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SPECIFICTION
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Corporater Investment Portfolio Management

corporater.com

WebAPISelf-hosted
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Spec score 7.8 #3 of 23 in Integrated Risk Management

What it is

Corporater Investment Portfolio Management gives organizations a centralized view for managing, monitoring, tracking, and optimizing investments. Users can follow portfolio performance, analyze portfolios, assess risk, and generate reports. Dashboards can group KPIs and metrics by asset class, security type, industry, or geography, with charts, graphs, and heat maps. Reports for executives, investors, and stakeholders can include portfolio updates, financial results, valuation methodology, and risk assessments. Features include access control, audit logs, automated workflows, budgeting, balance sheets, modeling, scorecards, SSO, and workflow management. The software supports multi-asset and alternative investments and can run independently or alongside Corporater tools for compliance, enterprise risk, corporate performance, strategy, board, and internal audit management. Deployment options are SaaS, on premises, private cloud, or public cloud. Pricing is on request; a free demo can be requested.

Spec sheet

Purpose
Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.Read 30 Sep 2026 · corporater.com
Deployment
Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment.Read 30 Sep 2026 · corporater.com
API
Corporater API is based on the OpenAPI standard and supports exposing and retrieving or manipulating Corporater BMP data.Read 30 Sep 2026 · corporater.com
Security
Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations.Read 30 Sep 2026 · corporater.com
Support
The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.Read 30 Sep 2026 · corporater.com
Headquarters
Stavanger, NorwayRead 28 Sep 2026 · corporater.com
Founded
2000Read 28 Sep 2026 · corporater.com
AI limitation
Selected AI capabilities require Corporater UnifAI.Read 30 Sep 2026 · corporater.com
Allocation analysis
YesRead 24 Sep 2026 · corporater.com
Asset class coverage
multi_asset_alternativesRead 24 Sep 2026 · corporater.com
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.Read 30 Sep 2026 · corporater.com
Dashboards
Users can configure dashboards with KPIs and metrics grouped by asset class, security type, industry, or geography, with charts, graphs, and heat maps.Read 30 Sep 2026 · corporater.com
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.Read 30 Sep 2026 · corporater.com
Enterprise audience
Corporater serves medium and large organizations, including highly regulated industries such as finance, healthcare, energy, and government.Read 30 Sep 2026 · corporater.com
Performance reporting
YesRead 24 Sep 2026 · corporater.com
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.Read 30 Sep 2026 · corporater.com
Portfolio analytics
Users can monitor portfolio performance on custom dashboards, track investments, analyze portfolios, manage investment risk, and generate reports.Read 30 Sep 2026 · corporater.com
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.Read 30 Sep 2026 · corporater.com
Risk analysis
YesRead 24 Sep 2026 · corporater.com
Target users
The solution is best suited for asset management companies, private equity firms, venture capital firms, hedge funds, and other investment professionals.Read 30 Sep 2026 · corporater.com

Plans and prices

Corporater Investment Portfolio Management Priced on request request quote Read 30 Sep 2026 · corporater.com

Every Corporater Investment Portfolio Management plan and price →

Strong points and limits

Strong points

  • Dashboards group metrics by asset class or geography
  • Performance, allocation, and risk analysis
  • Reports include valuation and risk details
  • SaaS, on-premises, private, or public cloud deployment
  • API and multiple data integration methods

Limits

  • Pricing is available only on request
  • Selected AI capabilities require Corporater UnifAI
  • Designed for medium and large organizations

Who it suits

It is aimed at asset managers, private equity and venture capital firms, hedge funds, and other investment professionals. Corporater also serves medium and large organizations, including regulated industries.

Verdict

Corporater covers portfolio analytics, reporting, governance, integrations, and flexible deployment in one system. Its enterprise scope and on-request pricing make it suited to organizations evaluating a broader investment-management platform.

Where Specifiction places it

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