Private Wealth Systems vs Elysys

You are looking for alternatives to Private Wealth Systems. 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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Eton Solutions

Portfolio Management

USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.

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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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  • 100–500


  • $10 million+


  • 2015


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner


  • United States of America


  • Chapel Hill
  • Bangalore

Top 5 Markets

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

Total AUM

  • $450 billion

Avg. AUM per client

  • $1–20 billion

  • 100-500


  • 1977

Key staff also have ownership

United States of America

  • Pleasanton, CA
  • Bend, OR
  • Fresno, CA
  • Portland, OR
  • San Jose, CA
  • San Mateo, CA

United States of America




  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies


  • 390 families

Single family offices

  • Individual wealth owners
  • Multi-family offices
  • Endowments
  • Foundations
  • Software and technology providers

  • 17 single family offices
  • 2 multi-family offices
  • 3 foundations
  • 6 software

Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting

Top features

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality

Assets supported

  • All assets are supported on the platform


  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards


  • Yes

  • Accounting
  • Consolidated Reporting

  • Custom development service
  • Digital excellence
  • Visionary purpose
  • Custom reports

  • Cash & equivalents
  • Private equity
  • Direct private equity
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Residential



Type Of Software

  • SaaS


  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management


  • Microsoft


  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
  • Advisor Peak

Mobile App

  • Yes



  • Bill
  • Knowledger
  • Banking through Sage Banking Cloud
  • Credit Cards



Simple solutions for complex times.