
Elysys
Complete front-to-back investment accounting and portfolio management on Business Central
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Looking for a specific capability?
The Simple team is here to help you find the solutions best suited to your needs
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
| Attribute | Details |
|---|---|
| Categories | Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, Portfolio Management, Risk Management |
| Features | Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App |
| Target Segments | Multi-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, NZInsights 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
Sign in to view documents
Create a free account to access Elysys’s documents and full profile.
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
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
Compare
Alternatives to Elysys
Compare Elysys to similar providers side by side.

Archway
Technology Providers

Private Wealth Systems
Technology Providers

Ycharts
Technology Providers

WIZE by TeamWork
Technology Providers
Compare with another provider
Looking for other service providers?
Browse More Providers