About Exirio
Exirio is a modern wealth tracking platform designed for individuals who want a clear and private overview of their financial life.
Exirio Details
Vendor
Exirio - Exirio Technologies
Year Launched
2020
Location
Delaware, Ohio
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English, Spanish
Users
Investment Analysts, Portfolio Managers, Financial Advisors, Risk Managers, Compliance Officers.
Industries Served
Investment Management, Finance, Banking
Tags
Investment Management, Exirio Technologies, Financial Software, Portfolio Management, Risk Management, Asset Management
Exirio's In-App Market Place
Does Exirio have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Strong privacy-first approach avoids sensitive bank connections while still offering detailed financial visibility and control
- Supports a wide variety of asset classes including crypto, stocks, real estate, and custom investments
- Simple setup process makes it easy for beginners to start tracking wealth without technical expertise
- Provides a clean and intuitive dashboard for tracking diverse assets across multiple financial categories seamlessly
- Lack of direct bank and broker integrations increases manual effort for frequent portfolio updates
- Limited automation features compared to more advanced wealth management platforms available in the market today
- Minimal third-party integrations restrict connectivity with other financial or accounting tools users may rely on
- Advanced analytics and forecasting tools are relatively basic compared to enterprise-grade financial software solutions
Exirio's Support Options
Email Address
contact@exirio.com