# 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=2026-05-30+19%3A56%3A53+-0500&secure%5Bsession_id%5D=5df8800f-5b04-4f4b-947a-8e204a2b51a5&secure%5Btoken%5D=8c216ce700734295ff85788d38a292cb43b3d789e50a80cb71d0eda235ca41d0&format=llm_user)

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

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

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management

**Platform Content**
- Automation

**Platform Data**
- Dashboard

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Platform Interoperability**
- Pre-Built Connectors

**Platform Performance**
- Reporting

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