Marg iRecord Portfolio Management & Accounting

Marg ERP 9+

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 Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Multi User

 36,500.00 /2 - 4

0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Unlimited Investment Amount with All premium Features

Single User

 17,250.00 /1

0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 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

Key Specification

Other Categories:
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

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...

iRecord Portfolio Management & Accounting Video

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User Reviews

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

iRecord Portfolio Management & Accounting has 2 plans,

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

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

iRecord Portfolio Management & Accounting is allowed 7 Days Free Trial.

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

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