Elysys is a family-office platform that brings wealth management, accounting, bill pay, cash flow, and investment management into one system. It covers real estate, businesses, investments, and trusts held across multiple entities or jurisdictions. Portfolio tools include order books, deal flow, performance and risk analysis, benchmarks, and investment mandates. Accounting features cover general-ledger and investment accounting, receivables, tax and regulatory reporting, asset tracking, and consolidation. Country-specific settings address tax, accounting, reporting, language, and currency needs, with intercompany transaction support. Elysys Analytics aggregates financial data into dashboards and reports, including performance, risk, ESG, and scenario analysis. The platform is built on Microsoft Dynamics 365 Business Central, with apps published through Microsoft AppSource. It describes connections to custodian banks, brokers, financial data providers, EDI, and data aggregators. Deployment options include on-premises, private cloud, and Business Central SaaS. Elysys says data is encrypted in transit and at rest, and customers can choose US or EU data regions and export their data. It is available for Android, iOS, macOS, Windows, web, and self-hosted use. Pricing is on request.
Who it is for
Elysys suits family offices that need to manage investments and accounting across multiple entities or jurisdictions. Its range of portfolio, reporting, and accounting functions may also fit organizations looking for a single system for those operations.
What is good
- Combines wealth management, accounting, bill pay, and cash flow.
- Covers assets across multiple entities and jurisdictions.
- Includes portfolio, accounting, and consolidated reporting tools.
- Offers on-premises, private cloud, and SaaS deployment.
- Customers can choose US or EU data regions.
What to know first
- Pricing is on request.
- Built on Microsoft Dynamics 365 Business Central.
- Implementation and support are described through a partner network.
Verdict
Elysys brings front-office investment functions and back-office accounting into one platform, with country-specific settings and multiple deployment choices. Teams should request pricing and consider the Microsoft Dynamics foundation and partner-led implementation model.
Compared on family office software
- Consolidated reporting
- Yes
- Investment accounting
- Yes
- Entity management
- Yes
- Document management
- Yes
- Workflow automation
- Yes
- Data import methods
- automated
