# Exirio Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Exirio Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/231454/Exirio/ --- # Exirio Software Review 2026: Features, Integrations, Pros & Cons Last updated on February 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Exirio ## What is Exirio? Exirio is a portfolio tracking and wealth insight app. We take tracking to a new level: all your wealth aggregated in one place, and the information you need to accurately understand what you own, and how it is performing. Any asset, any currency, any device. For free Exirio is the first step to better investment decisions. ## What is Exirio used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 30 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Contact vendor for pricing Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Exirio?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.exirio.com/&name=Exirio) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Exirio 4.8 (30) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (30) Ease Of Use 3.9 (9) Value For Money 4.9 (26) Value For Money 4.0 (6) Customer Service 4.8 (26) Customer Service 4.4 (8) ## Exirio alternatives [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (252)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/253071/Trade-Ideas/) [Human Interest](https://www.capterra.com/p/230513/Human-Interest/) [4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/) Starting price $80.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/230513/Human-Interest/) Highest Rated [Avestor](https://www.capterra.com/p/10024787/Avestor/) [5.0 (9)](https://www.capterra.com/p/10024787/Avestor/reviews/) Starting price $600.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10024787/Avestor/) [View all alternatives](https://www.capterra.com/p/231454/Exirio/alternatives/) ## FAQs about Exirio Overview ### Which roles and teams benefit most from Exirio? Exirio is most used by executives, business owners, and managing partners who need a clear view of personal or business wealth across accounts. Consultants, managers, and advisors benefit from consolidated portfolio tracking, while project and sales leaders use it to monitor assets, performance, and financial decisions efficiently. Answer based on 30 reviews Overview ### What company size and industries is Exirio built for? Exirio is for self-directed investors and spreadsheet-based investment trackers, most often in small businesses at 47%, with Internet and Management Consulting each at 10%. It also serves enterprises at 33% and midsize companies at 20%, with some Real Estate users at 7%, primarily for investment management. Answer based on 30 reviews Features and Usability ### What are the key features of Exirio? Exirio offers portfolio management, investments tracking, and financial analysis for investors, traders, and investment advisors. It also includes activity tracking, monitoring, performance metrics, risk management, and summary reports, plus data visualization, document storage, data import/export, mobile access, and an API for connecting investment data. Integrations ### Which third-party tools and platforms does Exirio integrate with? Exirio integrates with Flanks and Plaid for financial data connectivity. These two integrations connect Exirio to external account aggregation and data sources, supporting portfolio tracking and account visibility through third-party platforms. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Exirio offer? Exirio provides in-person training and live online sessions to help teams get started. In-person training supports direct, face-to-face instruction, while live online sessions provide guided training remotely for users who need structured setup and product walkthroughs. Getting Started and Support ### What customer support options does Exirio offer? Exirio provides email/help desk, FAQ/forum, a knowledge base, and 24/7 live rep support. Users report that support has been very helpful when contacted, with no major concerns raised. The available help options give customers multiple ways to find answers or reach support directly. Answer based on 1 reviews ## Features AI summary Based on 825 Investment Management reviews Capterra reviewers highlight these as the features buyers care about most when choosing investment management software: - **Performance Metrics** (**38%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**44%**) Exirio supports **Performance Metrics** and **Investments Tracking**, giving users a way to monitor portfolio results and keep holdings organized in one place. However, it does not offer **Reporting/Analytics**. Instead, it provides other important features that reviewers also value, including **Data Import/Export** (**38%**) and **Portfolio Management** (**39%**), which help businesses move financial data more easily and oversee asset allocation across accounts, allowing teams to track investments and review performance with better day-to-day visibility. Performance Metrics 4.7 (24) 58.33% of 24 reviewers that rated this feature as important or highly important A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Investments Tracking 4.8 (24) 62.50% of 24 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Data Import/Export 4.7 (23) 60.87% of 23 reviewers that rated this feature as important or highly important Import and export data to and from software applications Portfolio Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Bonds/Stocks 4.7 (23) 65.22% of 23 reviewers that rated this feature as important or highly important Purchase and track both bonds and stocks in the portfolio Mobile Access 4.8 (23) 69.57% of 23 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Exirio 11 features Application programming interface that allows for integration with other systems/databases Purchase and