Elysys AnalyticsElysys
|
||||||
Related Products
|
||||||
About
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
|
About
Elysys Analytics is a business intelligence and reporting product for family offices, investment managers, finance teams, and business analysts using Elysys applications on Microsoft Dynamics 365 Business Central. It uses Microsoft Power BI to present investment, financial, and accounts-payable data through dashboards and structured reports. Standard reports cover investment positions, transactions, market values, gains and losses, trial balances, general-ledger activity, balance sheets, income statements, and vendor transactions. Users can explore data with filters and dimensions, extend analytical models, and create self-service views for performance, risk, ESG measures, scenario analysis, and consolidated group reporting. Its reporting layer draws on data across the Elysys platform, including portfolio and accounting information, to support analysis across entities and asset classes.
|
|||||
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
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Investors and anyone looking for a platform to invest and manage their investments
|
Audience
Family offices, wealth managers, institutional investors, investment firms and financial institutions managing complex, multi-asset portfolios and investment accounting
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationBlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
|
Company InformationElysys
Founded: 2006
Monaco
www.elysys.com
|
|||||
Alternatives |
AlternativesNo Alternatives
|
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Investment Management Features
Accounting Management
Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Not Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Not Supported
|
||||||
Integrations
Microsoft Dynamics 365 Business Central
Not Supported
Microsoft Power BI
Not Supported
|
Integrations
Microsoft Dynamics 365 Business Central
Supported
Microsoft Power BI
Supported
|
|||||
|
|
|