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Elysys

Elysys

Complete front-to-back investment accounting and portfolio management on Business Central

Monaco
Founded 1999
Technology Providers

Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.

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About Elysys

Elysys is a secure, scalable and integrated enterprise software for wealth management professionals working under several regulatory and compliance frameworks.

Elysys is a technology specialist in the wealth management and structured finance space. Elysys is the company that pioneered the use of Microsoft’s next-generation ERP applications in the financial services sector, with a vision to bring the most innovative, comprehensive and cost-effective value proposition to the global family office industry.

More Details

AttributeDetails
CategoriesAccounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, Portfolio Management, Risk Management
FeaturesCustom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App
Target SegmentsMulti-family office, Single-family office

What Elysys’s clients say

We highly recommend the Elysys solution and also highly recommend Elysys as a support partner. They have fitted around our hours of business and our unique and specific needs. Elysys continue to provide support as required and we value their contribution to our continuing success.

Chief Executive, Reo National Trust, NZ

Insights from Elysys

What does it mean when clients say they want a 'one-click family office'?

Since the early 2000s, Elysys has been focused on simplifying wealth management for family offices, offering automated solutions for everything from accounting and reporting to integrations. Recently, a new client request has emerged: a "one-click family office" solution. In this article, Simple interviews Max Wattel of Elysys to delve into this concept and explore his insights on the future evolution of wealth management for family offices.

Family office software: Forging successful partnerships

To gain valuable insights about successful partnerships between software providers and family offices, Simple interviewed Max Wattel, Managing Director of Elysys Financial Systems.

Documents

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At a Glance

Deployment

Cloud (Microsoft Dynamics 365 / Azure) + on-premises

Security

Inherits Microsoft SOC 1/2, ISO 27001, ISO 27701, ISO 42001; CfMD certified

Data Hosting

Client-selectable Azure region (US or EU)

Custodian Feeds

Direct custodian/broker gateway; Bloomberg, Refinitiv, SIX, Xignite, EDI named

Asset Classes

All asset classes

AI Capabilities

Microsoft Copilot-powered AI agents for workflow automation

Contact

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Featured in

Family Office Software & Technology Report 2025

Locations

Hong KongLuxembourgMonacoSwitzerlandUnited Kingdom

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