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SPECIFICTION
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Exirio vs Investment Account Manager

Exirio

exirio.com

Investment Account Manager

investmentaccountmanager.com

Side by side

FigureExirioInvestment Account Manager
Price from$7.42/mo$159/mo
Free plan——
Free trialYesYes
Open source——
WebYes—
Windows—Yes
iOSYes—
AndroidYes—
Plans published52
Spec score · Portfolio Management Software8.5 (#11)7.7 (#50)
Founded20201985
Free planYesNo
HeadquartersDover, Delaware, USAMequon, Wisconsin, United States
Intended usersThe Institutional plan is tailored for financial advisors and asset managers.The company describes IAM as tools for independent investors managing one or several portfolios.
Performance reportingYesYes

Plans

Exirio

  • Starter$9 a month
  • Premium$28 a month
  • Starter$89 a year
  • Premium$275 a year
  • InstitutionalPriced on request

Exirio pricing →

Investment Account Manager

  • IAM4 Individual New Activation$159 a month
  • IAM4 Individual New Activation$159, paid once

Investment Account Manager pricing →

In their own words

Exirio

Exirio has no write-up on Specifiction yet; its figures are above.

Visit exirio.com

Investment Account Manager

Investment Account Manager has no write-up on Specifiction yet; its figures are above.

Visit investmentaccountmanager.com