Elysys Wealth logo

Elysys Wealth

by Elysys · Since 2003
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ActiveAvailable globallyCloud
Quick facts
VendorElysys
Year launched2003
StatusActive
Location165 Queen Victoria Street, London, EC4V 4DD, United Kingdom
Countries servedGlobal
Languages9
Integrations1+
Free tier
Free trial
Contact salesYES

About Elysys Wealth

Elysys Wealth is a wealth management software from Elysys that provides a holistic solution for single and multi-family offices. It combines asset management, structured finance, and public sector capabilities so users can manage both simple and complex financial instruments effectively. using the scalability of Microsoft Dynamics 365 Business Central, Elysys Wealth supports straight-through processing from front to back, allowing users to solve their financial management challenges efficiently. This software includes features that cater specifically to the needs of family offices, making it suitable for both single and multi-family entities. Key capabilities: Single Family Offices Multi Family Offices Asset Management Structured Finance Public Sector Best for: family offices that need a comprehensive solution for managing diverse financial assets.

Elysys Wealth presents itself as a holistic solution meticulously crafted for the intricate needs of single and multi-family offices, leveraging the robust framework of Microsoft Dynamics 365 Business Central. At its core, this software aims to dismantle the fragmented ecosystems often found in wealth management, replacing them with a unified platform that integrates financial accounting, banking, security, and investment management. By harnessing the power of Microsoft’s ERP, Elysys Wealth delivers a blend of core financial functionalities and specialized treasury management applications. The promise of eliminating the ubiquitous Excel spreadsheets, keeping beneficial owners informed, and ensuring regulatory compliance is central to its value proposition. The user experience, inheriting the structure of Microsoft Dynamics 365 Business Central, provides a familiar interface for those already accustomed to the Microsoft ecosystem, promising a consistent and streamlined workflow across departments. The single sign-on feature and the ability to create customized dashboards and reports, with detailed drill-down capabilities, enhance data accessibility and user engagement. While the depth of features necessitates thorough training, the platform’s intuitive design is generally well-suited for financial professionals.

Pros & Cons

What users like
  • +Strong ERP Foundation: Built on Microsoft Dynamics 365 Business Central, ensuring stability and scalability
  • +Comprehensive Investment Management: Supports a wide range of financial instruments and asset types
  • +Automation & Workflow Optimization: Reduces manual processing time and improves efficiency
  • +Regulatory Compliance & Security: Provides tools for compliance reporting and internal security measures
  • +Global Custodian & Broker Connectivity: Enables seamless financial transactions and reconciliations
What users flag
  • No Transparent Pricing Information: Likely requires a consultation for pricing
  • Limited Marketplace Information: No clear mention of an app store or add-ons
  • Enterprise-Focused: May not be suitable for small businesses or individual investors
  • Potentially Complex for New Users: Extensive features may require significant training
  • No Clear Mention of AI/ML Features: Lacks reference to modern AI-driven analytics

Features

Key features

1. ERP Backbone
Built on Microsoft Dynamics 365 Business Central
2. Treasury Management
Manages cash flow, investments, and structured finance
3. Investment Management
Handles all asset types, including private equity, bonds, derivatives, and more
4. Automation
Automates workflows and processes across finance, investment, and compliance
5. Regulatory Compliance
Helps with compliance reporting and tracking beneficial owners
6. Multi-Entity Support
Consolidates financials across multiple family offices or investment entities
7. Data Aggregation & Visualization
Real-time data analytics, dashboards, and customizable reports
8. Integration with Custodians & Brokers
Direct connectivity for transaction processing

Additional features

1. Accounting & Financial Reporting
2. Investment Portfolio Management
3. Multi-Currency Support
4. Risk Analysis & Performance Tracking
5. Regulatory Compliance & Audit Trails
6. Secure Cloud & On-Prem Deployment
7. Custom Dashboards & Reports
8. Straight-Through Processing (STP) from Front to Back Office
9. Data Feeds from Custodians and Brokers
10. Automation of Investment & Treasury Processes

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
11
Billing currencies

Interface languages

EnglishFrenchSpanishGermanItalianPortugueseRussianMandarinJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇨🇭CHF🇨🇳CNY🇸🇪SEK🇮🇳INR🇸🇬SGD

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