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Corporater Investment Portfolio Management
Corporater Investment Portfolio Management · Stavanger, Norway · founded 2000
What it is
Corporater Investment Portfolio Management gives organizations a centralized way to manage, monitor, track, and optimize investments. It supports multi-asset and alternative investments, with portfolio performance monitoring, allocation analysis, and risk analysis. Users can follow investments on configurable dashboards, model portfolios, assess risk, manage balances, and produce reports for executives, investors, and other stakeholders. Dashboards organize KPIs and metrics by asset class, security type, industry, or geography, using charts, graphs, and heat maps. Reports can include portfolio updates, financial results, valuation methodology, visualizations, and risk assessments. Features include access control, audit logs, automated workflows, budgeting, scorecards, SSO, policy management, risk registers, audit management, evidence collection, and automated evidence. The browser-based system is available as SaaS, on premises, private cloud, or public cloud. It connects with Excel, CSV, SQL, MDX, web services, SFTP, JDBC drivers, and business systems through APIs, web services, and databases. Pricing is available on request.
For and against
For
- Centralized investment portfolio view
- Performance, allocation, and risk analysis
- Configurable dashboards with heat maps
- Reports for executives and investors
- Multiple deployment options
Against
- Pricing is available only on request
- Selected AI capabilities require UnifAI
- Designed for medium and large organizations
The verdict
Corporater combines portfolio monitoring, analysis, risk controls, dashboards, and reporting in one investment management system. Its deployment, integration, and governance options fit organizations managing complex investment operations.
Who it suits
It suits asset management, private equity, venture capital, and hedge fund organizations, as well as other investment professionals. It is also intended for medium and large organizations, including regulated industries.
Plans and prices
Corporater Investment Portfolio Management
request quote
Read 30 Sep 2026 · corporater.com
On the record
- AI limitation
- Selected AI capabilities require Corporater UnifAI.corporater.com · read 30 Sep 2026
- Allocation analysis
- Yescorporater.com · read 24 Sep 2026
- API
- Corporater API is based on the OpenAPI standard and supports exposing and retrieving or manipulating Corporater BMP data.corporater.com · read 30 Sep 2026
- Asset class coverage
- multi_asset_alternativescorporater.com · read 24 Sep 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 · read 30 Sep 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 · read 30 Sep 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 · read 30 Sep 2026
- Deployment
- Corporater is browser-based and offered as SaaS, on premises, private cloud, or public cloud deployment.corporater.com · read 30 Sep 2026
- Enterprise audience
- Corporater serves medium and large organizations, including highly regulated industries such as finance, healthcare, energy, and government.corporater.com · read 30 Sep 2026
- Performance reporting
- Yescorporater.com · read 24 Sep 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 · read 30 Sep 2026
- Portfolio analytics
- Users can monitor portfolio performance on custom dashboards, track investments, analyze portfolios, manage investment risk, and generate reports.corporater.com · read 30 Sep 2026
- Purpose
- Investment Portfolio Management software helps organizations manage, monitor, track, and optimize investments from a centralized view.corporater.com · read 30 Sep 2026
- 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.corporater.com · read 30 Sep 2026
- Risk analysis
- Yescorporater.com · read 24 Sep 2026
- Security
- Corporater SaaS is ISO 27001 certified, uses AWS infrastructure, and states that it follows GDPR and DPA obligations.corporater.com · read 30 Sep 2026
- Support
- The investment portfolio page lists ongoing support and innovation as a benefit, and Corporater offers a free demo by request.corporater.com · read 30 Sep 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 · read 30 Sep 2026
