Audience
Wealth management firms
About Elysys Wealth
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.
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Pricing
Free Version:
Free Version available.
Integrations
Company Information
Elysys
Founded: 2006
Monaco
www.elysys.com
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Product Details
Platforms Supported
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Elysys Wealth Frequently Asked Questions
Elysys Wealth Product Features
Hedge Fund
Compliance Management
Supported
Investor Accounting
Supported
Investor Reporting
Supported
P&L Calculation
Supported
Partnership Accounting
Supported
Performance Analysis
Supported
Portfolio Analysis
Supported
Portfolio Management
Supported
Contact Management
Not Supported
Investment Management
Accounting Management
Supported
Bonds / Stocks
Supported
Client Management
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Risk Management
Supported
Benchmarking
Not Supported
Commodities
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
