What is iRecord Portfolio Management & Accounting?

i-Record is a Complete Solution to Share Accounting and Portfolio Management used by Investors, traders, corporates, CA & Family offices, Consultants etc. to manage multiple Asset Categories such as Stocks, Commodities, MF, Bonds and Others.

Pricing

iRecord Portfolio Management & Accounting Starting Price

$ 241/Onetime (+AMC/Yr)

Awards
iRecord Portfolio Management & Accounting Award

Our Awards and Recognition

More Awards
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iRecord Portfolio Management & Accounting Screenshots

Key Features of iRecord Portfolio Management & Accounting

Here are the powerful features that make iRecord Portfolio Management & Accounting stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Asset Management
  • Audit Trail
  • Balance Sheet
  • Bank Reconciliation
  • Bill & Deposit Reminder
  • Billing & Invoicing
  • Bookkeeping
  • Budgeting & Forecasting
  • Business intelligence (BI)
  • Cash Management
  • EMI Calculator
  • Expense Tracking
  • Financial Management
  • General Ledger
  • Import & Export Data
  • Income Statements
  • Invoices
  • Loan Management
  • Multi Company
  • Multi-Currency
  • Profit & Loss Statement
  • Purchase Orders
  • Real Time Reporting
  • Reconcile Statements
  • Sales Orders
  • Timesheets
  • Track Account
Show More
  • Accounting
  • Accounting Integration
  • Accounting Management
  • Annualised Return (XIRR)
  • Application Development
  • Asset Allocation
  • Audit Management
  • B2B Payment
  • Balance Sheet
  • Banking
  • Banking as a Service (BaaS)
  • Bill & Deposit Reminder
  • Billing & Invoicing
  • Bonds with and without indexation
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation / Roll-Up
  • Consumer Data
  • Currency Management
  • Data Import & Export
  • Debt Collection
  • Embedded Finance
  • Expense Tracking
  • Finance
  • Financial Aid Management
  • Financial Data APIs
  • Financial Management
  • Financial Reporting
  • Financial Services
  • Fintech
  • Fixed assets
  • Historical Valuation
  • Income Statements
  • Investment Management
  • Invoices
  • Leave Management
  • Live Prices
  • Multi-Currency
  • Open Banking
  • Payroll Management
  • Portfolio Management
  • Profit / Loss Statement
  • Project Management
  • PTO Tracking
  • Revenue Recognition
  • Tax Management
  • Wealth Management
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  • Application Sharing
  • Applications Management
  • Budget Management
  • Capacity Management
  • Client Management
  • Collaboration
  • Compliance Management
  • Contact Management
  • Dashboard
  • Data warehousing
  • For Investment Advisors
  • For Traders
  • Gantt Charts
  • Investor Accounting
  • Investor Reporting
  • Issue Management
  • Issue Tracking
  • IT / Software Projects
  • Milestone Tracking
  • Multiple Projects
  • Online Activation
  • Order Management
  • P&L Calculation
  • Partnership Accounting
  • Percent-Complete Tracking
  • Performance Analysis
  • Planning Tools
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Rebalancing
  • Project Comparison
  • Project Planning
  • Project Templates
  • Project Tracking
  • Projections
  • Real Time Comparisons
  • Requirements Management
  • Resource Allocation
  • Resource Management
  • Risk Management
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Technical Analysis
  • Time & Expense Tracking
  • Time Tracking by Project
  • Timesheets
  • To-Do List
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  • Account Management
  • API integration for data access
  • Backtesting and simulation
  • Charting and technical analysis
  • Forex trading
  • Fundamental analysis
  • Futures trading
  • Historical data analysis
  • Margin trading
  • Market depth and Level 2 quotes
  • Market news and analysis
  • Market scanning and filtering
  • Market sentiment indicators
  • Mobile trading app
  • Multi-market support
  • Options trading
  • Order Management
  • Order routing and execution
  • Paper trading
  • Portfolio Management
  • Price alerts and notifications
  • Real-time market data
  • Research reports and recommendations
  • Risk management tools
  • Stop-loss and limit orders
  • System security and data protection
  • Technical indicators and overlays
  • Trade confirmation and settlement
  • Trading platform
  • Watchlist management
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  • Account Alerts
  • Accounting
  • Accounting Management
  • Accounts payable
  • Accounts Receivable
  • Activity Tracking
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Amortization Schedule
  • Analytical Reporting
  • Analytics
  • Application Management
  • Asset Management
  • Audit Trail
  • Auditing
  • Balance Sheet
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Bonds / Stocks
  • Bonus Management
  • Branch Optimization
  • Budgeting & Forecasting
  • Cap Table Management
  • Cash Flow Analysis
  • Cash Management
  • Client Management
  • Client Portal
  • Client/Property Matching
  • Commercial Mortgages
  • Commercial Properties
  • Commodity Futures
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Reporting
  • Consolidation / Roll-Up
  • Construction Loans
  • Contact Management
  • Credit Risk Management
  • Critical Date Alerts
  • CRM
  • Customer DataBase
  • Customer Engagement
  • Customer Statements
  • Dashboard
  • Data Import / Export
  • Data warehousing
  • Deal Management
  • Document Management
  • Document Templates
  • Electronic Signature
  • Email Marketing
  • Employee Reward Programs
  • ETL - Extract / Transfer / Load
  • Exceptions Management
  • Expense Management
  • Fee Management
  • File Sharing
  • Financial Modeling
  • For Brokers
  • For Hedge Funds
  • For Investment Advisors
  • For Investors
  • For Investors & Traders
  • For Traders
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Household Tracking
  • Income Statements
  • Influence Tracking
  • Interaction Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Key Performance Indicators
  • KPIs
  • Lead Management
  • Lease Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Market Data Access
  • Market Risk Management
  • Marketing Management
  • Modeling & Simulation
  • Multi-Company
  • Multi-Department / Project
  • Multiple Data Sources
  • Operational Risk Management
  • Options Management
  • Order Management
  • P&L Calculation
  • Participant Portal
  • Partnership Accounting
  • Performance Analysis
  • Performance Management
  • Performance Metrics
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Position Management
  • Pre-Qualification
  • Private Equity
  • Profit / Loss Statement
  • Project Management
  • Public Equity
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Estate
  • Real Time Tracking
  • Relationship Tracking
  • Residential Mortgages
  • Residential Properties
  • Resource Management
  • Risk Analytics Benchmarks
  • Risk Assessment
  • Risk Management
  • Salary Planning
  • Scorecards
  • Segmentation
  • Strategic Planning
  • Stress Tests
  • Task Management
  • Tax Management
  • Team Assignments
  • Technical Analysis
  • Territory Management
  • Transaction Review
  • Vacancy Tracking
  • Valuation Management
  • Value At Risk Calculation
  • Vesting Management
  • Wash Sale Detection
  • Web Services
  • What If Scenarios
Show More

