Exirio

Exirio

Exirio is a free wealth management app that empowers users to effortlessly track investments across various asset classes—stocks, crypto, real estate, and more—in over forty currencies. With automatic updates from connected banks and brokers, it offers historical performance metrics, secure document storage, and collaborative access, ensuring peace of mind and clarity in financial management.

Top Exirio Alternatives

1

ZagTrader

ZagTrader empowers financial institutions with a robust, integrated platform designed for multi-market and multi-asset trading.

2

Investera Pro

Investera Pro is a multifunctional investment management platform designed to streamline fund workflows, generate insightful reports, and optimize document management across various asset classes.

3

Agilis Investment Management

The Agilis Investment Management Suite revolutionizes financial operations by automating Fund and Wealth Management processes.

4

ETNA Web Trader

ETNA Web Trader empowers broker-dealer businesses to launch swiftly with its turnkey SaaS solutions.

5

Family Wealth Guru

Family Wealth Guru offers a streamlined solution for Family Offices by delivering a real-time view of investment portfolios with minimal manual input.

6

Ventury Analytics

Equity Control simplifies cap table management for startups, enabling founders to efficiently oversee ownership structures while focusing on growth.

7

Fidas

It offers tailored digital participation records, enabling users to manage investments and portfolios transparently...

8

EquBot

By translating complex data into actionable insights, it helps insurance companies and investors achieve superior...

9

FINFOX Pro

This intelligent software integrates robust business logic and a consistent database, ensuring seamless omnichannel experiences...

10

Entrilia

Featuring powerful fund accounting, automated reporting, and an intuitive investor portal, it streamlines operations while...

11

First Rate Vantage

It streamlines deal flow management, partnership accounting, and investor reporting, enabling firms to enhance transparency...

12

Particeep Finstore

Banks and asset management firms leverage the Particeep Finstore to streamline subscription processes, driving increased...

13

Floodlight Invest

By analyzing each asset's emissions and performance, it uncovers specific challenges like fugitive emissions or...

14

CapIntel

It allows clients to grasp product choices and financial impacts easily, fostering trust...

15

Flow

It streamlines the investment lifecycle by offering integrated solutions for secure document sharing, digital onboarding...

Top Exirio Features

  • Multi-currency support
  • Automatic transaction updates
  • Performance history tracking
  • Collaborative account access
  • Emergency access option
  • Secure bank-grade encryption
  • Bulk data upload/download
  • Customizable performance metrics
  • Integration with banks and brokers
  • Free basic account access
  • Premium support availability
  • Social login options
  • Two-factor authentication
  • Wealth documents storage
  • Continuous feature improvement
  • User feedback prioritization
  • Investment comparison metrics
  • Detailed asset evaluation
  • Easy portfolio management
  • Cross-platform accessibility