Elysys
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
Elysys is a technology specialist in the treasury 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 for the global, mid-market, financial services organizations. Our mission is to help our clients achieve their long-term business objectives by providing them innovative, intelligent business applications that help them run their entire business and deliver greater insights.
What sets Elysys apart?
"We leverage the power of the mighty Microsoft Dynamics 365 Business Central platform to bring sustainable advantage for the delivery of highly specialized treasury management applications."
Max Wattel
Product
Get an overview of what this software does.
Main tasks
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Data aggregation
- Risk management
- Impact/ESG reporting
Top features
- Portfolio aggregation
- Investment accounting
- Front, mid and back office workflow
- Holistic treasury management
- Loans accounting
- Risk and compliance
- Performance calculation/attribution
- Regulatory reporting, reporting database
- Microsoft Azure security framework
Assets supported
- Bankable assets
- Private equity
- Real estate
- Rare collectibles
Compliance
- GDPR
- MiFID II
Whitelabel
- No
Type Of Software
- SaaS
- Fully Standalone
Security
- Platforms are audited by external auditors each year against industry guidelines and best practices.
Ecosystem
- Microsoft
Integrations
- Microsoft
- Dynamics 365 Business Central platform
- Office 365
- Power BI and Power Apps
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
- Bank account reconciliation using electronic bank statements
- Portfolio positions checks reports
- Balance sheet movements checks reports
Time to new custodian
- 1–20 days depending on formats
Multi-currency
- Users can set multiple base currencies
- Users can separate holding level gain/loss from currency gain/loss, based on transaction data
Cost structure
- Seat based
- Custodian use based
- Feature based
Average cost p.a.
- Prices start at $10k
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 11–50
Founded
1999
Ownership
- Owned by management
- External investors (neither clients nor staff)
Incorporated
- Monaco
Locations
- London
- Montreal
- Hong Kong
Top 5 Markets
- Luxembourg
- Hong Kong
- Monaco
- Switzerland
- United Kingdom
Total AUM
- $200 billion
Avg. AUM per client
- $600 million
Focus
Single-family offices
Serves also
- Individual wealth owners
- Multi-family offices
- Fund managers
- Banks
Number
- 28 SFOs
- 2 MFOs
- 2 banks
- 2 funds
- 10 others
Available upon request
Request ReferencesWhat Elysys' clients say?
"Elysys solutions have eased and automated our ability to manage our single and multi-family operations. Ultimately we can strive to give our clients the best financial services possible."
Doumit Abisaleh, CTIO at W&Cie, Geneva
Support & services
Learn what support and services you can expect
Support options
In person on site support
Dedicated contact
General contact mail or phone
Pricing of support
On use basis
Based on SLA
Onboarding
From project start to go-live it can take up to 6 months.
Most complex projects can take up to 9 months depending of data to be migrated across to the new system.
Customisation
We can provide software customisations around any part of our software.
The platform is flexible enough to allow software to be added or customised even in the cloud.
Bespoke development
Yes
Added services
Data entry
Software development
Wondering how Elysys compares to other companies?
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