[ i-Recor... Reviews ](https://www.g2.com/products/i-record-share-accounting-portfolio-management/reviews) [ i-Recor... Reviews ](https://www.g2.com/products/i-record-share-accounting-portfolio-management/reviews) # i-Record Share Accounting & Portfolio Management Pricing Overview [Editedit](https://my.g2.com/i-record-share-accounting-portfolio-management/pricings) [Claim your profile now](https://www.g2.com/products/i-record-share-accounting-portfolio-management/claim_requests/new) ## i-Record Share Accounting & Portfolio Management Pricing Key Insights Last updated on Apr 09, 2026 * * * Information about i-Record Share Accounting & Portfolio Management pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase i-Record Share Accounting & Portfolio Management must be conducted with the seller. Pricing information for i-Record Share Accounting & Portfolio Management is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase i-Record Share Accounting & Portfolio Management must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![SAP Multi-Bank Connectivity](https://images.g2crowd.com/uploads/product/hd_favicon/7ff24fefdb8cc17f461e8084346fd686/sap-multi-bank-connectivity.svg "SAP Multi-Bank Connectivity") SAP Multi-Bank Connectivity 4.3/5(46) ](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) [ ![Joist](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_df9005a97af2a8e8845c3c559c4a10dc/evercommerce-joist.png "Joist") Joist 4.1/5(31) ](https://www.g2.com/products/evercommerce-joist/reviews) [ ![BBVA Customer API](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_5aedb2e32eab671ec06ca08cbbbdce50/bbva-customer-api.jpg "BBVA Customer API") BBVA Customer API 4.4/5(29) ](https://www.g2.com/products/bbva-customer-api/reviews) [ View All Alternatives ](https://www.g2.com/products/i-record-share-accounting-portfolio-management/competitors/alternatives) ## i-Record Share Accounting & Portfolio Management Alternatives Pricing The following is a quick overview of editions offered by other [Other Finance Software](https://www.g2.com/categories/other-finance) | ![Capitaliz](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4172be173f17443cf25ff559d6490534/capitaliz.png) [Capitaliz](https://www.g2.com/products/capitaliz/reviews) ##### Capitaliz Subscription | $99.001 Capitaliz Subscription Per Month | Ongoing subscription to manage company and implement the recommendations from the Business Insights Report - Guided fastrack onboarding | | ![Safeguard Capital](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dda8a309a562ed9f1681c804865186b8/safeguard-capital.jpg) [Safeguard Capital](https://www.g2.com/products/safeguard-capital/reviews) ##### Premium Tier | Contact Us4 Premium Tier Per Year | Monthly Price: $350-500/mo and Yearly Price: $4,200 - $6,000 - $300,000 or more, ideal for high-net-worth or institutional clients with significant exposure across markets. - Comprehensive account breach protection across all managed accounts - Smart contract and wallet protection for larger crypto exposures - Extensive cyber risk management services, including regular security audits and 24/7 monitoring - Legal and professional support for complex recovery claims - Multi-market coverage, including U.S. stocks, forex, commodities, and large crypto portfolios. [Show More](javascript:void(0);) | | ![Tax Clarity](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dd29b2d0c26c021b0288f1f6228c916b/tax-clarity.jpg) [Tax Clarity](https://www.g2.com/products/tax-clarity/reviews) ##### Monthly | $79.99per month/per advisor | Includes all core features! - Show Clients a Tax-Efficient Retirement - Instantly calculates the effective marginal tax rate - Compare alternate tax distribution strategies - Unique Tax Map to identify tax opportunities - Gain insight into unseen opportunities to add dollars to a retirement plan - Access to awesome support, industry expertise, and training - Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter [Show More](javascript:void(0);) | Various alternatives pricing & plans Pricing information for the above various i-Record Share Accounting & Portfolio Management alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. 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