Corporater Investment Portfolio Management
Corporater Investment Portfolio Management: An enterprise portfolio platform centered on dashboards, analysis, risk and reporting. Ranked #30 of 81 in Portfolio Management Software by our editors (6.4/10); pricing: Pricing on request; best for organizations building custom investment dashboards.
At a glance
- Editor score6.4 / 10
- PricingPricing on request
- Best forOrganizations building custom investment dashboards
- Asset class coverageMulti_asset_alternatives
- Founded2000 · Stavanger, Norway
- Facts checked24 Sep 2026
Where it wins
- Combines portfolio monitoring, analysis, modeling and risk management.
- Supports external benchmarking and Excel, CSV, SQL and web-service data.
- Offers cloud or self-hosted deployment with access controls and workflows.
Where it doesn't
- Pricing requires a quote request rather than published plan rates.
- Feature details focus less on accounting, trading and portfolio operations.
- Tax-lot tracking and portfolio-count limits are not documented.
Our verdict on Corporater Investment Portfolio Management
Corporater Investment Portfolio Management is an enterprise platform for asset managers, private-equity and venture-capital firms, hedge funds and other investment professionals. It centralizes investment data and performance, with custom dashboards, portfolio analysis and stakeholder reporting at its core. The product also covers portfolio modeling, risk assessment and management, and benchmarking, making it a fit for organizations that need configurable views across multi-asset and alternative investments rather than a narrowly defined reporting tool.
Data and workflow flexibility are notable parts of its scope. Integrations include Excel, CSV, SQL, MDX, web services, SFTP and JDBC-compatible data sources, with both automated and manual integration options, including Excel upload. Automated workflows and process automation, access controls, document management and meeting management extend beyond dashboarding. Corporater says the platform can work as a standalone solution or alongside its governance, performance, risk and compliance applications. Cloud and self-hosted deployment are supported; the listed platforms include web.
According to the vendor's pricing approach, buyers request a quote rather than choose from published plans, so organizations should expect a sales-led purchase process. The product is positioned for mid-market and enterprise organizations, with support through email, phone, tickets and documentation. Its documented scope is less specific about accounting, trading and day-to-day portfolio operations than its dashboard, analysis, risk and integration capabilities. Organizations prioritizing custom investment views and portfolio oversight should consider it; buyers seeking clearly specified operational or tax-lot functionality should compare alternatives. Compliance listings include ISO 27001 and GDPR.
Corporater Investment Portfolio Management pricing
Corporater Investment Portfolio Management fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Not verified |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Self-hosted |
| Platforms | Web |
| Compliance & security | ISO 27001, GDPR |
| Support | Email, Phone, Tickets, Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Excel, CSV, SQL, MDX, Web services, SFTP … |
| Pricing | Pricing on request (source) |
| Website | corporater.com |
| Facts checked | 24 Sep 2026 |
Corporater Investment Portfolio Management integrations
Corporater Investment Portfolio Management lists 7 integrations on its own site.
- Excel
- CSV
- SQL
- MDX
- Web services
- SFTP
- JDBC-compatible data sources
Alternatives to Corporater Investment Portfolio Management
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Corporater Investment Portfolio Management alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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