CERRIX vs Corporater Investment Portfolio Management
CERRIX
cerrix.comCorporater Investment Portfolio Management
corporater.comSide by side
| Figure | CERRIX | Corporater Investment Portfolio Management |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 3 | 1 |
| Spec score · Integrated Risk Management | 7.1 (#9) | 7.8 (#3) |
| Security | CERRIX states that it is ISO/IEC 27001 certified and ISAE 3402 Type II verified. | Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations. |
| Support | The Professional plan includes customer support, while the Enterprise plan includes dedicated customer success. | The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request. |
Plans
CERRIX
- EnterprisePriced on request
- ProfessionalPriced on request
- StarterPriced on request
Corporater Investment Portfolio Management
- Corporater Investment Portfolio ManagementPriced on request
In their own words
Corporater Investment Portfolio Management
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.