A family office serves as an organisation that offers highly personalised services in family governance and wealth management.

The biggest challenge today for existing and new family offices is to meet the evolving legal and technical needs of running a wealth management business while facing increased complexity with future generations of the family.

A typical range of service includes:

  • Wealth management including performance calculation, aggregation and accounting
  • Company governance and corporate management for numerous entities of all kinds
  • Purchase activity, allocation per family members
  • Real estate and/or non-profit organisations’ activities
  • Structured finance, treasury, fixed asset management

  

 

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All-in-one complete Wealth Management

 

In depth visibility and control over your assets’ positions, allocations and performances.

From equities, private equities, fixed income securities to more advanced derivatives such as options, futures, forwards, Elysys Wealth provides great features for portfolio managements, spanning front to back office.

From financial statements, to portfolio management reporting and portfolio performance analytics, Elysys Wealth enables you to deliver more services by boosting your efficiency and effectively managing your assets.

Designed for your Family Office

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  Elysys Wealth is a modern, comprehensive ‘all-in-one’ financial system built for your single and multiple family offices

  • It comes with a sophisticated wealth management module that is seamlessly integrated with accounts and banks ledgers.
  • It also has family offices specific inter-company purchase allocation functions, for the management of group family expenses.  

With an all-in-one wealth management system, you can respond quickly to last-minute requests and continually drive efficiency in your family office operations.

Versatile system you can rely on

 

Even with low staff numbers, small and larger family offices need sophisticated and flexible financial systems that can do more than ‘just’ wealth management. Elysys Wealth provides a vast array of additional modules and functionalities that may be deployed at any point in time and allow family office principals to deliver new strategies.

 

Elysys Wealth includes a loans module, real estate, fixed assets and company governance capabilities, providing a truly scalable and flexible end-to-end family office software

 

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Why Microsoft Dynamics NAV?

 

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As a flexible end-to-end ERP solution, Microsoft Dynamics NAV is the first ERP solution of choice for mid-sized businesses. It offers great leverage to industry vertical solutions like Elysys Wealth.  It is a powerful, intuitive tool that speeds your reporting, opens up new levels of detail and enables quick, informed decision making.

 

The financial management module is the cornerstone of the whole application and is designed around the ledger and subledger accounting principle. Elysys Wealth follows the exact same design principle, making the whole solution highly flexible so that it can be tailored to the unique requirements of your business

Elysys Performance BI - The perfect complement to Elysys Wealth

Pre-calculated Investments performance including TWR since inception, 5, 4, 3, 2, 1 years, YTQ, QTD, MTD in three currencies
All pre-calculated performance figures are stored in a OLAP cube. Analyse performance per Investment, per portfolio, per Asset Class, per Industry Sector ...
Create performance analysis dashboards using the visualization tool of your choice and share the views with other business stakeholders
Do not spend your time trying to calculate your Time Weighted Returns, get instant proofed TWR that will provide leverage to your Investment Managers.

Start a free trial of Elysys Wealth, or contact an Elysys representative to answer your questions or help you locate a partner

 

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