Corporater Investment Portfolio Management
Ranked in Portfolio Management Software
About
Corporater Investment Portfolio Management gives organizations a centralized view for tracking, monitoring, analyzing and reporting on investments. Users can follow portfolio performance, assess risk, model portfolios and build dashboards with KPIs grouped by asset class, security type, industry or geography. Dashboards can use charts, graphs and heat maps, while reports for executives, investors and stakeholders can include portfolio updates, financial results, valuation methods and risk assessments. The feature set also lists access control, audit logs, automated workflows, budgeting, portfolio balance sheets, scorecards and SSO. The software can operate independently or alongside Corporater tools for compliance, enterprise risk, corporate performance, strategy, board and internal audit management. Deployment options include SaaS, on premises, private cloud and public cloud. Data connectivity includes Excel, CSV, SQL, MDX, web services, SFTP and third-party JDBC drivers, plus connections to ERP, CRM, HR and finance systems. Pricing is available on request; selected AI capabilities require Corporater UnifAI.
Who it is for
The product is suited to asset management companies, private equity and venture capital firms, hedge funds and other investment professionals. Medium and large organizations, including those in regulated industries, may also fit its audience.
What is good
- Dashboards group KPIs across portfolio dimensions.
- Reports include valuation and risk assessments.
- Deployment includes SaaS and self-hosted options.
- Data connections include SQL, SFTP and JDBC.
- API access is based on OpenAPI.
What to know first
- Pricing is available only on request.
- Selected AI capabilities require Corporater UnifAI.
- The platform targets medium and large organizations.
Verdict
Corporater Investment Portfolio Management combines portfolio analysis and stakeholder reporting with a broad set of deployment and data-integration options. Organizations should confirm pricing and whether selected AI capabilities require additional access through UnifAI.
Compared on portfolio management software
- Policy management
- Yescorporater.com
- Risk register
- Yescorporater.com
- Audit management
- Yescorporater.com
- Evidence collection
- Yescorporater.com
- Supported frameworks
- ISO 9001, ISO 14001, ISO 20000, ISO 22000, ISO 22301, ISO 26000, ISO 27001, ISO 27005, ISO 27014, ISO 31000, ISO 37001, ISO 45001corporater.com
- Automated evidence
- Yescorporater.com
- API access
- Yescorporater.com
Facts
- Asset class coverage
- multi_asset_alternativescorporater.com · 24 Sept 2026
- Performance reporting
- Yescorporater.com · 24 Sept 2026
- Allocation analysis
- Yescorporater.com · 24 Sept 2026
- Risk analysis
- Yescorporater.com · 24 Sept 2026
- Purpose
- Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.corporater.com · 30 Sept 2026
- Target users
- The solution is best suited for asset management companies, private equity firms, venture capital firms, hedge funds, and other investment professionals.corporater.com · 30 Sept 2026
- Portfolio analytics
- Users can monitor portfolio performance on custom dashboards, track investments, analyze portfolios, manage investment risk, and generate reports.corporater.com · 30 Sept 2026
- Core features
- Listed features include access control, audit logs, automated workflows, budgeting, portfolio balance sheets, data analytics, dashboards, portfolio modeling, risk assessment, scorecards, SSO, and workflow management.corporater.com · 30 Sept 2026
- Dashboards
- Users can configure dashboards with KPIs and metrics grouped by asset class, security type, industry, or geography, with charts, graphs, and heat maps.corporater.com · 30 Sept 2026
- Platform integration
- The investment solution can operate independently or be extended with compliance, enterprise risk, corporate performance, strategy, board, and internal audit management in the same system.corporater.com · 30 Sept 2026
- Deployment
- Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment.corporater.com · 30 Sept 2026
- Data integrations
- The platform supports Excel, CSV, SQL, MDX, web services, SFTP, and third-party JDBC drivers, and integrates with ERP, CRM, HR, and finance systems using APIs, web services, and databases.corporater.com · 30 Sept 2026
- Security
- Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations.corporater.com · 30 Sept 2026
- Support
- The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.corporater.com · 30 Sept 2026
- AI limitation
- Selected AI capabilities require Corporater UnifAI.corporater.com · 30 Sept 2026
- API
- Corporater API is based on the OpenAPI standard and supports exposing and retrieving or manipulating Corporater BMP data.corporater.com · 30 Sept 2026
- Enterprise audience
- Corporater serves medium and large organizations, including highly regulated industries such as finance, healthcare, energy, and government.corporater.com · 30 Sept 2026
Company
- Founded
- 2000corporater.com · 28 Sept 2026
- Headquarters
- Stavanger, Norwaycorporater.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- corporater.com/solution/investment-portfolio-managemen· checked 24 Sept 2026
- corporater.com/platform/technology/· checked 30 Sept 2026
- corporater.com/platform/technology/corporater-saas/· checked 30 Sept 2026
- corporater.com/en/documentation/BMPAPI/Introduction/In· checked 30 Sept 2026
- corporater.com/company/· checked 30 Sept 2026
- corporater.com· checked 28 Sept 2026
- corporater.com/request-quote/· checked 30 Sept 2026