Planr

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.

Planview AgilePlace is a kanban-based work management product for teams and cross-team delivery. It turns tasks, steps, and handoffs into visual boards and cards, making status clear at a glance. Its kanban mechanism works across Agile, waterfall, hybrid, and flow-based delivery. Key capabilities: • Configurable boards for Scrum, Kanban, SAFe, hybrid, or portfolio-level use • Drag-and-drop cards with priority levels, card types, sizing, and due dates • WIP limits and blocked-status flags to catch bottlenecks early • Cross-team dependency tracking and fast replanning • Scales from single-team boards to portfolio-level views • OKR integration connects team work to shared objectives • Connects to existing tools through Planview Hub, supporting mixed methodologies without standardization