Exirio logo

Description

Exirio is a comprehensive wealth and portfolio tracking application available on desktop, iOS, and Android. It empowers investors to consolidate all their investments – from stocks and bonds to cryptocurrencies – in one secure location. With a...

Use Cases

Key Features

  • Data Import/Export
  • Investments Tracking
  • Performance Metrics
  • Bonds/Stocks
  • Mobile Access
  • Real Estate

Made For

Industries

  • Financial Services
  • Investment Management
  • Wealth Management
  • Personal Finance

Supported Platforms

  • Web
  • Mobile

Pros

  • Comprehensive portfolio tracking across multiple asset classes and institutions
  • Automated data import eliminates manual data entry and errors
  • Robust performance reporting provides clear insights into investment returns
  • Secure platform with features for sharing access with advisors
  • Cross-platform availability (desktop, iOS, Android) ensures accessibility

Cons

  • Reliance on API connections means data accuracy is dependent on third-party providers
  • Potential for limited support for less common or niche financial institutions
Year Founded
2010
HQ Location
London, UK
LinkedIn
51-200 employees
@exirioapp
2K-5K followers

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Current average rating is based on research conducted at Exafol

Frequently Asked Questions