DiliTrust SAS vs Elysys

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

DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

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

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

–

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

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Single-family offices

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

50 single and multi-family offices

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

Whitelabel

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

Type Of Software

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

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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