Investment Book of Record (IBOR) Pricing Overview

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Investment Book of Record (IBOR) Pricing Key Insights

Last updated on Apr 09, 2026

Investment Book of Record (IBOR) offers 1 pricing edition, starting at $1,500. Investment Book of Record (IBOR) pricing tiers are designed to support different usage levels and team sizes. Investment Book of Record (IBOR) does not offer a free trial. Compare the Investment Book of Record (IBOR) pricing table below to figure out the best fit for your needs. Some plans may require you to contact PortfolioShop for custom pricing.

Basic — $1,500 / Per Feature Per Month

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Basic
$1,500.00
Per Feature Per Month

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Betterment at Work
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Investment Book of Record (IBOR) Alternatives Pricing

The following is a quick overview of editions offered by other Investment Accounting Software

Product Price Features
Betterment at Work
Betterment at Work
Essential
 $100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.
  • Dedicated Onboarding specialist
  • Simple payroll integrations with Gusto, Trinet, and other providers
  • 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support
  • Scheduled phone and email support for plan administrators
  • Getting started webinars and emails for employees
Koyfin
Koyfin
Free
 $0.00
The ultimate beginner package; everything you need to get started gaining insight on your investments
  • 2Y financials & 1Y estimates
  • My Portfolio
  • Advanced charting
  • Market & macro dashboards
  • 2 watchlists & 2 screens
Orion Advisor Technology
Orion Advisor Technology
Basic
 $1,000.00Flat Rate Per Year

Various alternatives pricing & plans

Pricing information for the above various Investment Book of Record (IBOR) alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.
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