Family Office Software

Running a wealth management business with increased complexity from future generations

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Holistic single family office software solution for today’s complex and fast moving world.

Challenges:

Having data in multiple places with no linkages causing labour intensive manual data and transactions input. 

Lack of visibility, lack of aggregation (financial and non financial) across the banks, portfolios and entities. 

Lack of usability due to the variety of transaction types and data sources.

Document overload, lack of workflows, validation, electronic signature...

OUTCOME

All-in-one financial management solutions for family offices powered by Microsoft Dynamics 365 Business Central

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Elysys Wealth is specifically built for your single Family Office.

It is a modern, comprehensive ‘all-in-one’ financial system, with a sophisticated wealth management product spanning Front, Middle and Back office operations.

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Increase your financial visibility and performance, accelerate your financial close, improve your forecasting, and get your real-time performance metrics while fostering compliance and security across subsidiaries.

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Elysys has standardized wealth management as part of the world class ERP Microsoft Dynamics 365 Business Central. Creating a scalable and end-to-end family office software solution.

The modular architecture follows the ledger and sub-ledger well proven, industry, standard design principles.

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Security is paramount. Microsoft provides several security layers to protect users accounts and data irrespective of cloud or on-premise solutions.

Your strategy over time is going to evolve!

Elysys solutions are designed to support you with both long term and short term strategies as well as the management of financial, non-financial assets and debts.

Typical financial assets or debts include:

  • Marketable securities (Equities, funds, Fixed Income, Derivatives)
  • Private Equity funds
  • Cash, deposits and Loans

Typical non-financial assets include:

  • Real Estate, properties
  • Alternative Investments
  • Lifestyle assets
Products

Wealth, Analytics, Loans, Corporate and Bank Gateway

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Elysys Wealth provides an array of additional modules to allow family office principals to deliver new strategies

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Loans, real estate, fixed assets & governance modules included, providing a truly end-to-end family office software

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The aggregation of all assets and debts permits comprehensive analytics and instant data-driven decisions

Problems solved

Connect your family Office using one solution

01.

Operational flexibility

  • In cloud or on-prem
  • Easily tailored & extendable 
  • Use any device, anywhere

02.

Optimal performance

  • Faster reporting, cycle times, financial close
  • Role-based workspaces and workflow

03.

Actionable insights

  • Simulate using historical data
  • Real-time data visualization
  • Built-in BI
 

04.

Modern workspace

  • Connect your data with Microsoft 365
  • Power Platform and sophisticated apps

05.

Simpler implementations

  • Getting started checklists
  • Kanban deployment methodology
  • Agreed deliverables

06.

Easier staff onboarding

  • In-app contextual help
  • Break-through barriers
  • Adapt to anything
TESTIMONIAL

'Elysys communication is effective and consistent'

CEO

Family Office, Geneva

'Elysys brought the expertise we needed to achieve measurable results'

CTO

Monaco based Multi-Family Office

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