track both bonds and stocks in the portfolio Import and export data to and from software applications Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Used by financial advisors and money managers Used by retail investors and active traders/day traders Monitor capital allocation and asset prices over time Access software remotely via mobile devices A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Features 4.7 (30) 4.7 Based on 30 reviews ## Pricing Value for money 4.9 (26) Value for money 4.9 (26) 4.9 Based on 26 reviews ## Integrations [ Plaid](https://www.capterra.com/p/174384/Plaid/) ## Support, customer service and training options Customer Service 4.8 (26) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (26) 4.8 Based on 26 reviews ## User reviews Overall rating 4.8 Based on 30 reviews Filter by rating 5(25) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent NB Nevena B. Senior flight attendant Aviation & Aerospace ### "Best wealth tracking app on the market" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 28, 2026 It is one place for me to track all my investments. I have clear overview of how are my properties, bonds, crypto and several personal valuable items performing in different currencies throughout the time. Pros User friendly interface and amazing support team which readily assist with all my queries. Thanks to Exirio I have better insight in my finances and I can optimize planing for my future. Cons In the beginning, I was early user, there were few glitches, but app and desktop version got promptly updated. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LG Laura G. Head Financial Services ### "Very intuitive interface" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 31, 2024 Pros User experience. Broad coverage. Powerful budget and tracking features Cons I would love it to offer execution capabilities Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Aparajita M. Projects Lawyer Construction ### "I use it like I use Instagram" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 20, 2024 You make wealth management look sexy, and does the dirty details for me! Pros As a full time working mother, I struggle with time. I often feel guilty for not investing enough time in money management. Keeping track of my portfolio is quick and simple with Exirio, and receiving a brief summary of my gains and losses is really useful. It improves my trading abilities in realtime by providing me with exactly what I need (no data dump) in few clicks, and relieves the burden of figuring out an Excel sheet—which I am not a fan of (no offense Microsoft!) Cons Exirio could do more in the integration space and expansion to more financial instruments and banks. It would be also good to see personalized alert options. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CS Costantino S. Entrepreneur Internet ### "easy to use and provide usueful metrics" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 14, 2023 Pros Very easy to try the product and use it. Recommended to track your wealth. Cons difficult to say, i would add some feature to directly invest from the platform Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AB Andrea B. General Manager Electrical/Electronic Manufacturing ### "The MUST have application for your investment tracking " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2022 I can plan my financials ahead of time, understand when and how I could retire or what could be my spending in future based on my current investments. Pros It does really consider all sort of investments and help you plan your future. Cons Still some data entry required, but improving constantly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DM Diego M. VP Supply Renewables & Environment ### "Excellent tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 19, 2022 Pros Overall view on assets, enabling agile decisions making process Cons Some fine tuning on small features that I trust will be addressed as part of tool development Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RD Robin D. CEO Insurance ### "Excellent platfom" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2022 Excellent experience, refreshing app. Pros Easy to use. I found it very user friendly especially and intuitive. Cons Wish it was integrated with banks in Italy Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 21, 2022 you will be able to connect Italian banks soon! And if you have any specific institution you would like to connect, send us the name(s) on support@exirio.com Thanks! Tarek S. Advisor Management Consulting ### "Great product to track all your wealth from one place" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2022 Pros Ability to truly consolidated all type of assets owned in once place, as well as liabilities, delivering an instant total value as well as blended returns over time. Cons No comments at this stage. The product has been rapidly progressing since I started using. Valuable features has been added continuously Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BM Ben M. CEO Packaging and Containers ### "Make things simple" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 19, 2022 Pros Interface made things simple to understand, quickly Cons No changes so far, happy with what I've seen. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User CEO Financial Services ### "Great product. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 19, 2022 Pros Just a great product. It’s UX is world class and it has a lot of functionality Cons I can’t think of anything material. I think knits a well designed product. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/231454/Exirio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Morningstar Direct vs Exirio](https://www.capterra.com/compare/231454-10027902/Exirio-vs-Morningstar-Direct)