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No. Your data is used to power AI features for you not to train Microsoft General AI models.
Built for Financial Services
No magic, just reliable,
modern and powerful
financial systems
modern and powerful
financial systems
Modern and fully integrated accounting and investment management solutions for the global buy-side
50+
years of data on plaform
97%
Client retention rate
30+
Countries deployed
Enabling Clarity, Control, and Confidence in Modern Financial Services
For decades, Elysys has been the trusted technology partner for investment professionals and institutions across the globe.
Powered by advanced AI, Elysys delivers a unified accounting and investment management platform that helps organisations simplify complexity, respond quickly to change, and consistently elevate performance.
Embrace the future with confidence
By leveraging a mature, robust architecture and deep Microsoft integration, Elysys stands apart as the trusted choice for those seeking resilience, accuracy, and innovation in managing complex financial operations.
Built to evolve with your organisation, the platform combines proven reliability with continuous innovation, ensuring accuracy, resilience, and performance in an increasingly demanding regulatory and operational environment.
Elysys in numbers
Proven Track Record
Trusted by leading financial institutions globally
230 B+
Asset Managed on Platform
1 M+
transactions processed annually
9500 +
Number of performance compute per day
1000 +
Legal entities
300 +
Custodians banks
CLIENTS
Trusted by the World’s leading investors
Trusted by leading financial institutions and family offices worldwide
Family Offices
Bring all core operations spanning wealth management, accounting, bill pay and cash flow into one integrated system.
Institutional and Corporate Investors
One trusted source, no reconciliation needed between accounting and investment management.
Structured Finance
Automate loans and investments across multi-entity and processes across all teams using integrated AI agents.
Alternative & Social Investment Funds
Keep all your data securely in one place and make your data a strategic asset.
WE UNDERSTAND YOUR CHALLENGES
Problems We Solve
Complex financial operations demand intelligent solutions.
Hover over each challenge to discover how Elysys transforms obstacles into advantages.
The Problem
Operational inefficiencies, administrative burdens and cost spillage slow down your teams and erode margins.
Hover to see the solution
The Solution
Run all activities on a single integrated investment and financial management platform: eliminating duplication, automating processes with AI, and providing intuitive, secure access to your data.
The Problem
Rigid Investment reporting and asset analysis that block your managers’ creative abilities to present accurate and timely “decision-making” level information.
Hover to see the solution
The Solution
Apply flexible, easy-to-deploy reporting built on internal and external data. Let readers interact with reports, explore 'what if' scenarios, and leverage in-built AI functionality.
The Problem
Rising geopolitical tensions, data privacy concerns, and increasing reliance on cloud infrastructure, resulting in weak data governance.
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The Solution
Self-determine where your data resides. Through Microsoft's Sovereign Cloud, we help you localise data and reduce the risk of unauthorised access: aligned to your organisation's policies.
The Problem
Information overload and lack of deep insight in internal knowledge.
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The Solution
Your Microsoft Azure infrastructure can be accessed intelligently and securely using AI tools, surfacing the right insight at the right moment.
The Problem
Uncertainty in the continuity and sustainability of systems implemented, resulting from technological change and failure of your suppliers.
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The Solution
We have chosen Microsoft as our long-term partner, committed to continuous innovation and delivering future functionality specific to your industry needs.
Hover over each card to reveal the solution
OUR JOURNEY
Automating Investment Management Since 2010
15 years of continuous innovation, built natively on Microsoft Dynamics 365 Business Central.
AI & Cybersecurity
AI and cybersecurity questions answered
Common questions from family offices about AI adoption and data security.
Will our company data be used to train AI models?
Could Copilot expose sensitive financial or operational data?
Copilot cannot access or reveal data beyond a user’s existing permissions. An Accountant cannot ask Copilot for profit margins or payroll data if they do not already have access to it.
Does Copilot comply with regulatory and data protection requirements?
Copilot benefits from the same compliance framework as Microsoft cloud services, including:
- GDPR compliance in the EU
- SOC 1 / SOC 2 certifications
- ISO 27001 security standards
- Regional data residency options
Can AI be turned off or customised to align with company policies?
Copilot gives you the levers to either embrace AI selectively or turn it off completely, depending on your company’s risk appetite and compliance framework.
How is sensitive financial data encrypted (both at rest and in transit)?
ensitive financial data is encrypted both at rest and in transit using industry-standard methods. At rest, data is protected with Transparent Data Encryption (TDE) and BitLocker, while in transit it is secured with TLS (Transport Layer Security). Encryption is always enabled and cannot be turned off.
What is your business continuity and disaster recovery posture?
Azure's geo redundant architecture replicates your data across paired regions, giving Business Central a documented recovery time objective (RTO) of typically under 12 hours and a recovery point objective (RPO) of under one hour.
Real Stories from Satisfied Clients
"Thanks to Elysys for their Apps — we have been delighted to work with them over the last 10 years. Their investment management solution transformed our ability to serve complex client needs on Business Central."
Ready to transform your financial operations?
Schedule a personalised demo and discover how Elysys can streamline your processes.