Exirio

API—OSS—FREE—DOCS4/5
EX6.1#46 of 81
outWeb—Windows—Mac—LinuxoutAndroidoutiOS

Ranked in Portfolio Management Software ·Free trial

About

Exirio is ranked #46 of 81 in portfolio management software on Inferse, made by Exirio (Dover, Delaware, USA). It runs on Android, iOS, Web. A free trial is offered.

Compared on portfolio management software

Free plan
Yesexirio.com
Asset class coverage
multi_asset_alternativesexirio.com
Performance reporting
Yesexirio.com
Allocation analysis
Yesexirio.com
Risk analysis
Yesexirio.com

Facts

Product
Exirio describes itself as a wealth management app for tracking investments in any currency.exirio.com · 3 Oct 2026
Assets
Users can add and track assets including stocks, crypto, real estate, funds and luxury goods.exirio.com · 3 Oct 2026
Currencies
The pricing page lists currency flexibility across 40+ currencies.exirio.com · 3 Oct 2026
Performance
Exirio provides detailed performance metrics and comparable metrics across investments.exirio.com · 3 Oct 2026
Automatic updates
The pricing page lists automatic price updates for public instruments, crypto and foreign exchange.exirio.com · 3 Oct 2026
Connections
Exirio says it connects with more than 12,000 banks and brokers and automatically imports and updates transactions, portfolios and performance.exirio.com · 3 Oct 2026
Integration providers
Exirio says it works with Plaid, Vezgo and Flanks to connect bank, broker and crypto accounts.exirio.com · 3 Oct 2026
Access sharing
Users can grant others view, edit or emergency access to their account.exirio.com · 3 Oct 2026
Platforms
Exirio says it is available as a web app and mobile apps for iOS and Android.exirio.com · 3 Oct 2026
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.exirio.com · 3 Oct 2026
Privacy
Exirio says it enforces GDPR, does not sell user data, and lets users download and export uploaded information.exirio.com · 3 Oct 2026
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.exirio.com · 3 Oct 2026
Support
The benefits page advertises 24/7 support, while Premium includes priority support.exirio.com · 3 Oct 2026
Intended users
The Institutional plan is tailored for financial advisors and asset managers.exirio.com · 3 Oct 2026

Company

Founded
2020exirio.com · 28 Sept 2026
Headquarters
Dover, Delaware, USAexirio.com · 28 Sept 2026

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Where it ranks on Inferse

Sources