Investment Portfolio Management Software

Corporater Investment Portfolio Management Software

Corporater Investment Portfolio Management software is a digital tool that enables organizations to manage, monitor, track, and optimize their investments. The solution provides organizations with a centralized view of their investments and the investments’ performance. It is best suited for asset management companies, private equity firms, venture capital firms, hedge funds, and other investment professionals. Users may monitor portfolio performance on custom dashboards, track investments, conduct investment portfolio analysis, manage investment risk, generate reports, and more.

The solution can be used as a point solution or in combination with other solutions. Built on Corporater Business Management Platform, Corporater Investment Portfolio Management software can be seamlessly extended to other business management areas such as compliance management, enterprise risk management, corporate performance management, strategy management, board management, or internal audit management, all within the same system.

The solution comes with intuitive user interface making it easy for users to adopt the solution. Its comprehensive access control system ensures sensitive information is properly protected.

Solution Features

Access control / permissions
Alerts and notifications
Audit log
Automated workflows
Benchmarking with external data
Benchmarking
Budgeting
Business framework support
Consolidated balance sheets of your portfolio
Corporate KPIs
Customizable branding
Data analytics

Data integration (automated and manual data input)
Document management
Easy data integration via Excel upload
Integration of performance with GRC
Interactive dashboards
Intuitive user interface
Investment portfolio analysis
Key financial results
Meeting management support
Performance reporting
Portfolio modeling
Process automation

Project plans
Risk assessment
Risk management
Scorecards
SSO
Strategic initiatives
Third-party system data integration
Version control
Workflow management

Solution Benefits

See the performance of your investment portfolio at a glance

Have a complete picture of your investment portfolio performance on Corporater investment portfolio dashboards. See a top-level overview, display consolidated financial results, track progress of your initiatives, and drill down on your metrics. Group your investments by asset class, security type, and other criteria for custom performance view. Continuously optimize your investment strategies based on your risk tolerance.

Configure custom dashboards

Avoid analysis paralysis. Choose to display only the data that is relevant to you, your team, your department, or your business unit. Create custom overviews of your investments and analyze your investments in accordance with specified criteria. See portfolio breakdown by industry and geography. With Corporater dashboards you may choose exactly which KPIs you want to see and how you would like them to be displayed. Choose from a wide range of data visualization options including charts, graphs, heat maps, and more.

Make intelligent investment decisions

Corporater enables organizations to add business context to their portfolio data, so that they could see the whole story and make intelligent investment decisions. See details (trend, status, assessments, and corresponding initiatives) behind each KPI in your portfolio, and understand the relationship between them. Connect your KPIs to your corporate strategy, conduct investment portfolio analysis, assess your risk tolerance, and use your data insights to optimize your investments.

Generate comprehensive investment portfolio reports

Eliminate the administrative burden of having to create reports from disparate spreadsheets. Corporater enables your teams to input data, information, and comments directly into the system, so you could generate all-encompassing investment portfolio performance reports for your executive team, investors, and other stakeholders. Include executive summary, data visualizations, and important portfolio updates. Add information about key parameters, financial results, investment thesis / expectations, investment structure and capitalization, recent events, valuation methodology, and risk assessment results.

Investment Portfolio Management Software

SaaS, on premise, or private cloud deployment
Industry-leading security for your data
Flexible configuration and customization
Rapid implementation
Ongoing support and innovation

Key Capabilities

Corporater Investment Portfolio Management software comes pre-configured with industry best practice frameworks, templates, and functionalities needed for an effective management of investment portfolios.

Custom Dashboards

Go beyond traditional dashboards. Configure custom business dashboards to display relevant information, KPIs, and other metrics. No coding needed.

BI & Analytics

Connect, collect, organize, visualize, and analyze your data in business context to uncover actionable insights and make smarter, data-driven decisions.

Powerful Reports

Generate comprehensive reports in a variety of popular formats, including Word, Excel, PPT, and PDF. Include visual elements such as graphs and risk heat maps.

Alerts & Notifications

Create custom alerts to notify key stakeholders when a KPI moves above or below a specified threshold, when a goal is reached, or when a new issue arises.

Meeting Management

Set up meeting invites, create agendas, tag projects to be reviewed and discussed, add attachments, and send out meeting invites to attendees.

Flexible Configuration

Create a digital twin of your organization. Corporater features an agile, flexible configuration environment managed directly by end users.

Data Visualization

Visualize your data story with custom-colored charts, graphs, risk heat maps, strategy maps, and more. Add your brand colors and design elements.

Business Framework Support

Establish, visualize, and align goals, objectives, and thresholds across the organization according to well-known business frameworks.

Automated Workflows

Automate your business processes and workflows to streamline operations, increase accountability, and ensure adherence to your procedures.

Data Integration

Have a single source of truth. Corporater comes with a powerful data integration engine built to integrate large amounts of data from a wide range of sources.

Access Control

Assign custom user access based on user role and control user permissions to manage content visibility and access to specific dashboards and features.

Single Sign-on (SSO)

Securely authenticate users with single sign-on (SSO). SSO allows users to log in with a single set of credentials across multiple platforms.

View all key capabilities >

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