Exirio

Exirio, developed by Exirio LLC, is a wealth management app designed to track investments and consolidate financial data in one place. According to the vendor, this software solution caters to small to large companies across various industries. It is commonly used by finance professionals, wealth managers, investment advisors, financial consultants, and real estate professionals.

Key Features

Multi-asset & multi-currency: According to the vendor, Exirio allows users to track a wide range of assets, including stocks, crypto, real estate, funds, and luxury goods. It also offers support for an ever-growing number of currencies.

Track the key metrics of your investments: Exirio provides users with a comprehensive view of their investments, including full performance history and return metrics. The vendor claims that this feature allows users to understand, evaluate, and compare all assets in one place.

Third-party access: Exirio offers the option to grant access to partners, advisors, or trusted individuals. Users can choose between view or edit permissions, facilitating collaboration and information sharing.

Connect with more than 10,000 banks and brokers: Exirio enables automatic import and update of transactions, portfolios, and performance from a wide range of banks and brokers. According to the vendor, this eliminates the need for manual updates or spreadsheets.

Unlock performance comparison, data upload, document storage: Exirio allows users to compare the performance of their investments by viewing comparable metrics across different assets. The software also offers the convenience of bulk uploading and downloading data, as well as secure storage for investment-related documents.

Security: The vendor emphasizes that Exirio is designed with bank-grade security measures, including encryption of data in transit and at rest. Users can enhance their account security with two-factor authentication options.