Elysys vs Escali Comparison

You are looking for alternatives to Elysys. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
Go back to Elysys
Financial reporting system

Elysys

Category
Consolidated Reporting

Developed by the Monaco-based company that pioneered Microsoft's next-generation ERP application, Elysys is a secure, cost-effective, scalable and integrated enterprise software for financial services organizations. It serves global, mid-market treasury and investment management professionals working under several regulatory and compliance frameworks.

Read more

Escali

Category
Consolidated Reporting

Norway based Escali is a provider of software solutions to family offices, asset managers, pension funds and insurance companies. Escali Financials is scalable, cost effective and cloud-based and includes Portfolio Management, Risk Management, Treasury Management and Consolidated Reporting. Integrated with more than 50 ERP-systems and data providers such as Bloomberg, Refinitiv, Nordic Trustee and Infront.

Read more
Company
Employees

11-50

Revenue

-

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


11-50


-


2002


  • Owned by management
  • Key staff also have ownership


Norway


  • Bergen
  • Oslo


  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom


$12Bn


-

Client
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


Multi family offices


  • Individual Wealth Owners
  • Financial advisors
  • Banks
  • Fund Managers


+100

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


  • Consolidated Reporting
  • Portfolio Management
  • Treasury Management
  • Risk Management
  • Governance
  • Compliance
  • Impact/ESG Reporting


  • Cloud-based 
  • Dynamic and flexible dashboards and reports 
  • Performance and strategy monitoring 
  • Seamless 2-way integration to data terminals 
  • Use AI to read and import contract notes 
  • Electronic contract notes available in the system
  • Access control to features and reports 
  • Automatic interest fixing on interest bearing instr.
  • Seamless integration to ERP-systems 
  • Handles all types of asset classes


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • AML
  • KYC
  • Regulatory Reporting


Yes

Technology
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


  • SaaS
  • Serviced Software


  • Microsoft operates physical and SQL servers 
  • Microsoft backup and Escali additional backup 
  • Authentication with username and password 
  • 2-factor authentication 
  • Anually security audited 
  • All traffic is encrypted with SSL based encryption 
  • Dedicated SQL instances per customer 
  • Individual data and software areas per customer 
  • Automatic monitoring of login attempts


Microsoft


  • Office 365 security integration 
  • Power BI integration 
  • Bloomberg integration 
  • Infront integration 
  • Refintiv integration 
  • Fixrate integration 
  • Bank integrations (approximately 120)
  • ERP integrations (approximately 50 formats)
  • Excel integrations 
  • CSV-/txt-file integrations 
  • Settlement integrations


No

Simple solutions for complex times.