iRecord Portfolio Management & Accounting

Helping Indian Investing community to manage investments in a FinTech way!

0.4
Rating out of 5 Based on 0 reviews
Free Demo Get a Quote

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

Single User

17250.00
0.00

1

Buy Now
  • 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

Multi User

36500.00
0.00

2 - 4

Buy Now
  • Unlimited Investment Amount with All premium Features

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Key Features of iRecord Portfolio Management & Accounting

Key Features:
  • Investment
  • Bank Reconciliation
  • Financial Accounting
  • Bonus, Loan & Advances Management
  • Expense Management
  • Accounting
  • Balance Sheet
  • Financial Management
  • Import & Export Data
  • Income Statements
  • Profit & Loss Statement
  • Track Account

Key Specification

Other Categories: Accounting Software Personal Finance Software
Deployment: On Premise
Customer Support: Phone,Email,Online (Ticket),Business Hours
Customization: Yes
Languages Support: English

Who uses iRecord Portfolio Management & Accounting

Personal
Personal
StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: iRecord InfoTech Solutions Private Limited
Headquarter: Mumbai, Maharashtra India
Website: Visit Website go-to-link
Social Media:
LinkedIn

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 Video/Screenshots

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Frequently Asked Questions (FAQs)

The user group of iRecord Portfolio Management & Accounting are as follows :

  • Personals
  • Startups
  • SMEs
  • Agencies
  • Enterprises

iRecord Portfolio Management & Accounting has 2 plans,

  • Single User 17250.00 1
  • Multi User 36500.00 2 - 4

The key featuers of iRecord Portfolio Management & Accounting are as follows :

  • Investment
  • Bank Reconciliation
  • Financial Accounting
  • Bonus, Loan & Advances Management
  • Expense Management
  • Accounting
  • Balance Sheet
  • Financial Management
  • Import & Export Data
  • Income Statements
  • Profit & Loss Statement
  • Track Account

iRecord Portfolio Management & Accounting pricing model : Onetime(Perpetual License)

iRecord Portfolio Management & Accounting is Offline Software.

Yes

iRecord Portfolio Management & Accounting offers Phone,Email,Online (Ticket),Business Hours support.

iRecord Portfolio Management & Accounting provides Video Guides,On-Site Training for the software training.