Skip to content
SPECIFICTION
Get listed

Corporater Investment Portfolio Management vs Diligent One

Corporater Investment Portfolio Management

corporater.com

Diligent One

diligent.com

Side by side

FigureCorporater Investment Portfolio ManagementDiligent One
Price from——
Free plan——
Free trial——
Open source——
WebYesYes
iOS—Yes
Android—Yes
APIYesYes
Self-hostedYes—
Plans published11
Spec score · Integrated Risk Management7.8 (#3)7.2 (#7)
Spec score · GRC Software7.9 (#4)7.3 (#10)
Spec score · Governance, Risk and Compliance Software7.9 (#7)7.3 (#16)
PurposeInvestment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.Diligent One centralizes board management and governance, risk and compliance activities in one platform with a consolidated view of organizational risk.
ReportingThe software generates investment portfolio performance reports for executives, investors, and stakeholders with summaries, visualizations, portfolio updates, financial results, valuation methodology, and risk assessments.It offers preconfigured and customizable templates and dashboards for reporting information to boards and executives.
SupportThe investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.Diligent's support page says Diligent One Platform does not operate with phone support and lists [email protected] for support.

Plans

Corporater Investment Portfolio Management

  • Corporater Investment Portfolio ManagementPriced on request

Corporater Investment Portfolio Management pricing →

Diligent One

  • Diligent One PlatformPriced on request

Diligent One pricing →

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.

Visit corporater.com

Diligent One

Diligent One has no write-up on Specifiction yet; its figures are above.

Visit diligent.com