# Exirio Software Reviews, Demo & Pricing - 2026 > Review of Exirio Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/496886-Exirio --- [Home](https://www.softwareadvice.com/) / [Investment Management Software](https://www.softwareadvice.com/investment-management/) / Exirio Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # Exirio 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Exirio 4.8 [(30)](https://www.softwareadvice.com/product/496886-Exirio/#reviews) Pricing Pricing available upon request Top Alternatives ### About Exirio Exirio's desktop and mobile applications allow businesses to track their investments in multiple currencies from within a unified platform. Users can connect their bank or brokerage accounts as well as their crypto accounts for the system to automatically track transactions, investments or divestments and calculate all the corresponding investment metrics. ## Exirio User Interface ## Popular Exirio Alternatives Main Product Exirio 4.8 [(30)](https://www.softwareadvice.com/product/496886-Exirio/#reviews) Ratings Breakdown - 4.83Ease of use - 4.88Value for money - 4.85Customer support - 4.67Functionality Pricing Available upon request Alternative Product [First Rate Vantage](https://www.softwareadvice.com/product/373670-Investor-Portal/) 4.9 [(18)](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) Ratings Breakdown - 4.67Ease of use - 4.76Value for money - 4.89Customer support - 4.72Functionality Pricing Starting at $3000.00 per year Alternative Product [Yardi Investment Manager](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/) 4.0 [(9)](https://www.softwareadvice.com/investment-management/yardi-investment-manager-profile/reviews/) Ratings Breakdown - 3.89Ease of use - 4.0Value for money - 4.38Customer support - 3.78Functionality Pricing Available upon request Alternative Product [FundCount](https://www.softwareadvice.com/accounting/fundcount-profile/) 4.7 [(15)](https://www.softwareadvice.com/accounting/fundcount-profile/reviews/) Ratings Breakdown - 4.40Ease of use - 4.09Value for money - 4.46Customer support - 4.43Functionality Pricing Starting at $21928.00 per year Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(251)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.85Value for money - 4.17Customer support - 4.24Functionality Pricing Available upon request Alternative Product [Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) 4.0 [(36)](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews) Ratings Breakdown - 4.14Ease of use - 3.81Value for money - 3.81Customer support - 3.97Functionality Pricing Starting at $80.00 per month ## Exirio Pricing and Plans Starting price: Pricing available upon request Free Trial Free Version Basic Pricing available upon request No plan information available ## Exirio Features - Popular features found in Investment Management Accounting Benchmarking Bonds/Stocks Client Management Compliance Tracking Financial Management Fund Management Investment Research Modeling & Simulation Portfolio Rebalancing Risk Management - More features of Exirio API Data Import/Export Financial Analysis For Investment Advisors For Investors & Traders Investments Tracking Mobile Access Performance Metrics Portfolio Management ## Exirio Integrations Plaid Integration rated undefined from -1 review ## Exirio User Reviews Overall Rating 4.8 Ratings Breakdown 5 83% 4 17% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.8 Value for money 4.9 Customer support 4.8 Functionality 4.7 Have you used Exirio and would like to share your experience with others? NB Nevena B. Verified reviewer Aviation & Aerospace 51-200 employees Used weekly for more than 2 years Review source Reviewed March 2026 Best wealth tracking app on the market 5 It is one place for me to track all my investments. I have clear overview of how are my properties, bonds, crypto and several personal valuable items performing in different currencies throughout the time. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: User friendly interface and amazing support team which readily assist with all my queries. Thanks to Exirio I have better insight in my finances and I can optimize planing for my future. Cons: In the beginning, I was early user, there were few glitches, but app and desktop version got promptly updated. Read More JB Josean B. Verified reviewer Market Research 2-10 employees Used weekly for less than 12 months Reviewed July 2021 Exirio feedback 4 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: It´s very simple and trully accesible, fast view Cons: Crypto fields didn´t really works properly but it was fixed Read More FP Fabio P. Verified reviewer Leisure, Travel & Tourism 2-10 employees Used weekly for less than 6 months Reviewed August 2021 Great interface and easy to use 4 Overall a good app with lots of potential Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: I love the fact that I can see in one place all my major investments Cons: I would like for the integration to be available for crypto too Read More RD Robin D. Verified reviewer Insurance 2-10 employees Used weekly for less than 6 months Reviewed April 2022 Excellent platfom 5 Excellent experience, refreshing app. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Easy to use. I found it very user friendly especially and intuitive. Cons: Wish it was integrated with banks in Italy Vendor Response you will be able to connect Italian banks soon! And if you have any specific institution you would like to connect, send us the name(s) on support@exirio.com Thanks! Replied April 2022 Read More AB Andrea B. Verified reviewer Electrical/ Electronic Manufacturing 5001-10000 employees Used monthly for less than 12 months Reviewed April 2022 The MUST have application for your investment tracking 5 I can plan my financials ahead of time, understand when and how I could retire or what could be my spending in future based on my current investments. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It does really consider all sort of investments and help you plan your future. Cons: Still some data entry required, but improving constantly. Read More JF Jasmin F. Verified reviewer Internet 10000+ employees Used weekly for less than 6 months Reviewed August 2021 It simply works! 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Exactly what I was looking for: simple & clear solution to track my finances spread across various currencies and investment methods! Cons: All features are working well; but looking forward to the next releases! Read More LG Laura G. Verified reviewer Financial Services 5001-10000 employees Used monthly for less than 6 months Review source Reviewed March 2024 Very intuitive interface 5 Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support 5 Functionality Pros: User experience. Broad coverage. Powerful budget and tracking features Cons: I would love it to offer execution capabilities Read More MH Marwan H. Verified reviewer Management Consulting 501-1000 employees Used weekly for less than 6 months Reviewed April 2022 Exirio review 5 Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: What I liked most was Ease of use and multi currency Cons: There isn’t really anything to dislike, not very sure how to integrate with other product though Read More AL Amanda L. Verified reviewer Health, Wellness and Fitness 5001-10000 employees Used weekly for free trial Reviewed August 2021 Excellent app to track your assets 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: Ease of use Graphs Tracking of investments Organization Cons: The interface is too dark - prefer light background with colorful application Read More hf helen f. Verified reviewer Broadcast Media 201-500 employees Used weekly for less than 6 months Reviewed April 2022 Info on the go 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Highly functional data gathering, and easy to display and digest. Cons: Scope for further customisation perhaps? Read More Showing 1 - 10 of 30 Reviews Load More Reviews ## Exirio Popular Comparisons [Morningstar Direct vs Exirio](https://www.softwareadvice.com/compare/496886-Exirio/vs/526658-Morningstar-Direct/) ## See what companies are saying about Software Advice