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iRecord Portfolio Management & Accounting Pricing, Features, Reviews and Comparisons

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.

iRecord Portfolio Management & Accounting Starting Price

$ 240.97/Onetime (+AMC/Yr)

iRecord Portfolio Management & Accounting Awards

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iRecord Portfolio Management & Accounting Award

Our Awards and Recognition

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iRecord Portfolio Management & Accounting Screenshots

iRecord Portfolio Management & Accounting Screenshot1

Key Features of iRecord Portfolio Management & Accounting

  • Accounting
  • Financial Management
  • Bank Reconciliation
  • General Ledger
  • Balance Sheet
  • Profit & Loss Statement
  • Portfolio Management
  • Tax Management
  • Import & Export Data
  • Data Import & Export
  • Investment Management
  • For Hedge Funds
  • Investor Accounting
  • Bonds / Stocks
  • For Investment Advisors
  • For Investors & Traders
  • Portfolio Accounting
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Most Preferred on SoftwareSuggest

iRecord Portfolio Management & Accounting Users

Business

  • Freelancers
  • StartUps
  • SMEs
  • Agencies
  • Enterprises

Available Support

  • Email
  • Phone
  • Live Support
  • Training
  • Tickets

Specifications

  • Deployment:

    On Premises

  • Payment:

    Yearly, Onetime(Perpetual license)

  • Api
  • Customization
  • Mobile Support

Desktop Platforms

  • Web App
  • Windows
  • Mac

Mobile Platforms

  • Android
  • iOS

Language Support

  • English

iRecord Portfolio Management & Accounting Comparisons

Top Software in Personal Finance Category

Available on request

Get Pricing

Starting at $ 69.44

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iRecord Portfolio Management & Accounting Pricing

Single User
$ 240.97
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
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Multi-User
$ 523.47
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
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Company Details

  • Company Name :

    I Record Infotech Solutions Pvt. Ltd.

  • Headquarter :

    none

  • Full Address :

    Manjula Niwas, # 6, Jambli Galli, Opp : Jain Temple, Borivali, Mumbai, Maharashtra 400092

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iRecord Portfolio Management & Accounting Description

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...

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iRecord Portfolio Management & Accounting Videos

Overall Reviews

3.0/5

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%

Overall Feedback from Customers

Pros

Cons

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

iRecord Portfolio Management & Accounting Reviews (1)

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

Pros

absolutely nothing

Cons

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

Any missing feature?

..

iRecord Portfolio Management & Accounting FAQs

How much does iRecord Portfolio Management & Accounting cost?

The starting price of iRecord Portfolio Management & Accounting is $ 240.97/Onetime (+AMC/Yr). It has different pricing plans:

  1. Single User : $ 240.97/Onetime (+AMC/Yr)
  2. Multi-User : $ 523.47/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
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