+
+

Related Products

  • QUODD
    1 Rating
    Visit Website
  • SBS Banking Platform
    29 Ratings
  • Framnex
    1 Rating
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Finastra LaserPro
    2 Ratings
    Visit Website
  • Xero
    6,132 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • Sumsub
    235 Ratings
    Visit Website
  • AnalyticsCreator
    46 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website

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

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

Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.

Audience

Wealth management firms

Support

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online 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 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Alternatives

No Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
FundCount

FundCount

FundCount Americas
The Archway Platform

The Archway Platform

SEI Family Office Services

Categories

Data Integration 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 Supported
Microsoft Power BI Not Supported

Integrations

Microsoft Dynamics 365 Business Central Supported
Microsoft Power BI Supported
Claim Elysys Financial Gateway and update features and information
Claim Elysys Financial Gateway and update features and information
Claim Elysys Wealth and update features and information
Claim Elysys Wealth and update features and information