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Corporater Investment Portfolio Management
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What Corporater Investment Portfolio Management is
Corporater Investment Portfolio Management provides organizations with a centralized way to monitor, analyze, and report on investments. Users can track performance, assess risk, model portfolios, and configure dashboards with KPIs grouped by asset class, security type, industry, or geography. Dashboards can display 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 control, audit logs, automated workflows, budgeting, portfolio balance sheets, scorecards, and SSO. The software can operate 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, with integrations for ERP, CRM, HR, and finance systems. Pricing is available on request, and a free demo can be requested.
Who it suits
The software is aimed at asset management companies, private equity and venture capital firms, hedge funds, and other investment professionals. Its browser-based deployment and reporting features also suit medium and large organizations.
What it does well
- Dashboards group KPIs by asset class or geography
- Reports include financial results and risk assessments
- Offers SaaS, on-premises, and cloud deployment
- Connects with ERP, CRM, HR, and finance systems
What to know first
- Pricing is available on request
- Selected AI capabilities require Corporater UnifAI
Limits
Pricing is available on request. Selected AI capabilities require Corporater UnifAI.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Corporater Investment Portfolio Management | request quote | On request |
As corporater.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the Corporater website.
- Request pricing or a free demo.
- Choose a deployment option: SaaS, on premises, private cloud or public cloud.
- Connect portfolio data through supported files, databases, web services or APIs.
Verdict
Corporater combines portfolio monitoring, risk analysis, dashboards, and stakeholder reporting, with deployment and integration options for larger organizations. Buyers should account for quote-based pricing and the UnifAI requirement for selected AI capabilities.
Questions
How much does Corporater Investment Portfolio Management cost?
Pricing is available on request.
Which deployment options are available?
It is browser-based and offered as SaaS, on premises, private cloud or public cloud.
What data sources and systems can it connect to?
It supports Excel, CSV, SQL, MDX, web services, SFTP and third-party JDBC drivers. APIs, web services and databases can connect it with ERP, CRM, HR and finance systems.
Can it be used with other Corporater products?
Yes. It can operate independently or be extended in the same system with compliance, enterprise risk, corporate performance, strategy, board and internal audit management.
Does it offer a demo?
A free demo can be requested.
Where is Corporater based?
Corporater is headquartered in Stavanger, Norway, and was founded in 2000.
Facts from Corporater Investment Portfolio Management's own pages
- AI limitation
- Selected AI capabilities require Corporater UnifAI. · corporater.com, 30 Sept 2026
- Allocation analysis
- Yes · corporater.com, 24 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
- Asset class coverage
- multi_asset_alternatives · corporater.com, 24 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
- 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
- Deployment
- Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment. · 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
- Founded
- 2000 · corporater.com, 28 Sept 2026
- Headquarters
- Stavanger, Norway · corporater.com, 28 Sept 2026
- Performance reporting
- Yes · corporater.com, 24 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
- 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
- Purpose
- Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view. · corporater.com, 30 Sept 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. · corporater.com, 30 Sept 2026
- Risk analysis
- Yes · corporater.com, 24 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
- 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
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