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Self-directed investors and anyone using a spreadsheet to track their investments
Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.
I am having trouble understanding the risk analysis side of the software. It is difficult to analyze a "risk score" and to track if a client is on track with their set risk score.
This has been a great proposal tool that we have used with our clients, and the customizable proposal is very attractive.
It was confusing and complicated to use at first.
The support team at Hidden Levers, specifically those handling the chat support, has been outstanding in their responsiveness to any questions we had about the software.
I don't like the thumbnail icons and a lot of it just looks goofy.
Very positive and an excellent method for documenting fiduciary recommendations.
Lack of calculated fields. Don't know if a function of application or a setup choice.
This product is just what I have been looking for to help me manage all of my assets in one location.
Difficult to say, i would add some feature to directly invest from the platform.
Good product, easy to use, free to use, increasingly intuitive and the ongoing updates keeps it fresh and relevant.
There isn’t really anything to dislike, not very sure how to integrate with other product though.
Easy to use and comprehensive integration of asset classes.
Finance is complicated and Exirio is no exception. It takes some time to learn how to enter all the information.
Ease of use, and live data which is the most important.
Difficult to say but if really needed pehaps sitemap.
HiddenLevers
Top FeaturesExirio
HiddenLevers
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Exirio
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