Elysys vs Escali Comparison

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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.

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escali-logo

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.

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Company
Employees

  • 50
Revenue

-

Founded

1999

Ownership

  • Owned by management
  • External investors (neither clients nor staff)
Incorporated

  • Monaco
  • New York
Locations

  • London
  • Montreal
  • Hong Kong
  • Dubai
  • New York
Top 5 Markets

  • Monaco
  • Switzerland
  • United Kingdom
  • Canada
  • Dubai
Total AUM

  • $200 billion
Avg. AUM per client

  • $2 billion

  • 11-50

-


  • 2002

  • Owned by management
  • Key staff also have ownership

  • Norway

  • Bergen
  • Oslo

  • Denmark
  • Sweden
  • Norway
  • Finland
  • United Kingdom

  • $12 billion

-

Client
Focus

Single-family offices

Serves also

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

  • 50 single and multi-family offices

  • Single-family offices

  • Individual wealth owners
  • Financial advisors
  • Banks
  • Fund managers
  • Multi-family offices

  • 100+
Product
Main tasks

  • 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
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
  • 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
Assets supported

  • All assets are supported
Compliance

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

  • Native Azure AD integration
  • Includes Multi-factor authentication, SSL encryption 
  • Azure AD security policy strengthening and enforcement
  • Security Audits
Ecosystem

  • Microsoft
Integrations

  • 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
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.