# Exirio Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Exirio the right Investment Management solution for you? Explore 30 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/231454/Exirio/reviews --- Exirio 4.8 (30) [View alternatives](https://www.capterra.com/p/231454/Exirio/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Exirio Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews JL Jennifer L Director of PhilanthropyNon-Profit Organization Management, 201 - 500 employeesUsed the software for: Less than 6 months. “As someone new to investing, I also appreciate the extensive documentation which includes explanations of various terms.“ June 16, 2021 AB Andrea B General ManagerElectrical/Electronic Manufacturing, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “It does really consider all sort of investments and help you plan your future.“ April 20, 2022 AP ALEXIS P Sales ManagerTelecommunications, 501 - 1,000 employeesUsed the software for: I used a free trial. “Ease of use, and live data which is the most important“ August 15, 2021 ## Showing most helpful reviews Showing 1-25 of 30 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Tarek S. Advisor Management Consulting Used the software for: 6-12 months ### "Great product to track all your wealth from one place" April 19, 2022 5.0 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 AM Aparajita M. Projects Lawyer Construction Used the software for: 6-12 months ### "I use it like I use Instagram" March 20, 2024 5.0 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 VR Verified Reviewer CEO Investment Management Used the software for: 6-12 months ### "Excellent investment tracker software" August 14, 2021 4.0 Pros Ability to have a one-stop view and tracking of investment portfolio Cons Still early in development but with lots of room to grow Review Source VR Verified Reviewer CEO Financial Services Used the software for: 1-2 years ### "Great product. " April 19, 2022 5.0 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 VR Verified Reviewer Freelance consultant Internet Used the software for: 6-12 months ### "Exirio is the most convenient and exhaustive wealth manager in the market" July 16, 2021 5.0 Pros I like the fact that you can track all your investments in one place. Cons On the Real Estate part, it is not straightforward to input the location Review Source AD Aurora D. Retired Computer Software Used the software for: 6-12 months ### "Best free app to track your wealth" July 9, 2021 5.0 I can track and understand all my wealth an investments in one place. I used to do that in a spreadsheet that required too much work to manage. Pros All the asset classes I need All the currencies I need Automatic updates of the value of my stocks and crypto Insightful metrics to understand the performance of my investments It's all free! Cons The interface can be a bit overwhelming for non-finance users Review Source PQ Paolo Q. Country Manager Food & Beverages Used the software for: 1-2 years ### "Very usefull app and easy to use!!" April 19, 2022 4.0 Pros Is the only app in which you can track all your wealth in one place. Cons Nothing specific,i found the app the easy to navigate and complete Review Source BE Bjorn E. MD & Partner Oil & Energy Used the software for: Less than 6 months ### "Very satisfied Exirio user" April 19, 2022 5.0 Very positive. Valuable and really like using it Pros Easy to use, all in one place financial portfolio management much above other solutions unused before Cons Few selected data requires manual updating Review Source DM Diego M. VP Supply Renewables & Environment Used the software for: I used a free trial ### "Excellent tool" April 19, 2022 5.0 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 TK Tarek K. CEO Automotive Used the software for: I used a free trial ### "Great service" April 19, 2022 5.0 Pros Ease of use and the way it connects everything Cons Missing features that I would like them to add in the future Review Source NB Nevena B. Senior flight attendant Aviation & Aerospace Used the software for: 2+ years ### "Best wealth tracking app on the market" March 28, 2026 5.0 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 CS Costantino S. Entrepreneur Internet Used the software for: 6-12 months ### "easy to use and provide usueful metrics" February 14, 2023 5.0 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 JB Josean B. CEO Market Research Used the software for: 6-12 months ### "Exirio feedback" July 15, 2021 4.0 Pros It´s very simple and trully accesible, fast view Cons Crypto fields didn´t really works properly but it was fixed Review Source RD Robin D. CEO Insurance Used the software for: Less than 6 months ### "Excellent platfom" April 19, 2022 5.0 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 Response from Exirio 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! AB Andrea B. General Manager Electrical/Electronic Manufacturing Used the software for: 6-12 months ### "The MUST have application for your investment tracking " April 20, 2022 5.0 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 JF Jasmin F. Head of Seller Growth & Success Internet Used the software for: Less than 6 months ### "It simply works!" August 9, 2021 5.0 Pros Exactly what I was looking for: simple & clear solution to track my finances spread across various currencies and investment methods! Cons All features are working well; but looking forward to the next releases! Review Source LG Laura G. Head Financial Services Used the software for: Less than 6 months ### "Very intuitive interface" March 31, 2024 5.0 Pros User experience. Broad coverage. Powerful budget and tracking features Cons I would love it to offer execution capabilities Review Source MH Marwan H. Managing Partner Management Consulting Used the software for: Less than 6 months ### "Exirio review " April 19, 2022 5.0 Pros What I liked most was Ease of use and multi currency Cons There isn’t really anything to dislike, not very sure how to integrate with other product though Review Source AL Amanda L. MD Health, Wellness and Fitness Used the software for: I used a free trial ### "Excellent app to track your assets " August 21, 2021 5.0 Pros Ease of use Graphs Tracking of investments Organization Cons The interface is too dark - prefer light background with colorful application Review Source FP Fabio P. CEO Leisure, Travel & Tourism Used the software for: Less than 6 months ### "Great interface and easy to use" August 15, 2021 4.0 Overall a good app with lots of potential Pros I love the fact that I can see in one place all my major investments Cons I would like for the integration to be available for crypto too Review Source AP ALEXIS P. Sales Manager Telecommunications Used the software for: I used a free trial ### "Check on the go" August 15, 2021 5.0 Pros Ease of use, and live data which is the most important Cons Difficult to say but if really needed pehaps sitemap Review Source hF helen F. Journalist Broadcast Media Used the software for: Less than 6 months ### "Info on the go" April 19, 2022 5.0 Pros Highly functional data gathering, and easy to display and digest. Cons Scope for further customisation perhaps? Review Source MH Marwan H. Managing Partner Management Consulting Used the software for: Less than 6 months ### "Exirio review " August 14, 2021 5.0 Pros Easy to use and comprehensive integration of asset classes Cons There isn’t really a feature I disliked Review Source NF Nick F. Development Manager Real Estate Used the software for: 6-12 months ### "Great product" August 14, 2021 5.0 Good product, easy to use, free to use, increasingly intuitive and the ongoing updates keeps it fresh and relevant. Pros Intuitive, easy to use, continually evolving to add new features. Like it. Cons No cons - I just need to sit down and migrate data from my own excel sheet into the platform. Review Source AA Ahmed A. Regional Head Tobacco Used the software for: Less than 6 months ### "Great Experience " August 14, 2021 5.0 Pros The Consolidation and easy access software Cons I think it is a great tool to track assets and investment Review Source Similar Products Featured