Name: Exirio
Author: Exirio

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Contract Management

Data Extraction

Risk Management

VoIP

Workspace Planning

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Collaboration

Data Masking

Desktop Outsourcing

Fraud Detection

Hyper-Converged Infrastructure

IT Asset Disposal

Integration Platform as a Service (iPaaS)

License Management

Log Management

MLOps

Managed IT Service

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Password Management System

Release Management

Remote Support

Secret Managers

Software Distribution

Threat Intelligence

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audience Intelligence

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Gamification

Heatmap and Session Recording

Marketing Automation

Social Media Management

Social Media Monitoring

Survey & Forms Building

Swag Management

Video Marketing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Architecture

Debt Collection

Public Sector Software

Real Estate

Vertical-Specific

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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.



According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Exirio

Investment Portfolio Management

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Investment Portfolio Management Software

Exirio

Overview

What is Exirio?