---
title: Investment Book of Record (IBOR) Reviews
meta_title: 'Investment Book of Record (IBOR) Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Investment Book of Record (IBOR) works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Investment Book of Record (IBOR) Reviews
**Vendor:** PortfolioShop  
**Category:** [Investment Accounting Software](https://www.g2.com/categories/investment-accounting)
## About Investment Book of Record (IBOR)
ReconAdvantage is an investment management software that is a comprehensive portfolio accounting, client reporting, performance measurement solution offered as a subscription.






- [View Investment Book of Record (IBOR) pricing details and edition comparison](https://www.g2.com/products/investment-book-of-record-ibor/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-12+18%3A15%3A31+-0500&secure%5Bsession_id%5D=f89a5ba5-ccd1-4818-9483-5fbbed4fcef9&secure%5Btoken%5D=8bb5644b8084104e608110611264c5df95f7f4cf1b58f8f978ca8bdab8ea5630&format=llm_user)

## Investment Book of Record (IBOR) Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Platform Additional Functionality**
- Cloud
- On-Premise
- Multi-Currency
- Global-Asset
- Integrated General Ledger

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Platform Content**
- Automation

**Platform Data**
- Dashboard

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

**Platform Interoperability**
- Pre-Built Connectors

**Platform Performance**
- Reporting

## Top Investment Book of Record (IBOR) Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)