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iRecord Portfolio Management & Accounting

iRecord Portfolio Management & Accounting

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

Onetime(Perpetual License)

7 Days

Platform:

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

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

2 - 4

Unlimited Investment Amount with All premium Features

Key Features of iRecord Portfolio Management & Accounting

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

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

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name: iRecord InfoTech Solutions Private Limited
Website: Visit Website
Headquarter:
Mumbai, Maharashtra India
Social Media:

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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