Corporater Investment Portfolio Management vs Investment Account Manager

Corporater Investment Portfolio Management

7.6 #16 in Portfolio Management Software

About Corporater Investment Portfolio Management

Investment Account Manager

4.8 #77 in Portfolio Management Software

About Investment Account Manager
Corporater Investment Portfolio ManagementInvestment Account Manager
Free planNo
Free trialYes
Paid from$159/mo
Platformsapi, self-hosted, WebWindows
Asset class coveragemulti_asset_alternatives
Performance reportingYesYes
Allocation analysisYes
Risk analysisYes
Policy managementYes
Risk registerYes
Audit managementYes
Evidence collectionYes
Supported frameworksISO 9001, ISO 14001, ISO 20000, ISO 22000, ISO 22301, ISO 26000, ISO 27001, ISO 27005, ISO 27014, ISO 31000, ISO 37001, ISO 45001
Automated evidenceYes
API accessYes
Free planNo
Tax-lot trackingYes

Listed together in Best Portfolio Management Software