request.
- Selected AI capabilities require Corporater UnifAI.
- No free plan is listed.
Who it suits
The software is suited to asset management companies, private equity and venture capital firms, hedge funds and other investment professionals. Its deployment and integration options may also suit medium and large organizations with broader management systems.
Verdict
Corporater Investment Portfolio Management combines portfolio analytics, configurable reporting and multiple deployment choices for investment organizations. Teams should clarify pricing and whether any desired AI capabilities require UnifAI.
Plans and prices
From Corporater Investment Portfolio Management's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Corporater Investment Portfolio Management | Priced on request | request quote |
The facts
Each one read from Corporater Investment Portfolio Management's own pages, with the date it was checked.
What it does
- AI limitation
- Selected AI capabilities require Corporater UnifAI.checked 30 Sep 2026
- Allocation analysis
- Yeschecked 24 Sep 2026
- API
- Corporater API is based on the OpenAPI standard and supports exposing and retrieving or manipulating Corporater BMP data.checked 30 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 24 Sep 2026
- Core features
- Listed features include access control, audit logs, automated workflows, budgeting, portfolio balance sheets, data analytics, dashboards, portfolio modeling, risk assessment, scorecards, SSO, and workflow management.checked 30 Sep 2026
- Dashboards
- Users can configure dashboards with KPIs and metrics grouped by asset class, security type, industry, or geography, with charts, graphs, and heat maps.checked 30 Sep 2026
- Data integrations
- The platform supports Excel, CSV, SQL, MDX, web services, SFTP, and third-party JDBC drivers, and integrates with ERP, CRM, HR, and finance systems using APIs, web services, and databases.checked 30 Sep 2026
- Deployment
- Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment.checked 30 Sep 2026
- Enterprise audience
- Corporater serves medium and large organizations, including highly regulated industries such as finance, healthcare, energy, and government.checked 30 Sep 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio analytics
- Users can monitor portfolio performance on custom dashboards, track investments, analyze portfolios, manage investment risk, and generate reports.checked 30 Sep 2026
- Purpose
- Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.checked 30 Sep 2026
- Reporting
- The software generates investment portfolio performance reports for executives, investors, and stakeholders with summaries, visualizations, portfolio updates, financial results, valuation methodology, and risk assessments.checked 30 Sep 2026
- Risk analysis
- Yeschecked 24 Sep 2026
- Security
- Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations.checked 30 Sep 2026
- Support
- The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.checked 30 Sep 2026
- Target users
- The solution is best suited for asset management companies, private equity firms, venture capital firms, hedge funds, and other investment professionals.checked 30 Sep 2026
The company
- Founded
- 2000checked 28 Sep 2026
- Headquarters
- Stavanger, Norwaychecked 28 Sep 2026
Where it runs
- Platform integration
- The investment solution can operate independently or be extended with compliance, enterprise risk, corporate performance, strategy, board, and internal audit management in the same system.checked 30 Sep 2026
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