CFO Family Reporting vs Elysys

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

CFO Family Reporting

Reporting

USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.

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.

Employees

0-10

Revenue

Founded

2021

Incorporated

Locations

United States of America

Top 5 Markets

Total AUM

Avg. AUM per client

Ownership

Owned by management

–

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

Focus

Individual wealth owners
Single-family offices
Multi-family offices

Secondary focus

Banks
Endowments
Foundations
Investment & Financial Advisors (RIAs/IFAs)
Multi-family offices
Pensions
Software and technology providers

Single-family offices

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

50 single and multi-family offices

Product

Main Tasks

Holistic View of Net Worth
24/7 Monitoring & Alerting
Document Storage & Management
Portfolio Analytics and Reporting

Top features

Family Communication Portal
Accounting, Tax and General Ledger
AI-Powered Automation
Global Financial Aggregation
Estate and Trust Management
Military Grade Security

Assets supported

Art & Collectibles
Direct Investments
Private Equity
Real Estate
Venture Capital

Assets supported

Alternatives
Art & Collectibles
Commodities
Cryptocurrency
Gold & Precious Metals
Hedge Funds
Infrastructure
Insurance
Music Royalty
Private Debt
Private Equity
Direct Private Equity
Private Equity Funds
Venture Capital
Real Estate
Commercial
REITS
Residential
Warehousing & Industrial
Bankable or Financial Assets & Funds
Cash & Equivalents
Digital Assets & Crypto Currency
Equities
Developed Markets
Developing Markets
Fixed Income
Developed Markets Fixed Income
Developing Markets Fixed Income
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Other
Private Equity & Direct Investments
Real Estate

White Label

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

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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CFO Family Reporting vs Elysys

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