Mantle vs Elysys

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

Mantle

Artificial Intelligence

Mantle Portal simplifies the management of LP investments by consolidating information from all investor portals into a single centralized platform. The aggregation coupled with automation does the undifferentiated heavy lifting, freeing you to focus on strategic decisions. Get a clear, real-time Schedule of Investments, enabling deep portfolio analysis against market trends. Drive alpha with smarter, faster insights, and reduce operational costs.

Elysys

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.

Employees

11-50

Revenue

Founded

2022

Incorporated

Locations

Toronto

Top Markets

United States of America
Canada

Total AUM

Avg. AUM per client

Ownership

Owned by management
Key staff also have ownership
External investors (neither clients nor staff)

–

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

Multi-family offices

Secondary focus

Individual wealth owners
Single-family offices
Multi-family offices
Fund managers
Pensions
Endowments
Funds of funds

Single-family offices

Individual wealth owners
Multi-family offices
Fund managers
Banks
Trust companies

50 single and multi-family offices

Product

Main Tasks

Consolidated Reporting
Data Aggregation
Portfolio Management
Technology Provider

Top features

Custom Reports
Digital Excellence
Proven Agility

Assets supported

Alternatives
Private Equity
Private Equity & Direct Investments

Whitelabel

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

Technology

Type Of Software

SAAS

Integrations

SharePoint Integration

Mobile App

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