Elysys Financial GatewayElysys
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Related Products
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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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About
An automated financial advisor platform that you can trust and customize! Wealthbot is based on open source principles and gives you total control over your wealth management solution. Save you and your company time, by using Wealthbot's automated customer on-boarding solution! Wealthbot has built an in-house, custom, automated rebalancing platform that helps you stay within your clients risk tolerance. Wealthbot has built a custom-made custodian integration. We let the big banks handle the cash as they have layers of physical and technical security controls. Develop your own custom portfolio models. Wealthbot gives you the ability to assign clients with a specific risk score, certain pre-built models of your choosing. Wealthbot uses the same 128-bit level of encryption that the banks use. Plus, clients’ assets reside with your custodian and are never directly handled by our system.
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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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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
Family offices, financial institutions, investment firms and finance teams working with multiple banks, custodians, brokers and financial data sources.
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Audience
Businesses searching for an open-source Wealth Management solution
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$99 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationElysys
Founded: 2006
Monaco
www.elysys.com
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Company InformationWealthbot
www.wealthbot.io
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AlternativesNo Alternatives
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Alternatives |
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Not Supported
Docker
Not Supported
Docusign
Not Supported
Google Cloud Platform
Not Supported
Microsoft Azure
Not Supported
Microsoft Dynamics 365 Business Central
Supported
Slack
Not Supported
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Integrations
Amazon Web Services (AWS)
Supported
Docker
Supported
Docusign
Supported
Google Cloud Platform
Supported
Microsoft Azure
Supported
Microsoft Dynamics 365 Business Central
Not Supported
Slack
Supported
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