Corporater Investment Portfolio Management vs Portfolio Performance

Corporater Investment Portfolio Management

7.6 #16 in Portfolio Management Software

About Corporater Investment Portfolio Management

Portfolio Performance

6.6 #33 in Portfolio Management Software

About Portfolio Performance
Corporater Investment Portfolio ManagementPortfolio Performance
Free planYes
Free trialYes
Paid from$2.08/mo
Platformsapi, self-hosted, WebAndroid, iOS, Linux, macOS, Windows
Asset class coveragemulti_asset_alternativesmulti_asset
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYesYes
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 planYes
Tax-lot trackingYes

Listed together in Best Portfolio Management Software