Point vs Elysys
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Elysys
Category
Consolidated Reporting
Elysys is a secure, scalable and integrated enterprise software for wealth management professionals working under several regulatory and compliance frameworks. Elysys is a technology specialist in the wealth management and structured finance space. Elysys is the company that pioneered the use of Microsoft’s next-generation ERP applications in the financial services sector, with a vision to bring the most innovative, comprehensive and cost-effective value proposition to the global family office industry.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
- 50
–
- 1999
- Owned by management
- External investors (neither clients nor staff)
- Monaco
- New York
- London
- Montreal
- Hong Kong
- Dubai
- New York
- Monaco
- Switzerland
- United Kingdom
- Canada
- Dubai
- $200 billion
- $2 billion
Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
Single-family offices
- Individual wealth owners
- Multi-family offices
- Fund managers
- Banks
- Trust companies
- 50 single and multi-family offices
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
- 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
- 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
- All assets are supported
- GDPR
- MiFID II
- SOC2
- GAAP (UK, US, LUX, CH)
- ASPE
- No
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)
- SaaS
- Fully Standalone
- Native Azure AD integration
- Includes Multi-factor authentication, SSL encryption
- Azure AD security policy strengthening and enforcement
- Security Audits
- Microsoft
- 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
- Yes