TopSoftwareAdvisor Loader Icon
©Copyright 2025 - Top Software Advisor
iRecord Portfolio Management & Accounting

iRecord Portfolio Management & Accounting

Sold by : I Record Infotech Solutions Pvt. Ltd.

What is iRecord Portfolio Management & Accounting?

iRecord Portfolio Management & Accounting is a asset management solution for investors, traders, corporates, CA & Family offices, and consultants. Our user-friendly software streamlines the management of diverse portfolio assets such as stocks, commodities, mutual funds, bonds, and more. Say goodbye to the complexity of handling multiple portfolios and let iRecord simplify things for you.

iRecord Portfolio Management & Accounting Resources

iRecord Portfolio Management & Accounting Pricing

To receive a personalized quote

Key Features of iRecord Portfolio Management & Accounting

  • Investment Tracking
  • Portfolio Management
  • Performance Reporting
  • Tax Reporting
  • Multi Currency Support
  • Budgeting Tools
  • Expense Tracking
  • Income Tracking
  • Customizable Dashboards
  • Financial Goal Setting
  • Risk Analysis
  • Asset Allocation
  • Transaction Import
  • Mobile Access
  • Alerts And Notifications
  • Document Management
  • Data Backup
  • Security Features
  • Integration With Financial Institutions
  • Customer Support
  • Accounting
  • Financial Management
  • Bank Reconciliation
  • General Ledger
  • Balance Sheet
  • Profit & Loss Statement
  • 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

Specifications

Company Name icon
Company Name
I Record Infotech Solutions Pvt. Ltd.
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email,Phone,Live Support,Training,Tickets
Languages Available icon
Languages Available
English

iRecord Portfolio Management & Accounting Description

iRecord Portfolio Management & Accounting is a solution for simplified and accurate accounting. With its bank import feature and auto-generated reports, managing your investments has never been easier. Effortlessly upload contract notes and bank statements from over 900 sources in just one click. Keep track of your investment portfolio with precise capital gains/loss reports for a variety of instruments, including equity, F&O, commodity, mutual fund, and more. The software also offers auto price updates for stocks, commodities, mutual funds, and other instruments. Collaborate seamlessly with multi-user login and extend access to family members. Enjoy additional features such as annual capital gain reports, profit & loss statements, income reports, trial balance, and balance sheets. Stay up-to-date with the latest grandfathering provisions, including the new LTCG report. Easily manage multi-date and multi-client transactions with just one click. Take advantage of our sub-broker, advisory, consultant, and PMS modules for added functionality. Simplify your portfolio management and accounting with iRecord today!

iRecord Portfolio Management & Accounting FAQ's

The top 5 features of iRecord Portfolio Management & Accounting include:

  • Investment Tracking
  • Portfolio Management
  • Performance Reporting
  • Tax Reporting
  • Multi Currency Support

iRecord Portfolio Management & Accounting supports a variety of platforms including: Email, Phone, Live Support, Training, Tickets.

iRecord Portfolio Management & Accounting serves a wide range of businesses including Freelancers, StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of iRecord Portfolio Management & Accounting are Zoho Books, ProfitBooks and Wave Personal. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

iRecord Portfolio Management & Accounting is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of iRecord Portfolio Management & Accounting

Zoho Books
View Profile
ProfitBooks
View Profile
Wave Personal
View Profile
GnuCash
View Profile
HomeBank
View Profile
Metalogic
View Profile
Invest Plus
View Profile
Zipbooks
View Profile
Subscribe our newsletter

Subscribe our newsletter

New Things Will Always Update Regularl