Exirio Review
OUR SCORE 80%
- What is Exirio
- Product Quality Score
- Main Features
- List of Benefits
- Awards Section
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Exirio?
Exirio is a wealth insight platform that enables you to track and manage your finances. You can use this platform to monitor all your investments, cash, and loans to help you keep track of your financial wealth. This platform also enables you to visualize your data, which can assist you in making better investment decisions. To help you understand your data better, Exirio enables you to grant third-party access so that your financial advisor or other relevant parties can access, edit, or help you manage your finances. You can also choose to implement user role permissions to ensure your security and protect your financial information. Exirio offers bank-grade security and implements GDPR regulations to further protect your data. The vendor also provides 24/7 support should you encounter any issues with the platform.Product Quality Score
Exirio features
Main features of Exirio are:
- Wealth Tracking
- Multi-Currency
- Multi-Asset
- Performance Metrics
- Bank and Broker Connections
- Performance Comparison
- Data Upload
- Third-Party Access Customization
- Emergency Access
Exirio Benefits
The main benefits of Exirio are multi-currency and multi-asset support, actionable analytics, and secure multi-device support.
Multi-Currency and Multi-Asset Support
Exirio offers multi-currency and multi-asset support to help you track and monitor all data in relation to your wealth. Through this platform, you can manage your real estate, cryptocurrencies, and luxury assets, among others. You can also keep track of your cash accounts, loans, and stocks. Additionally, you can connect the platform with banks and brokers to upload your transactions and portfolios. This data can then be accessed and edited as needed either by you or your financial advisor. You can also give access to your beneficiaries.
Actionable Analytics
Exirio generates actionable analytics to help you visualize your financial information and make better investment decisions. You can use this platform to get your total net worth based on the data you uploaded. You can also get information on performance metrics, such as total gain, 30-day growth, MWR, and TWR, among others.
Secure Multi-Device Support
Exirio provides multi-device support to enable you to monitor your financial health through the web or mobile app. You can also improve your security by implementing two-factor authentication and user-based role permissions. This platform also implements bank-grade security and GDPR regulations to protect your data and privacy.
Awards Section
- Great User Experience Award
- Rising Star Award
Technical Specifications
Devices Supported
- Web-based
- iOS
- Android
- Desktop
Customer types
- Small business
- Medium business
- Enterprise
Support Types
- Phone
- Online
Exirio Integrations
The following Exirio integrations are currently offered by the vendor:
No information available.
Customer Support
Pricing Plans
Exirio pricing is available in the following plans:
