Elysys vs Eton Solutions 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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Eton Logo

Eton Solutions

Category
Portfolio Management

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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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

  • 100–500

  • $10 million+

  • 2015

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner

  • United States of America

  • Chapel Hill
  • Bangalore

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

  • $450 billion

  • $1–20 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

  • Multi-family offices
  • Financial advisors
  • Trust companies

  • 390 families
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

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality

  • All assets are supported on the platform

  • 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

  • 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

  • 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
  • Bill.com
  • Advisor Peak

  • Yes
Simple solutions for complex times.