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...
- 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
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iRecord Portfolio Management & Accounting offers 2 pricing plan(s):
- Multi User — 36500.00 2 - 4
- Single User — 17250.00 1
Yes, iRecord Portfolio Management & Accounting offers a 7-day free trial.
iRecord Portfolio Management & Accounting provides Phone,Email,Online (Ticket),Business Hours support.
iRecord Portfolio Management & Accounting is On Premise software.
iRecord Portfolio Management & Accounting provides Video Guides,On-Site Training for training.
