+
+

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

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.

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 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

Businesses searching for an open-source Wealth Management solution

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

$99 per month
Free Version Not 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Elysys
Founded: 2006
Monaco
www.elysys.com

Company Information

Wealthbot
www.wealthbot.io

Alternatives

No Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth

Categories

Data Integration Supported

Categories

Wealth Management Supported

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

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
Claim Elysys Financial Gateway and update features and information
Claim Elysys Financial Gateway and update features and information
Claim Wealthbot and update features and information
Claim Wealthbot and update features and information