sign in
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Company
Facts about the company
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
$200b
Avg. AUM per client
$600m
Clients
Facts about the clients
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
What 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, W&Cie, Geneva
Product
Get an overview of what this software does.
The basics
Basics about the product
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
Download Detailed Feature ListTechnology
Look under the hood
Type Of Software
- SAAS
- Fully Standalone
Security
Our 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
Reporting-specific features
They handle reporting like this
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
From 1 to 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
Pricing & Co
Learn about the commercials
Cost structure
- Seat based
- Custodian use based
- Feature based
Average cost p.a.
Prices start at USD 10,000
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
Other companies that offer similar services
