Exirio vs Morningstar Office
Exirio
exirio.com
Morningstar Office
morningstar.comSide by side
| Figure | Exirio | Morningstar Office |
|---|---|---|
| Price from | $7.42/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| Plans published | 5 | 1 |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.1 (#21) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 1984 |
| Free plan | Yes | No |
| Headquarters | Dover, Delaware, USA | Chicago, Illinois, United States |
| Performance reporting | Yes | Yes |
| Privacy | Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information. | Morningstar says it does not sell personal information and limits outside sharing to specified cases such as user requests, service providers, or legal obligations. |
| Risk analysis | Yes | Yes |
| 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. | Morningstar says it uses physical, technical, and procedural safeguards and encryption in transit; its public Office privacy statement does not detail specific security controls. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | The Office privacy statement lists [email protected] and (866) 215-2503 for support requests to permanently delete an Office profile or database information. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
In their own words
Morningstar Office
Morningstar Office has no write-up on Specifiction yet; its figures are above.