Elysys Financial GatewayElysys
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Related Products
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About
Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.
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About
Elysys Financial Gateway is a financial data integration solution that connects the Elysys environment with banks, brokers, custodians and financial data providers. Built to reduce manual data handling, it automates the flow of financial information into the wider Elysys platform and Microsoft Dynamics 365 Business Central environment. The solution supports data such as bank statements, market prices, trade confirmations and corporate actions, helping finance and investment teams keep information current across multiple institutions. By normalizing incoming data and connecting external financial sources with portfolio management, accounting and reporting processes, Elysys Financial Gateway helps reduce manual entry, improve efficiency and support more reliable financial workflows. It is suited to family offices, financial institutions and investment organisations working with multiple banks, custodians, brokers and data sources
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Wealth advisory firms in search of a solution to consolidate, analyze, and report complex, multi-asset portfolios with built-in ESG insights
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Audience
Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAleta
Founded: 2006
United States
aleta.io
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Company InformationElysys
Founded: 2006
Monaco
www.elysys.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Integrations
Microsoft 365
Supported
Microsoft Dynamics 365 Business Central
Not Supported
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Integrations
Microsoft 365
Not Supported
Microsoft Dynamics 365 Business Central
Supported
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