Asset Managers Financial Systems

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.

User interface

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. 

Microsoft Dynamics 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 

Problems solved

Connect your teams with one single solution


Operational flexibility

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


Optimal connections

  • With banks
  • With brokers
  • And other market players


Actionable insights

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


Modern workspace

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


Simpler Implementations

  • Getting started checklists
  • Kanban deployment methodology
  • Agreed deliverables


Easier staff onboarding

  • In-app contextual help
  • Break-through barriers
  • 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

CEO - Large European based family office

Talk with us about your project