Exirio
exirio.com
Spec sheet
- Product
- Exirio describes itself as a wealth management app for tracking investments in any currency.Read 3 Oct 2026 · exirio.com
- Intended users
- The Institutional plan is tailored for financial advisors and asset managers.Read 3 Oct 2026 · exirio.com
- Platforms
- Exirio says it is available as a web app and mobile apps for iOS and Android.Read 3 Oct 2026 · exirio.com
- Free plan
- YesRead 20 Sep 2026 · exirio.com
- Security
- The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest.Read 3 Oct 2026 · exirio.com
- Privacy
- Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information.Read 3 Oct 2026 · exirio.com
- Support
- The benefits page advertises 24/7 support, while Premium includes priority support.Read 3 Oct 2026 · exirio.com
- Headquarters
- Dover, Delaware, USARead 28 Sep 2026 · exirio.com
- Founded
- 2020Read 28 Sep 2026 · exirio.com
- Access sharing
- Users can grant others view, edit or emergency access to their account.Read 3 Oct 2026 · exirio.com
- Allocation analysis
- YesRead 20 Sep 2026 · exirio.com
- Asset class coverage
- multi_asset_alternativesRead 20 Sep 2026 · exirio.com
- Assets
- Users can add and track assets including stocks, crypto, real estate, funds and luxury goods.Read 3 Oct 2026 · exirio.com
- Automatic updates
- The pricing page lists automatic price updates for public instruments, crypto and foreign exchange.Read 3 Oct 2026 · exirio.com
- Connections
- Exirio says it connects with more than 12,000 banks and brokers and automatically imports and updates transactions, portfolios and performance.Read 3 Oct 2026 · exirio.com
- Currencies
- The pricing page lists currency flexibility across 40+ currencies.Read 3 Oct 2026 · exirio.com
- Infrastructure
- Exirio says it uses Google Cloud Platform or Amazon Web Services and that their data centers have certifications including ISO 27001 and SOC 2 Type II.Read 3 Oct 2026 · exirio.com
- Integration providers
- Exirio says it works with Plaid, Vezgo and Flanks to connect bank, broker and crypto accounts.Read 3 Oct 2026 · exirio.com
- Performance
- Exirio provides detailed performance metrics and comparable metrics across investments.Read 3 Oct 2026 · exirio.com
- Performance reporting
- YesRead 20 Sep 2026 · exirio.com
- Risk analysis
- YesRead 20 Sep 2026 · exirio.com
Plans and prices
Starter $9 a month $9/ month Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial Read 3 Oct 2026 · exirio.com
Premium $28 a month $28/ month Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividend tracking · technical and financial data for public securities · priority support · ad-free Read 3 Oct 2026 · exirio.com
Starter $89 a year $89/ year Save $19 Investments, cash and debts · 40+ currencies · 2,000-record history · one external institution connection · ad-supported · 30-day free trial Read 3 Oct 2026 · exirio.com
Premium $275 a year $275/ year Save $61 Investments, cash and debts · 40+ currencies · unlimited external institution connections · automatic dividends · priority support · ad-free Read 3 Oct 2026 · exirio.com
Institutional Priced on request Custom For financial advisors and asset managers · client wealth view · daily updates · customizable upon request Read 3 Oct 2026 · exirio.com
Where Specifiction places it
- Investment Tools#1 of 178.9
- Portfolio Management Software#11 of 818.5
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