Elysys vs FA 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
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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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FASolutions, family office software, portfolio management software, consolidated reporting software

FA Solutions

Category
Portfolio Management

Developed in Finland, FA Solutions is a cloud-based software platform with a modularized approach to various functions from accounting, consolidated reporting, risk management to Impact / ESG reporting. The scalable platform allows clients to select the features they need immediately, but with the functional coverage they need to grow as their businesses do.

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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

The company was founded in 1999, and since then they have successfully expanded its offices in 5 countries and a worldwide client base of more than 70 customers. This includes highly regulated markets in Asia, Europe, Africa, North America, and the Middle East.


The company is led by Juha Lehtonen, Founder & CEO.

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
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
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
Simple solutions for complex times.