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, family office software, portfolio management software, consolidated reporting software

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

$200b

Avg. AUM per client

$600m


100-500


$5-10m


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

$+300B


$1-20B

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

  • 12 SFOs
  • 6 MFOs
  • 1 Business Manager
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

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


  • 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.