iRecord Portfolio Management & Accounting Review, Pricing & Features for Businesses | SoftwareAdviser.ai
Helping Indian Investing community to manage investments in a FinTech way!
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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 of iRecord Portfolio Management & Accounting
Pricing plans
Introduce pricing plans
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
Multi User
36,500.00 /2 - 4
0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Unlimited Investment Amount with All premium Features
Single User
17,250.00 /1
0.00
Perfect for your business requirements and platform usage.
BOOK A DEMO- Unlimited Accounting and Investment Amount with All Premium Features
- Access to F&O and ALL Investment Intruments
- View Advanced Reports and combine Family reports
- 1200 + Auto Import Formats
- Number of Portfolio - Infinite
- Auto Price Updates and Historical Prices
- For Retail Investors
- Access to F&O and All Investment Features
- Accounting - Unlimited
- View Advanced Reports and combine Family reports
- 1200 + Auto Import Formats
- Number of Portfolio - Infinite
- Auto Price Updates and Historical Prices
- For
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | On Premise |
| Customer Support: | Phone,Email,Online (Ticket),Business Hours |
| Customization: | Yes |
| Languages Support: | English |
Who uses iRecord Portfolio Management & Accounting
Company Details
- Company Name: iRecord InfoTech Solutions Private Limited
- Headquarter: Mumbai, Maharashtra India
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...
iRecord Portfolio Management & Accounting Video
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iRecord Portfolio Management & Accounting Key Clients
Frequently asked questions
Everything you need to know about discovering, comparing, and choosing the right AI software for your business.
iRecord Portfolio Management & Accounting has 2 plans,
- Multi User 36500.00 2 - 4
- Single User 17250.00 1
iRecord Portfolio Management & Accounting provides Phone,Email,Online (Ticket),Business Hours support.
iRecord Portfolio Management & Accounting is allowed 7 Days Free Trial.
iRecord Portfolio Management & Accounting provides Video Guides,On-Site Training for the software training.
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