Corporater Investment Portfolio Management vs Diligent One
Corporater Investment Portfolio Management
corporater.comDiligent One
diligent.comSide by side
| Figure | Corporater Investment Portfolio Management | Diligent One |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 1 | 1 |
| Spec score · Integrated Risk Management | 7.8 (#3) | 7.2 (#7) |
| Spec score · GRC Software | 7.9 (#4) | 7.3 (#10) |
| Spec score · Governance, Risk and Compliance Software | 7.9 (#7) | 7.3 (#16) |
| Purpose | Investment 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. |
| 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. | It offers preconfigured and customizable templates and dashboards for reporting information to boards and executives. |
| Support | The 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
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.
Diligent One
Diligent One has no write-up on Specifiction yet; its figures are above.