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Exirio Overview

Exirio is an investment management software designed to help businesses and individuals manage their portfolios effectively. The platform offers tools for tracking investments, analyzing performance, and optimizing strategies based on real-time data. Exirio provides a wide range of features, including asset allocation, risk analysis, and tax optimization, helping users make informed decisions about their investments. The software also includes reporting tools that allow users to generate detailed performance reports, assess market trends, and monitor portfolio health. Exirio integrates with other financial tools, such as accounting and tax software, to provide a comprehensive investment management solution. Ideal for financial advisors, wealth managers, and individual investors, Exirio ensures that users can maximize returns while managing risk.

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Exirio Screenshot & Video

Contact Details

  • Vendor Name Exirio
  • Founded
  • Location United Arab Emirates

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Software, Construction, Financial Services, Leisure & Travel, Management Consulting, Travel & Tourism

Exirio Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Exirio Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • NA

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Exirio FAQs

Exirio is an investment management software designed to help businesses and individuals manage their portfolios effectively. The platform offers tools for tracking investments, analyzing performance, and optimizing strategies based on real-time data. Exirio provides a wide range of features, including asset allocation, risk analysis, and tax optimization, helping users make informed decisions about their investments. The software also includes reporting tools that allow users to generate detailed performance reports, assess market trends, and monitor portfolio health. Exirio integrates with other financial tools, such as accounting and tax software, to provide a comprehensive investment management solution. Ideal for financial advisors, wealth managers, and individual investors, Exirio ensures that users can maximize returns while managing risk.

  • Yes, Exirio offers a free version.

  • Yes, Exirio offers a free trial.

  • No, Credit Card details are not required for the Exirio trial.

  • No, Exirio does not offer an API.

  • Exirio offers support with the following options:
    • 24x7 Support , Email , Knowledge Base , FAQs/Forum

  • Exirio offers training with the following options:
    • In-person , Live Online

  • Exirio supports the following languages:
    • English

  • Following are the typical users of the Exirio:
    • Self-Employed , Small-Business , Midsize-Business

  • Exirio supports the following deployment:
    • Cloud Hosted

  • Exirio supports the following devices and operating systems:
    • Web-Based

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