Elysys vs FA 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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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

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


50-100


-


1999


  • Owned by management
  • Key staff also have ownership

Finland


  • London
  • Helsinki
  • Stockholm
  • Riga

  • Norway
  • Singapore
  • Switzerland
  • United Arab Emirates
  • United Kingdom

$+100B


$500M-5B

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

Multi-Family Offices


  • Single-Family Offices
  • Fund managers
  • Financial advisors
  • Banks

70

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 (e.g. AML, KYC, regulatory reporting)
  • Portfolio Management
  • Trading (orders only)
  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting

  • Portfolio & Trade order management
  • Analytics
  • Compliance
  • Corporate actions
  • Fee management
  • Reconciliation
  • FA Client Front
  • Reporting
  • Accounting
  • Client Management

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

  • MiFID II
  • GDPR
  • AIFMD
  • UCITS

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


  • Layers approach
  • Two-factor authentication ISO Certified hosting partners
  • SSL encryption
  • 3rd party annual penetration test audit trail

  • Microsoft
  • Google
  • Java

  • MS Office
  • M2 wealth
  • Various custody connections
  • Bloomberg
  • MorningStar
  • Nasdaq
  • Calastone
  • Azure

Yes

Simple solutions for complex times.