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 is for
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 is good
- 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
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.
Get started with Corporater Investment Portfolio Management
- 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.
Limits to know first
Pricing is available on request. Selected AI capabilities require Corporater UnifAI.
Questions about Corporater Investment Portfolio Management
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.
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
