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About

Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.

About

Elysys Wealth is a portfolio management and investment accounting solution for family offices and financial institutions managing complex portfolios and investment structures. Built natively on Microsoft Dynamics 365 Business Central, it supports equities, funds, bonds, derivatives, private equity, and alternative investments. Key features include automatic position aggregation, cash forecasting, custom reporting, and automated data feeds from banks and custodians. By connecting front-, middle-, and back-office processes with the underlying accounting environment, Elysys Wealth helps finance teams reduce manual reconciliation, simplify operations, and replace disconnected spreadsheets or separate portfolio systems. It provides a single Microsoft-based platform for managing investments, transactions, cash, reporting, and accounting data, giving teams a clearer and more consistent view of portfolio activity while supporting day-to-day investment and finance operations.

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 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

Audience

Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients

Audience

Wealth management firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

BridgeFT
United States
www.bridgeft.com

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
FundCount

FundCount

FundCount Americas
Assetmax

Assetmax

Fimax AMS
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Embedded Finance Supported
Wealth Management Supported

Categories

Family Office Supported
Hedge Fund Supported
Private Equity Supported
Wealth Management Supported

Hedge Fund Features

Compliance Management Supported
Contact Management Not Supported
Investor Accounting Supported
Investor Reporting Supported
P&L Calculation Supported
Partnership Accounting Supported
Performance Analysis Supported
Portfolio Analysis Supported
Portfolio Management Supported

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 Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Supported

Integrations

Microsoft Dynamics 365 Business Central Not Supported
Microsoft Power BI Not Supported
Plaid Supported

Integrations

Microsoft Dynamics 365 Business Central Supported
Microsoft Power BI Supported
Plaid Not Supported
Claim BridgeFT and update features and information
Claim BridgeFT and update features and information
Claim Elysys Wealth and update features and information
Claim Elysys Wealth and update features and information