Elysys
Complete front-to-back investment accounting and portfolio management on Business Central
Elysys is a secure, scalable and integrated enterprise software for treasury and investment management professionals working under several regulatory and compliance frameworks.
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About Elysys
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.
More Details
| Attribute | Details |
|---|---|
| Categories | Accounting, Compliance, Consolidated Reporting, CRM, Data Aggregation, Fully Integrated Platform, Portfolio Management, Risk Management |
| Features | Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App |
| Target Segments | Multi-family office, Single-family office |
What Elysys’s clients say
“We highly recommend the Elysys solution and also highly recommend Elysys as a support partner. They have fitted around our hours of business and our unique and specific needs. Elysys continue to provide support as required and we value their contribution to our continuing success.”
Chief Executive, Reo National Trust, NZAt a Glance
Deployment
Cloud (Microsoft Dynamics 365 / Azure) + on-premises
Security
Inherits Microsoft SOC 1/2, ISO 27001, ISO 27701, ISO 42001; CfMD certified
Data Hosting
Client-selectable Azure region (US or EU)
Custodian Feeds
Direct custodian/broker gateway; Bloomberg, Refinitiv, SIX, Xignite, EDI named
Asset Classes
All asset classes
AI Capabilities
Microsoft Copilot-powered AI agents for workflow automation
Contact
Visit WebsiteFeatured in
Family Office Software & Technology Report 2025
Locations
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