Elysys Blog

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Maxime Wattel - September 28, 2023

How Technology is Helping Family Offices Become More Efficient, Effective, and Sustainable

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Maxime Wattel - August 28, 2023

The Top 10 Family Office Reporting Best Practices: Unlocking Efficiency and Transparency

Family offices play a crucial role in managing the wealth and assets of high-net-worth families. To...

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Maxime Wattel - July 31, 2023

What is best in class customer service from your family office software provider

At Elysys, our commitment to excellence goes beyond delivering cutting-edge solutions for family...

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Maxime Wattel - June 27, 2023

5 essential questions to ask when meeting a family office software provider

In today's fast-paced and complex financial landscape, finding the right software provider to meet...

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Maxime Wattel - May 31, 2023

Navigating the Seas of Wealth: Ensuring Smooth Sailing with Family Office Risk Management

Welcome aboard, esteemed readers, to a voyage through the world of family office risk management....

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Tony Solomou - April 28, 2023

A family office guide to sustainable investment reporting

As the world continues to face pressing environmental, social, and governance (ESG) challenges,...

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Tony Solomou - March 31, 2023

5 benefits to digitizing family offices

The 'old-school' financial sector is not known for its quick adoption of new technology, and family...

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Tony Solomou - February 28, 2023

How can a good family office software help with effective budgeting

Effective budgeting is important for a family office, as it helps to ensure that the family's...

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Tony Solomou - January 31, 2023

What are the trends for Single Family Offices this year?

The primary goal of a single family office (SFO) is to provide comprehensive wealth management...

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Tony Solomou - December 30, 2022

What are the top 5 essential features of family office software?

The technology that helps family offices manage complex wealth has really moved forward over the...

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Tony Solomou - November 30, 2022

Selection of Family Office Software: The Top Challenges Today - Revisited

Back in 2018, I wrote a blog on the subject of what I believed to be the challenges in selecting...

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Maxime Wattel - October 31, 2022

5 tips for best-in-class onboarding a new family office software

Onboarding a new software is critical for any company, but it is especially important for family...

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Tony Solomou - September 30, 2022

Considerations in selecting a software solution for your family office - Revisited

Back in 2016 we wrote a blog explaining what software solutions Family Offices were looking for,...

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Elysys - August 20, 2022

10 financial software terms every family office should know

A glossary of terms used by family office software providers The financial industry is renowned for...

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Elysys - July 18, 2022

Why digital transformation is now a race, rather than a long-term aspiration for family offices.

Industry transformation is happening as we speak and the financial industry is undergoing digital...

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Tony Solomou - June 16, 2022

3 things to bear in mind now that uncertainty has set in

Russia’s recent invasion of Ukraine has certainly changed the viewpoint of investors for the short...

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Tony Solomou - May 17, 2022

3 ways Elysys family office software can support alternative investments

In the past custodians would defer to investing in traditional assets, such as stocks, bonds and...

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Tony Solomou - March 15, 2022

How to improve Family Office's cyber-security

Would you be surprised to learn that 26% of Family Offices have suffered some kind of a cyber...

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Tony Solomou - February 15, 2022

How family offices can use automation for data entry

We can’t imagine anyone disagreeing with us that data entry is a laborious and repetitive task....

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Tony Solomou - January 11, 2022

The power of analytics in a family office

Does your family office get all the benefits it can from analytics? It's worth spending a few...

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Tony Solomou - February 09, 2020

Can your family office systems cope with generational advancement?

Have you made the right strategic planning for the future of your Family Office? Family Offices...

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Tony Solomou - October 16, 2019

Is your Family Office Software ready to face the next market downturn?

Is your Family Office Software ready to face the next market downturn? Global economic indicators...

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Maxime Wattel - July 30, 2019

What makes Microsoft 365 Business Central perfect for Family Offices?

Single and multi-family offices are developing into private banks, providing more and more services...

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Maxime Wattel - June 27, 2019

Cloud for beginners and why it works for Family Office software

I am sure you have heard of the Cloud and have even used it without even realising, especially if...

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Maxime Wattel - May 29, 2019

Portfolio performance measurement, a modern approach

One of the challenges facing buy-side Investors, whether institutional or private, is to get...

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Maxime Wattel - April 16, 2019

Will diversifying your portfolio help it grow?