iRecord Portfolio Management & Accounting Pricing

Here are the pricing plans for iRecord Portfolio Management & Accounting. Choose the plan that best fits your requirements and budget. Get Detailed iRecord Portfolio Management & Accounting pricing as per your requirements.

Single User
$ 241
Onetime (+AMC/Yr)
  • Unlimited Investment Amount with All Premium Features
  • Access to F&O and ALL Investment Intruments
  • 1200 + Auto Import Formats
  • Number of Portfolio - Infinite
  • For Retail Investors
Get Pricing
Multi-User
$ 523
Onetime (+AMC/Yr)
  • Unlimited Investment Amount with All premium Features
  • Access to F&O and All Investment Features
  • Accounting - Unlimited
  • 1200 + Auto Import Formats
  • Access to Primary Market Accounting
  • Manage Multiple Family Member's Assets
  • Manage multiple Client's Investments
  • Auto Upload Features for Contract Note & Bank Statements
  • Number of Portfolio - Infinite
  • For Corporates, HNI's, CA's, Sub Broker's, IFA's, AMC's, Hedge Funds & Other's
Get Pricing

iRecord Portfolio Management & Accounting Specifications

Get a closer look at the technical specifications and system requirements for iRecord Portfolio Management & Accounting. Find out if it's compatible with your operating system and other software.

Deployment :
On Premises
Subscription Plan :
Yearly, Onetime(Perpetual license)
Accessibility :
Customization
Desktop Platforms :
Windows
Language Support :
English
Business :
Freelancers
StartUps
SMBs
Agencies
Enterprises
Available Support :
Email
Phone
Live Support
Training
Tickets
iRecord Portfolio Management & Accounting Categories on SoftwareSuggest :
Company Details :
Company Name : I Record Infotech Solutions Pvt. Ltd.
Headquarter : none
Website : Visit Website
Full Address : Manjula Niwas, # 6, Jambli Galli, Opp : Jain Temple, Borivali, Mumbai, Maharashtra 400092

iRecord Portfolio Management & Accounting Comparisons

Compare iRecord Portfolio Management & Accounting with other similar options available in Personal Finance Software. Explore the key differences to see why it's the top choice for businesses and individuals.

iRecord Portfolio Management & Accounting Description

Here's the comprehensive description of iRecord Portfolio Management & Accounting. Gain a brief understanding of its unique features and exceptional benefits.

