Corporater Investment Portfolio Management

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Score7.2

Rank#33 of 81

Free planNo

Runs onAPI, Self-hosted, Web

Summary

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.

Who it is for

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.

What is 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.

What to know first

Pricing is available only on request.
Selected AI capabilities require Corporater UnifAI.
No free plan is listed.

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.

Corporater Investment Portfolio Management plans and pricing

All plans

Corporater Investment Portfolio Management Not published request quote corporater.com · 30 Sept 2026

Compared on portfolio management software

Policy management: Yescorporater.com
Risk register: Yescorporater.com
Audit management: Yescorporater.com
Evidence collection: Yescorporater.com
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 45001corporater.com
Automated evidence: Yescorporater.com
API access: Yescorporater.com

Facts

Asset class coverage: multi_asset_alternativescorporater.com · 24 Sept 2026
Performance reporting: Yescorporater.com · 24 Sept 2026
Allocation analysis: Yescorporater.com · 24 Sept 2026
Risk analysis: Yescorporater.com · 24 Sept 2026
Purpose: Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.corporater.com · 30 Sept 2026
Target users: The solution is best suited for asset management companies, private equity firms, venture capital firms, hedge funds, and other investment professionals.corporater.com · 30 Sept 2026
Portfolio analytics: Users can monitor portfolio performance on custom dashboards, track investments, analyze portfolios, manage investment risk, and generate reports.corporater.com · 30 Sept 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.corporater.com · 30 Sept 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.corporater.com · 30 Sept 2026
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.corporater.com · 30 Sept 2026
Deployment: Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment.corporater.com · 30 Sept 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.corporater.com · 30 Sept 2026
Security: Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations.corporater.com · 30 Sept 2026
Support: The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.corporater.com · 30 Sept 2026
AI limitation: Selected AI capabilities require Corporater UnifAI.corporater.com · 30 Sept 2026
API: Corporater API is based on the OpenAPI standard and supports exposing and retrieving or manipulating Corporater BMP data.corporater.com · 30 Sept 2026
Enterprise audience: Corporater serves medium and large organizations, including highly regulated industries such as finance, healthcare, energy, and government.corporater.com · 30 Sept 2026