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i-Record Share Accounting & Portfolio Management

i-Record Share Accounting & Portfolio Management Alternatives & Competitors

Top Alternatives to i-Record Share Accounting & Portfolio Management

  • Accounting CS
  • MicroAcquire
  • Joist
  • MoneyGuidePro
  • HomeBudget

Top 20 Alternatives & Competitors to i-Record Share Accounting & Portfolio Management

    #1
    #1
  1. Accounting CS

    (22)3.5 out of 5

    Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  2. Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    EW
    Accounting CS works great for small business bookkeeping, accounting, and payroll. The software is designed to integrate with other types of software that are specifically designed for accountants....Read more
    #2
    #2
  3. MicroAcquire

    (22)4.9 out of 5

    MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  4. MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Rahul M.
    RM
    The journey was easy. I just had to fill in some required inputs and then the queries from buyers started flowing in.Support is good too.
    18%   of software applications aren't well liked by teams using them.
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    #3
    #3
  5. Joist

    (21)4.0 out of 5

    Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  6. Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UC
    Easy use and a phone base app which I could use mobile
    #4
    #4
  7. MoneyGuidePro

    (17)4.1 out of 5

    Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  8. Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Christopher C.
    CC
    i love how moneyguide is a very easy visual for clients when showing them financial plans
    #5
    #5
  9. HomeBudget

    (17)4.0 out of 5

    HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  10. HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Carrie C.
    CC
    I like that I can keep track of my budget and set goals
    #6
    #6
  11. Simple

    (15)4.4 out of 5

    With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  12. With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    KR
    If you are the average person, just getting by in life financially, not struggling to much, not really able to save much either. I feel like this is the perfect bank for you. There are 0 fee's and...Read more
    #7
    #7
  13. LendingClub

    (12)3.1 out of 5

    Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  14. Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    TC
    LendingClub was able to offer me rates that blew competitors out of the water. The application was simple and easy and the approval was just as nice.
    #8
    #8
  15. Covisum Social Security Timing

    (8)4.7 out of 5

    Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  16. Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UF
    Easy to use the software does a great job and the support line is always helpful
    #9
    #9
  17. Square Deposits

    (7)4.9 out of 5

    Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  18. Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    KP
    In my 1.5 years of using it, I've never had an issue with Square Deposits. At my old job we used a dated system which I continually had to reconnect my bank to. It got to the point where I just...Read more
    #10
    #10
  19. Workplace

    (7)4.3 out of 5

    Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  20. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UE
    Workplace is a great central resource for information and interaction.
    #11
    #11
  21. Firm58

    (7)4.1 out of 5

    Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  22. Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UF
    When the system is working well it works seamlessly and is a relative pleasure to use. Firm 58 serves our purposes here in terms of the segregating and collecting of accounting and trading data.
    #12
    #12
  23. fi360 Toolkit

    (6)4.3 out of 5

    The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  24. The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UF
    The ability to compare current portfolios to new proposals.
    #13
    #13
  25. Square Capital

    (5)4.8 out of 5

    For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  26. For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Elizabeth D.
    ED
    What I like best about Square Capital specifically is that it integrates seamlessly with Sqaure's payments and POS functions for small businesses. Thus when I was working for a small business we...Read more
    #14
    #14
  27. Tax Clarity

    (5)4.8 out of 5

    Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  28. Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    AS
    Easy to use. it takes into account all the tax ramifications, such as social security taxation
    #15
    #15
  29. Logix Financial Planning

    (5)3.5 out of 5

    Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  30. Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    CF
    FinanceLogix is very easy to use and navigate. We are able to store all sorts of information on the platform and focus more on clients and building business.
    #16
    #16
  31. Personal Capital Financial Software

    (4)5.0 out of 5

    Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  32. Financial tools dashboard to monitor your net worth, manage your investment portfolio.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Daniel Shatzkes CEO  E.
    DE
    I'd used a couple of different aggregates in the past, both of which were offered through one of the banks I use. Those aggregates got me turned on to the idea of being to take a look at my whole...Read more
    #17
    #17
  33. Broadridge Advisor Portal

    (4)4.1 out of 5

    Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  34. Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UF
    i like the newsletter that is sent out annually and monthly. I like how i have access to approved articles for my clients
    #18
    #18
  35. Equifax BusinessConnect

    (3)3.5 out of 5

    BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  36. BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    UR
    The automatic credit decisions and the ability to track resolutions of cases.. It make it easier to compare data and everything is located on one platform.
    #19
    #19
  37. Clari5 EFM

    (3)3.5 out of 5

    Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with i-Record Share Accounting & Portfolio Management:
  38. Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.

    Categories in common with i-Record Share Accounting & Portfolio Management:

    BS
    Very organized and very easy to use. You have everything setup in very short period of time. Have new hires adapt very quick as well
    #20
    #20
  39. Naviplan

    (3)4.5 out of 5

    Financial planning application

    Categories in common with i-Record Share Accounting & Portfolio Management:
  40. Financial planning application

    Categories in common with i-Record Share Accounting & Portfolio Management:

    Joel S.
    JS
    It is a very powerful financial planning software tool that provides a lot of great information and reports that can be reviewed and analyzed to ensure clients are able to achieve their financial...Read more