Flanks vs Elysys
You are looking for alternatives to Flanks. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Flanks
Category
Advisors
Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.
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Elysys
Category
Fully Integrated Platform
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.
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Employees
100-500
Revenue
-
Founded
2019
Incorporated
-
Locations
- Barcelona
- Madrid
- Paris
Top 5 Markets
- France
- Spain
- United Kingdom
- Sweden
- Brazil
Total AUM
39B
Avg. AUM per client
-
Ownership
Owned by management
- 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
Banks
Secondary focus
- Banks
- Brokerages
- Custodians
- Exchange platforms
- Fund managers
- Individual wealth owners
- Investment & Financial Advisors (RIAs/IFAs)
- Multi-family offices
- Pension Plan Providers
- Single family offices
- Software and technology providers
-
Single-family offices
- Individual wealth owners
- Multi-family offices
- Fund managers
- Banks
- Trust companies
- 50 single and multi-family offices
Product
Main Tasks
- Advisors
- Artificial Intelligence
- Compliance
- Data
- Data Aggregation
- Portfolio Management
- Reporting
- Security & Risk
Top features
- Ability to Whitelabel
- AI Powered
- Consolidated View
- Custom Reports
- Data Ingestion
- Full Multi-Currency Support
Assets supported
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Fund
- Cash & Equivalents
- Commodities
- Cryptocurrency
- Developing Markets Fixed Income
- Digital Assets & Crypto Currency
- Lifestyle Assets & Rare Collectibles
- Equities
- Direct Private Equity
- Real Estate
- Hedge Funds
- Gold & Precious Metals
- Private Debt
- Insurance
- Private Equity
- Fixed Income
- Private Equity & Direct Investments
- REITS
- Venture Capital
- Residential
- Private Equity Funds
- Real Estate
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
Ecosystem
-
Integrations
We are prepared to integrate with our client systems
Mobile App
No
-
- 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