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Description
i-Record Share Accounting & Portfolio Management software is highly regarded for its reliability in investment management and performance tracking, offering immediate reporting on share market transactions. The daily task of managing portfolio or share accounting can be quite challenging, as it enables investors to pinpoint underperforming assets and assists traders in maintaining up-to-date records. This process, when handled manually, can often become overwhelming. Therefore, consider entrusting your share accounting and portfolio management to i-Record Share Accounting & Portfolio Management software, allowing you to enjoy a more stress-free lifestyle. By simplifying these complex tasks, it empowers you to focus on making informed investment decisions.
Description
"Seamless", a fund accounting software, is designed to streamline processes. Compatible with multiple currencies, asset classes, fund structures, and fund structures. Cloud-based interface allows users to easily extract accounting, investor and portfolio level reports. The user can generate financial reports (with footnotes), and data to fill in tax returns/K1s.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
CommonSubDoc
Crypto Backoffice
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
i-Record Infotech Solutions
Country
India
Website
irecordinfo.com
Vendor Details
Company Name
Formidium
Founded
2016
Country
United States
Website
oneseamless.com
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Product Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving