Bourgeois Bohème vs Elysys

You are looking for alternatives to Bourgeois Bohème. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Bourgeois Bohème

Accounting

BOBO Famex™ is a private financial and lifestyle platform designed for high-net-worth families and the trusted people around them. Built by two leading European family offices, BOBO was created to solve the everyday complexity that comes with managing wealth across multiple homes, people, and responsibilities.

Elysys

Consolidated Reporting

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.

Founded

2018

Headquarters

Lithuania

Team Size

11-50 employees

Global Reach

While headquartered in Lithuania, BOBO Famex™ operates with a cross-border footprint and serves clients across key HNW hubs globally. The platform is designed to support families and family offices operating in multiple jurisdictions and currencies.

Top 5 Markets

United Kingdom
Germany
France
Sweden
Finland

Ownership

Privately owned by management
Backed by external investors (non-client, non-staff)

News and PR

Social Channels

–

1999

Owned by management
External investors (neither clients nor staff)

Monaco
New York

London
Montreal
Hong Kong
Dubai
New York

Monaco
Switzerland
United Kingdom
Canada
Dubai

$200 billion

$2 billion

Client

Primary

Individual wealth owners
Single-family offices
Multi-family offices

Secondary

Private banks
Fiduciary & advisory firms
Private schooling, real estate & property management companies

Single-family offices

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

50 single and multi-family offices

Product

BoBo Essentials

Structure and simplify daily financial operations
Delegate spending securely to staff and household teams
Empower trusted individuals without compromising control and oversight
Enable financial independence for children within clear limits and parental controls
Manage lifestyle and payments through one secure hub
Streamline approvals and reduce back-and-forth admin
Consolidate oversight across properties, people, and accounts
Centralise documentation supporting household expenditure

Users

Family offices
Principals and family members
Household staff and assistants
Professional advisors and external partners

Top Features

Family & Staff Wallets
Instant Wallet Transfers
Customised Spending Controls
Authorised Access Management
Control Hub (Overview, Reporting, Reconciliation, Invoice Docs)
Delegated Payments
Wallets for Younger Family Members
Payment Cards
Payment Devices and Wearables
Unmatched Limits
Streamlined Digital Onboarding
24/7 Human Support
Dedicated Compliance Team
Lifestyle Assistance & Global Concierge
Exclusive Global Events
Preferential Travel Benefits

Reporting & Control

Real-time spend visibility
Transaction overview
Invoice and document storage
PDF & CSV data export
Role-based access for advisors, accountants, and PAs
Detailed user audit reports

Security and Technology

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Use Cases

- BOBO provides tailored financial solutions for high-net-worth families, managing household expenses and urgent personal requests with a focus on security and efficiency.
- Click here to explore.

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

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

All assets are supported

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

Technology

Security

Available on iOS and Android
Cloud-native architecture (GDPR compliant)
Apple Pay, Google Pay, Fitbit, and Garmin Pay compatible
PCI DSS and ISO 27001 compliant
White-label ready
Secure, cloud-based hosting
End-to-end encryption across all transactions and document exchanges

Type Of Software

SAAS

Integrations

Not at present

Mobile App

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

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Bourgeois Bohème vs Elysys

You are looking for alternatives to Bourgeois Bohème. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.