Archer Audit Engagements & Workpapers vs Corporater Investment Portfolio Management

Archer Audit Engagements & Workpapers tracks the audit universe, engagements, workpaper documentation, testing, and results. It provides review and approval workflows for engagement and workpaper records, plus a centralized Audit Program Library and workpaper repository. Audit report and planning memo templates support documentation, while teams can manage findings and remediation plans with comment review. The product supports offline audit engagements and shares data with Archer risk and compliance functions, using existing risk and control data to help scope audits. Archer describes its broader Audit Management offering as combining audit planning, engagements, workpapers, and issues in one system. Archer Issues Management is a prerequisite for this product. It is positioned for enterprise audit teams, including heads of internal audit. Archer says its SaaS runs on AWS and has a 99.5% composite SLA; listed SaaS certifications include ISO 27001, ISO 27017, and ISO 27701, with encryption at rest and in transit. SaaS environments are commonly multi-tenant, while dedicated database infrastructure and single-tenant environments are available at additional cost. Pricing is on request.

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.