Best of breed, complete portfolio management, investment accounting software and investment performance solution designed on Microsoft Dynamics
Unified financial systems for Asset Managers working with numerous custodian banks and brokers.
Digitalize processes to serve and expand beyond the evolving needs of highly demanding clients.
Produce rapid white labeled insights with drill down capabilities.
Embrace a modern and cost effective platform that can scale to your requirements.
Digitize document overloads and workflows with electronic validations and signatures.
Fullfilling the grueling day to day requirements of the Asset Manager
Regulatory and compliance
Minimize the regulatory and compliance overhead across all segregated accounts. The platform complies to a variety of accounting standards (IFRS, US GAAP, LUX GAAP, etc..) and provides specific functionalities across a number of jurisdictions.
Bring a consistent and scalable methodology to deliver more services faster in a cost effective manner.
Stay ahead of the competition
A powerful, yet easy-to-use, intuitive interface that opens up new levels of productivity in the day to day operations of a fund management Organisation.
With Elysys Wealth your business is powered by the first ERP choice directly linked to Office 365.
Inspire your clients with insightful, modern dashboards, across a multitude of accounts and asset types. Produce your own whitelabel reporting stack, easily publish new bespoke dashboards to clients by using our BI platform.
Elysys provides a complete integrated investments management modules inside Microsoft Dynamics 365, making it easy to connect financial transactions and information smoothly across affiliate companies and multi-site and international deployments while providing the audit trails and other security measures required by mandates such as Sarbanes-Oxley, Basel II and Accountability Act (HIPAA), International Financial Reporting Standards (IFRS) and local Generally Accepted Accounting Principles (GAAPs).
As organizations grow, as the marketplace becomes more competitive, and as regulations become more complex, the modular design of Elysys enables you to extend the functionalities you need to manage financial data and generate the analytics and business intelligence that can help your company grow into the future.
Streamline and grow your Asset Management Business with Elysys
Delight every individual client with a connected and engaging experience
Adapt and innovate with the only platform that empowers your team to deliver operational excellence
Close more deals, Find and build stronger relationships by Improving productivity and performance
Connect your teams with one single solution
In cloud or on-prem
Easily tailored extendable
Use any device, anywhere
And other market players
Simulate using historical data
Real-time data visualization
Connect your data with Microsoft 365
Power Platform and Sophisticated apps
Getting started checklists
Kanban deployment methodology
Easier staff onboarding
In-app contextual help
Adapt to anything
Elysys brought the expertise we needed to achieve measurable results
CTO, US based investment and insurance group
The Investments and loans products have all the functionalities we require