Exirio

The product is a wealth management app that consolidates investments across asset types and currencies to track what is owned and how it is performing in one place. It is for individual consumers managing personal investments, including those with holdings in stocks, crypto, properties and loans across multiple currencies. It is delivered as a free app that automatically imports transactions and portfolios through connections to banks and brokers instead of manual spreadsheets, with options for third-party and emergency access.

Key features

• Multi-asset and multi-currency tracking
• Track key investment metrics
• Full performance history and return metrics
• Performance comparison across investments
• Connect to 12,000+ banks and brokers
• Automatic transaction and portfolio import
• Bulk data upload and download
• Investment document storage
• Third-party view or edit access
• Emergency access for trusted individual
• Bank-grade security