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.

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What sets Elysys apart?

"Elysys enterprise applications provide a uniform user experience across all departments with a single sign-on. The Single Source Of Truth (SSOT) model eliminates the silos between accounting and investment management, better enabling users to make data-driven decisions."
Max Wattel


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
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance 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
  • CRM
  • Document management
  • General ledger / General Accounting
  • Budget
  • Aggregation of financial and non-financial assets
  • Partnership and trust accounting
  • Account payables and receivables
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Electronic banking
  • Direct secure connections to banks and brokers
  • Corporate management

Assets supported

  • All assets are supported


  • GDPR
  • MiFID II
  • SOC2
  • GAAP (UK, US, LUX, CH)
  • ASPE


  • No

Type Of Software

  • SaaS
  • Fully Standalone


  • Native Azure AD integration
  • Includes Multi-factor authentication, SSL encryption 
  • Azure AD security policy strengthening and enforcement
  • Security Audits


  • Microsoft


  • Dynamics 365 Business Central platform
  • Office 365, Power BI and Power Apps
  • Secure channels with banks and brokers
  • Bloomberg, Refinitiv, SIX, Xignite, EDI, etc..
  • European Central Bank
  • Bank of Canada
  • FED
  • Tradingview.com
  • Bills.com
  • Payment platforms

Mobile App

  • Yes

Type of data

  • Transaction level
  • Aggregated level
  • Multi-dimensional Cube


  • Electronic portfolio reconciliation
  • Electonic cash account reconciliation
  • Custom and flexible compliance rules


  • 40 custodians and brokers

Time to new custodian

  • Between 1 week and 4 months (no cost for R&D)


  • Base currency: Currency in which the entity is denominated
  • Portfolio currency: Currency in which the portfolio is denominated
  • Transaction currency: Currency for each transaction
  • Dual accounting for each transaction in base and portfolio currency
  • 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 $20k

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.


  • 50


  • 1999


  • Owned by management
  • External investors (neither clients nor staff)


  • Monaco
  • New York


  • London
  • Montreal
  • Hong Kong
  • Dubai
  • New York

Top markets

  • Monaco
  • Switzerland
  • United Kingdom
  • Canada
  • Dubai

Total AUM

  • $200 billion

Avg. AUM per client

  • $2 billion


Single-family offices

Serves also

  • Individual wealth owners
  • Multi-family offices
  • Fund managers
  • Banks
  • Trust companies


  • 50 single and multi-family offices

Available upon request

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What Elysys' 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

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


2 to 6 months


Elysys can provide software customisations for complex specific requirements.
The platform is flexible enough to allow software to be added or customised even in the cloud.

Bespoke development


Added services

Data entry
Software development
Project management
Data aggregation

Elysys Reviews

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FAQs about Elysys

What is Elysys?
Elysys offers consolidated financial reporting software.
What does Elysys do?
Elysys provides unified software solutions for financial service companies of varying sizes.
How much does Elysys cost?
Elysys’s pricing structure is either per seat, per custodian use, or per feature included.