Are you tasked with investigating the how’s and what if’s of moving your family office’s software applications to the Cloud? Then this is a checklist you can’t ignore!

Migrating financial and wealth management applications to the Cloud entails a number of risks. Decision-makers can pre-empt these risks, though, by asking the right questions before they sign up with a Cloud provider.

The Checklist Includes Questions Like:

  • Does the software require client installation or is it Plug and Play?
  • Does the Cloud version of the software offer identical funtionality as the on-premise installation?
  • Does the provider support easy scaling or switching between installation options, from Cloud to on-premise?
  • Who will be creating encryption keys and which parties will have access to these keys?

Please complete the form on your right to download the complete checklist based eBook.

"Elysys solutions have eased and automated our ability to manage our single and multi-family operations. In Elysys we have found a partner that helped us to support our systems and enabled us to widen our service offering to meet our future plans. Ultimately we can strive to give our clients the best financial services possible.” Doumit Abisaleh - CTIO, W&Cie, Geneva