Elysys vs Eton Solutions 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
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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Eton Solutions
Category
Consolidated Reporting
USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.
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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
- $200 billion
Avg. AUM per client
- $600 million
- 100–500
- $5–10 million
- 2015
- Owned by management
- Key staff also have ownership
- Clients are also owners
- External investors (neither clients nor staff)
- United States of America
- Chapel Hill
- Bangalore
- Canada
- United States of America
- $400 billion+
- $1–20 billion
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
- Single-family offices
- Multi-family offices
- Financial advisors
- Trust companies
- 26
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
- Accounting
- Consolidated reporting
- CRM
- Governance
- Compliance
- Portfolio management
- Data aggregation
- Risk management
- CRM
- Document management
- General ledger data
- Aggregation
- Partnership and trust accounting
- A/P – payments processing
- Consolidated reporting
- Portfolio management
- Client portal
- Risk management
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- GDPR
- SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards
- Yes
Technology
Type Of Software
- SaaS
- Fully Standalone
Security
- 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
- Azure world class security infrastructure and security monitoring operations
- Fort Knox Cyber Security
- Customer supplied encryption keys (CSEK)
- Native Azure AD integration
- Identity federation, single sign-on and multi-factor authentication
- Real time security incident and event management
- Microsoft
- Incoming bank feeds from many custodians and banks
- Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
- Integration with market data sources like Refinitiv APIs
- Yes