We all know the financial market is harder today than it has ever been, relying on traditional...

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Tony Solomou - June 12, 2018

Selection of Family Office Software: The Top Challenges Today

The first Family Offices were established in the prosperous late 1900's, more than a century ago....

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Tony Solomou - May 29, 2018

The Elysys Way: Family Office Software

Since 2008 Elysys has been working with CEO’s of family offices and individual investors to create...

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Tony Solomou - April 19, 2018

Tougher regulatory environments? Assess your fund accounting software

The winds of compliance have become considerably tougher on financial organisations over the last...

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Tony Solomou - August 02, 2016

No Trust for your Family Office Software Without Data Insulation

The implementation of data isolation (insulating cones) within one larger firm, is a practise most...

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Tony Solomou - July 26, 2016

Do Risks Arise from Within Your Family Office Accounting Software?

The family office industry is flooded with warnings about the threat of cyber crime to their fund...

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Tony Solomou - July 19, 2016

Investment performance analysis for your family office software

The primary goal of the family office is to maintain the capital of the family and to provide...

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Maxime Wattel - July 05, 2016

The ERP Solution to Future-Proofing your Family Office Operations

Any IT professional who has been involved in the process of modernising a company’s ERP knows that...

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Tony Solomou - June 28, 2016

Does your wealth management team deserve better digital tools? Read on

In their 2016 World Wealth Report, Cap Gemini asked participators about “the drivers for their...

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Tony Solomou - June 21, 2016

How cloud computing is solving the tribulations of family offices

Apart from the general tribulations of the financial industry, such as economic and market...

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Tony Solomou - June 14, 2016

Enterprise-Level Wealth Management for Your Family Office

Has your family’s portfolio outgrown its Excel shoes? If your family’s business operations and...

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Maxime Wattel - June 02, 2016

How Microsoft Dynamics NAV Secures Wealth Management in the Cloud

Microsoft Dynamics NAV, like most other ERP solutions, was originally developed for on-premise...

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Maxime Wattel - May 26, 2016

Migrating Your Financial Data to the Cloud: Can You Keep it All?

90% of data that existed in 2013 had been created merely within the previous two year period (...

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Maxime Wattel - May 19, 2016

Cloud-Based Wealth Management Software: The Secret of Pacesetters

Although the wealth management industry is flocking to Cloud computing services, a research study...

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Maxime Wattel - May 12, 2016

From Legacy to NAV: Financial Data Migration

Are you considering upgrading your financial software from a legacy system to Microsoft Dynamics...

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Maxime Wattel - May 05, 2016

Considerations in selecting a software solution for your family office

The CEO that goes shopping for a software solution for their Single Family Office is quickly...

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Maxime Wattel - April 28, 2016

Moving Your Family Office Software to the Cloud

Family Offices have a lot to win from moving their wealth accounting software to the Cloud;...

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Tony Solomou - April 14, 2016

In the Wake of Panamagate: The Importance of Maintaining Transparency

The leaked Panama Papers is probably the biggest news in the finance world since the 2008 crash of...

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Tony Solomou - March 31, 2016

Is the Cloud Secure Enough for Wealth Management?

Cloud-based computing is hot news in the financial sector with an increasing number of firms and ...

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Tony Solomou - March 24, 2016

Cloud-based Computing vs. On-Premise for Wealth Management

According to Forbes magazine, independent research and advisory firm Áite Group recently did a...

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Tony Solomou - March 14, 2016

Understanding Cloud Computing for Wealth Management

In scenarios such as Single-family Offices, or where High Net Worth individuals are managing a...

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Tony Solomou - May 19, 2015

2 investment compliance processes that you must have

Compliance is a very broad subject, encompassing regulatory and legal requirements, internal...

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Tony Solomou - December 16, 2014

Update from the Cloud Law Conference

A couple of weeks ago, I attended a one day conference on Cloud Law and more specifically reviewing...

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Tony Solomou - November 06, 2014

Do you believe in Cloud security for the Wealth Management Industry?

INTRODUCTION Hello again. In a previous posting I raised the flag in favour of SaaS for finance...

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Tony Solomou - October 08, 2014

An ERP financial management SaaS for family offices?

So let’s get straight to the point. You are looking for a family office accounting solution or an

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