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Save Time
iRecord portfolio management software helps users save extra time by supervising the performance of different financial assets.
Tax saving
The software generates tax reports for 100% accuracy and eliminate any scope for human errors. It helps in paying exact
Manual Entry
Investors can make manual data entries for debentures, mutual funds, IPO, etc. with properly defined corporate actions.
Performance Track
Auto Upload
The portfolio software helps investors delegate the burdensome work of managing bank statements, investment details, multi-broker
Manage Account
Users can manage their portfolio based on different types of information such as, asset, family members, brokerage, consultation,
Reports
iRecord generates a plethora of reports for investors, such as, grandfathering provisions for LTGC, brokerage, M2M, Demat
Advanced Reports
The software can generate advanced investment reports for agencies, interest calculation, Auto JV upload, etc.
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