• Software Categories
    View All
  • Company
    About UsVendors
Software Advice Logo
Home

/

Investment Management Software

/

Exirio

Overview

Exirio 2026: Benefits, Features & Pricing

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.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Exirio
Exirio
4.8
(30)

Pricing

Pricing available upon request

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 Screenshots

0
0
1

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
    Plaid

    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?

    DM

    Diego M.

    Verified reviewer

    Renewables & Environment

    5001-10000 employees

    Used daily for free trial

    Reviewed April 2022

    Excellent tool

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Functionality
    icon
    Pros:
    Overall view on assets, enabling agile decisions making process
    Cons:
    Some fine tuning on small features that I trust will be addressed as part of tool development

    Read More

    TK

    Tarek K.

    Verified reviewer

    Automotive

    11-50 employees

    Used daily for free trial

    Reviewed April 2022

    Great service

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Ease of use and the way it connects everything
    Cons:
    Missing features that I would like them to add in the future

    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
    icon
    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

    CS

    Costantino S.

    Verified reviewer

    Internet

    2-10 employees

    Used weekly for less than 12 months

    Review source

    Reviewed February 2023

    easy to use and provide usueful metrics

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Very easy to try the product and use it. Recommended to track your wealth.
    Cons:
    difficult to say, i would add some feature to directly invest from the platform

    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
    icon
    Pros:
    It´s very simple and trully accesible, fast view
    Cons:
    Crypto fields didn´t really works properly but it was fixed

    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
    icon
    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
    icon
    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
    icon
    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

    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
    icon
    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
    icon
    Pros:
    Ease of use Graphs Tracking of investments Organization
    Cons:
    The interface is too dark - prefer light background with colorful application

    Read More

    Showing 1 - 10 of 30 Reviews
    Load More Reviews

    Popular Exirio Alternatives

    Main Product
    Exirio

    Exirio

    4.8
    (30)

    Ratings Breakdown

    • 4.83Ease of use
    • 4.88Value for money
    • 4.85Customer support
    • 4.67Functionality

    Pricing

    Available upon request

    Alternative Product
    Morningstar Direct

    Morningstar Direct

    4.1
    (154)

    Ratings Breakdown

    • 3.77Ease of use
    • 3.89Value for money
    • 4.18Customer support
    • 4.30Functionality

    Pricing

    Available upon request

    See Full Comparison
    Alternative Product
    ICONOMI

    ICONOMI

    4.5
    (44)

    Ratings Breakdown

    • 4.66Ease of use
    • 4.30Value for money
    • 4.11Customer support
    • 4.25Functionality

    Pricing

    Available upon request

    See Full Comparison
    Alternative Product
    Human Interest

    Human Interest

    4.0
    (32)

    Ratings Breakdown

    • 4.09Ease of use
    • 3.74Value for money
    • 3.71Customer support
    • 3.97Functionality

    Pricing

    Starting at $80.00 per month

    Alternative Product
    WOWS Investment Portal

    WOWS Investment Portal

    4.7
    (97)

    Ratings Breakdown

    • 4.63Ease of use
    • 4.57Value for money
    • 4.33Customer support
    • 4.59Functionality

    Pricing

    Starting at $249.00 per month

    Alternative Product
    DealCheck

    DealCheck

    4.8
    (38)

    Ratings Breakdown

    • 4.76Ease of use
    • 4.77Value for money
    • 4.50Customer support
    • 4.76Functionality

    Pricing

    Available upon request

    See what companies are saying about Software Advice