Corporater Investment Portfolio Management
- 1Runs onAPI, self-hosted, Web
- 2Policy managementYes
- 3Risk registerYes
- 4Audit managementYes
- 5Evidence collectionYes
- 6Supported frameworksISO 9001, ISO 14001, ISO 20000, ISO 22000, ISO 22301, ISO 26000, ISO 27001, ISO 27005, ISO 27014, ISO 31000, ISO 37001, ISO 45001
- 7Automated evidenceYes
Overview
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.
Who it is for
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.
What is good
- 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
What to know first
- Pricing is available only on request
- Selected AI capabilities require Corporater UnifAI
- Designed for medium and large organizations
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.
Corporater Investment Portfolio Management plans and pricing
All plansCompared 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
Company
- Founded
- 2000corporater.com · 28 Sept 2026
- Headquarters
- Stavanger, Norwaycorporater.com · 28 Sept 2026
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Sources
- corporater.com/solution/investment-portfolio-managemen· checked 24 Sept 2026
- corporater.com/platform/technology/· checked 30 Sept 2026
- corporater.com/platform/technology/corporater-saas/· checked 30 Sept 2026
- corporater.com/en/documentation/BMPAPI/Introduction/In· checked 30 Sept 2026
- corporater.com/company/· checked 30 Sept 2026
- corporater.com· checked 28 Sept 2026
- corporater.com/request-quote/· checked 30 Sept 2026