Financial systems for high net-worth and ultra-high net-worth individuals

Secure, personalised and intelligent wealth management software for HNWI

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CHALLENGES

Superior cloud wealth management platform for growing portfolios.


Managing the complexity of your entire wealth with limitied staff resources

Aggregate and analyse the entire portfolio to drive actionnable investment strategies

Start small, build out and keep it simple

Document overload, workflow, validation, electronic signature

Outcomes

Cloud based, holistic financial management platform to adapt to each and all investor strategies.

Aggregation

Aggregation, aggregation, aggregation ... Aggregate all of your custodian accounts into one place. Connect to banks and brokers to automate the flows of transations to achieve consolidated reporting spanning all portfolios. The aggregation provides you with the insight you need to identify and respond quickly to new market opportunities.

User interface

A simple and intuitive user interface streamlines the onboarding process and drive efficiency from day one.

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.  

Microsoft Dynamics 365

A flexible end-to-end financial management solution, Microsoft Dynamics 365 Business Central is the first ERP solution of choice for growing mid-sized businesses. It is a powerful, intuitive integrated suite of software that opens up new levels of detail and enables quick, transparent, informed decision making.

Rapid time to value, optimised deployment services

Elysys solutions are designed to support you with both long term and short term investment strategies. With a low initial investment, and with infrastructure cost kept to a minimum, Elysys Weatlh is a highly optimized cloud based solution. The users benefit from stringent security and access from any device as standard.

Functionalities

Intelligent wealth management software

icn-strategies

Adapt and innovate with the only platform that empowers your team to deliver operational excellence

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Delight every team member with a connected and engaging experience 

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Use modular, pre-built applications to rapidly deploy and onboard

Problems solved

Break through barriers and reach your full potential

01.

Generate continuous insights

Generate continuous insights, drive better outcomes by combining your data in Business Intelligence

02.

Identity protection

Securely access data from anywhere using identity protection, encryption, and role-based access

03.

Future-ready

Be future-ready by integrating emerging technologies and advanced analytics into your day to day work

04.

Turn ideas into reality

Turn ideas into reality with Microsoft Power platform used by more than 97% of Fortune 500 companies

05.

Elevate teamwork

Elevate teamwork, easily access and share information to collaborate across the team

06.

Aggregate all assets and debts

Easily aggregate financial and non-financial assets with one unified single source of truth

TESTIMONIAL

Elysys has provided us with valuable guidance and direction, we have experienced a strengthening relationship since we started working with Elysys

Elysys is a flexible and scalable solution that has allowed us to exceed our ROI expectations

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