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
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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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

  • $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
Simple solutions for complex times.