Skip to content
FOR FAMILY OFFICE CONSULTANTS

The Software Your Family Office Clients Have Been Waiting For.

You work with family offices? You know the drill: Hyper-specific investment needs. Ultra-sensitive data. Clients who want accounting and portfolio management in one place, not two systems held together with spreadsheets. One platform. Fully integrated. We have it.

What's on the line?

icon-multi-asset-coverage

A poor software recommendation doesn't just cost your client time and money — it costs you your credibility.

icon-beneficiary-management

Generic ERPs, half-fitted solutions, and over-promised platforms have made your clients skeptical. And rightly so.


OUR PHILOSOPHY

At Elysys, we don't sell software. We sell trust.

Top Heading

When you're managing a family office, it's not about raw returns; it's about knowing every dollar is tracked, every trade justified, every fix transparent.

Transaction-by-transaction accounting gives you a flawless audit trail — every buy, sell, and adjustment time-stamped, priced, counterpartied. Need to reverse a trade? One click, no mess.

Cash flow? Fully integrated. Investments, expenses, real estate, capex — everything flows through the same system. Real-time visibility. Precise forecasts. No surprises.

We're not a robo-advisor. We're your silent partner, so you sleep easy. Because trust isn't a tagline — it's our source code.


WHY FAMILY OFFICE CONSULTANTS ENDORSE ELYSYS

A recommendation you can stand behind

icon-globe
Proven Track Record

For 20 years, Elysys has specialised in dedicated family office solutions, expertly managing portfolios, loans, and complex entity structures. Its proven platform serves a wide client base and demonstrates deep industry expertise.

icon-regulatory-compliance
Automation and AI

Built on a strong foundation, the system includes AI agents that help automate increasingly recurring tasks like bill payments, reports and alternative investment cash flows. It continuously expands by adding more AI agents, ultimately offering a 'one-click family office' — human led, AI operated.

icon-padlock
No One Gets Fired from Choosing Microsoft

Built natively on Dynamics 365 Business Central, Azure, and Power BI, Elysys carries the enterprise-grade security, compliance, and scalability of the Microsoft ecosystem. The kind of credibility that holds up in a board presentation, a due diligence process, or a conversation with a CFO.


IMPLEMENTATION

Delivering Value, Reducing Risks

We have been implementing systems for 20+ years with offices in North America and Europe,
we work with a large install base of clients around the world.

Our Standardized Delivery Methodologies

Fast Track Implementation

Transition to Elysys simply, quickly and cost efficiently

  • Proven 'templated' approach for data import, setup and training
  • Lower risk with fixed price, fixed scope
  • Timely approach to 'go-live'
  • Requires less of your time and up-front effort
  • Simplified pre-sales process
  • System that may be customized post Go-live
Bespoke Implementation

Tailor-made built around your specific requirements

  • Scope functionalities prior to agreeing the cost
  • Aligning needs and expectations with all project stakeholders
  • Detailed project planning
  • Avoiding scope creep with Contract Change Notes
  • May be implemented post 'Fast Track' Go-live

THE ELYSYS SOLUTIONS

What your clients will be using

Elysys Wealth

Comprehensive portfolio management solution. Handles equities, funds, bonds, derivatives, private equity, and alternative assets. Features include automatic aggregation of positions, cash forecasting, custom reporting, and data feeds from custodians.

  • works with Business Central
Elysys Loans

End-to-end lending and borrowing management. Supports interest-only, fixed and variable rate loans, restructures, collateral tracking, and risk analytics (such as LTV and headroom). Automates accounting in compliance with IFRS and GAAP standards.

  • works with Business Central
Elysys Analytics

Business intelligence tool providing visualizations for performance, risk, ESG metrics, and "what-if" scenarios. Enables self-service reporting and draws data from the entire system for comprehensive analysis.

  • works with Power BI
Elysys Finance Gateway

Secure connector for real-time integration with banks and brokers, enabling data feed automation and access to financial data across multiple institutions.

  • Works with Elysys Wealth
Elysys Multi-Company

Specialized App facilitating the management of multiple entities and group structures. It streamlines intercompany transactions, consolidates financial data, and supports centralized oversight for complex organizations.

  • works with Business Central

Ready to recommend with confidence?

Talk to us about how Elysys fits into your advisory practice and why your clients will thank you.