Simplified and Accurate Accounting with Bank Import and auto-generated Reports for Portfolio Management.

Upload Brokers contract notes for Equity, F&O, Commodity, Currency, mutual fund and bank statements from over 900+ sources on just a click.

Accurate Capital gains/Loss reports for Equity, F&O, Commodity, Currency, MF & Debt MF, PPF, Bonds, Debt Instruments ..(Option for With or Without Indexation).

Auto price updates and historical prices for Stocks, Commodities, MF's & Other Instruments.

Multi-User Login Facility with family member Facilities.

Other Features Includes Annual capital Gain Report, Profit & Loss Statement, Income Report, Trial Balance & Balance Sheet.

Grandfathering provision ( new LTCG report ) in bulid

Multi date - Multi clients and Multi Clients - Single date transactions possible to Upload on single click

Sub Broker Module, Advisory Module, Consultant Module, P M S etc...

iRecord Portfolio Management & Accounting Videos

Overall iRecord Portfolio Management & Accounting Reviews

Thinking about using iRecord Portfolio Management & Accounting? Check out verified user reviews & ratings based on iRecord Portfolio Management & Accounting's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

3/5

Based on 2 Reviews

Write a Review Or
Ask a question
Feature Feature 3

Feature

Out of 5

Ease of use Ease of use 3

Ease of use

Out of 5

Value for money Value for money 3

Value for money

Out of 5

Customer support Customer support 3

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 0%

Likelihood to recommend

Out of 100%

iRecord Portfolio Management & Accounting Pros and Cons

"absolutely nothing"

"first the owner n his team should improve with thier arrogant n rude behaviour"

2 iRecord Portfolio Management & Accounting Reviews

Hear directly from customers who have used iRecord Portfolio Management & Accounting. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

shaurya

Used the software for : Less than 6 months

Company Size :11-50 employee

1.0

Sep 06, 2021

pathetic software and most pathetic after sales service

the owner of this software firm is the most rude, arrogant and pathetic person who has no manners to talk with the customers and also doesnt provide proper after sales service for any problem relating to the software. Never ever buy this software

Feature Feature 1

Feature

Out of 5

Ease of use Ease of use 1

Ease of use

Out of 5

Value for money Value for money 1

Value for money

Out of 5

Customer support Customer support 1

Customer support

Out of 5

iRecord Portfolio Management & Accounting Mobile App Experience

1 2 3 4 5 6 7 8 9 10

iRecord Portfolio Management & Accounting After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about iRecord Portfolio Management & Accounting?

absolutely nothing

What do you dislike about iRecord Portfolio Management & Accounting?

first the owner n his team should improve with thier arrogant n rude behaviour

Do you think iRecord Portfolio Management & Accounting delivers value for the money spent?

No

Are you satisfied with iRecord Portfolio Management & Accounting features?

No

Did implimentation of iRecord Portfolio Management & Accounting was easy?

No

What features is iRecord Portfolio Management & Accounting currently missing?

..

ajays.

Used the software for : 2+ years

Company Size :51-200 employee

5.0

May 02, 2020

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

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iRecord Portfolio Management & Accounting FAQs

How much does iRecord Portfolio Management & Accounting cost?

The starting price of iRecord Portfolio Management & Accounting is ₹ 17350/Onetime (+AMC/Yr). It has different pricing plans:

  1. Single User : ₹ 17350/Onetime (+AMC/Yr)
  2. Multi-User : ₹ 37690/Onetime (+AMC/Yr)

iRecord Portfolio Management & Accounting also provides a free trial to users.

What are the top 5 features for iRecord Portfolio Management & Accounting?

The top 5 features for iRecord Portfolio Management & Accounting are:

  • Accounting
  • Financial Management
  • Bank Reconciliation
  • General Ledger
  • Balance Sheet

What type of customer support is available from iRecord Portfolio Management & Accounting?

The available support which iRecord Portfolio Management & Accounting provides is:

  • Phone
  • Email
  • Live support
  • Tickets
  • Training
Free Demo Get Pricing
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