Family-Office Wealth Management Blog | Elysys

How Family Offices can use automation to overcome the data entry challenge

We can’t imagine anyone disagreeing with us that data entry is a laborious and repetitive task. Occasionally, it can serve as a welcome break from projects that require lots of skill and concentration, but when data entry must be done and done correctly it becomes very hard work and something that very few of us would want to engage in as a daily job.

Topics: Wealth Accounting Software, Investment management solutions, Family Office Solutions, portfolio management, family office software, HNWI financial systems, Wealth Management software, Fund accounting Software, family office financial system, innvestment accounting software, family offce software, Wealth Management digital transformation, Fund management software

By Tony Solomou
February 21, 2021

Portfolio performance measurement, a modern approach

The challenge:

One of the challenges facing buy-side Investors, whether institutional or private, is to get accurate investment and portfolio returns out of their financial software. Nowadays, the value of your data is key, but most of it is unstructured. Organising that data can be time-consuming and have a high margin for error when done manually.

Topics: family offce software, Fund management software

By Maxime Wattel
May 29, 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 investments are not providing the return they once did. To combat this, investors are increasingly looking at broadening their portfolio contents, and more specifically looking at the expansion of the alternative assets share of these portfolios.

Topics: family office software, Fund management software

By Maxime Wattel
April 16, 2019

The Elysys Way: Family Office Software

Since 2008 Elysys has been working with CEO’s of family offices and individual investors to create flexible financial accounting and wealth management software that deliver uncomplicated processes to:

record financial transactions,
deliver basic performance evaluation and reporting,
simplify financial management tasks such as bank and cash management,...

Topics: Wealth Accounting Software, family office software, Fund accounting Software, Fund management software

By Tony Solomou
May 29, 2018

Tougher Regulatory Environments? Assess Your Fund Accounting Software

The winds of compliance have become considerably tougher on financial organisations over the last couple of years. Revelations such as the Panama documents leak have been adding nails in the coffin for family offices, Fund managers that have been enjoying smooth sailing in foreign countries with minimal to zero auditing requirements.

Topics: Family Office Solutions, Wealth management compliance, family office software, family office compliance, Fund accounting Software, Fund management software

By Tony Solomou
April 19, 2018

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The challenge:

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