---
title: i-Record Share Accounting & Portfolio Management Reviews
meta_title: 'i-Record Share Accounting & Portfolio Management Reviews 2026: Details,
  Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how i-Record Share Accounting & Portfolio Management works for a business like
  yours.
date_modified: '2026-04-02'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# i-Record Share Accounting & Portfolio Management Reviews
**Vendor:** I-record info tech solutions  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About i-Record Share Accounting & Portfolio Management
iRecord is portfolio management and accounting Software for managing Multi-Asset class Portfolio and Multi Broker Share Accounting by Auto-Upload Contract Note Facility .






- [View i-Record Share Accounting & Portfolio Management pricing details and edition comparison](https://www.g2.com/products/i-record-share-accounting-portfolio-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+18%3A07%3A16+-0500&secure%5Bsession_id%5D=71184151-78e4-45c5-b0f0-40572d08ba15&secure%5Btoken%5D=4a17024ebd72bd254729d309ec2463fc4e3a460cd91e962c06c9a1781ec2d40a&format=llm_user)

## i-Record Share Accounting & Portfolio Management Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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