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No. Your data is used to power AI features for you not to train Microsoft General AI models.
Multi-Asset Coverage
Providing a large variety of different types of assets such as real estate, businesses, investments and trust held in multiple entities or jurisdictions.
Beneficiary Management
Managing the complexity of multiple beneficiary ownership structures, percentage ownership and beneficiary net worth reporting including Partnership accounting
Regulatory Compliance
Assisting with compliance and regulatory requirements including tax considerations across different jurisdictions.
Elysys eliminates data silos, delivering real-time aggregated financial information at every level of the organisation
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Bring all core operations spanning wealth management, accounting, bill pay and cash flow into one integrated system.
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One trusted source, no reconciliation needed between accounting and investment management.
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Automate workflow and processes across all teams using integrated AI agents.
Industry Standard
Based on Microsoft Dynamics 365 Business Central- Large partner network worldwide
- Local support
Customize with Prebuilt Apps
- Choose from 1000's of existing Apps
- Download directly from Microsoft AppSource
Connect with Any Market Player
- Elysys's standardized architecture
- Existing connections with 100's of partners
Collaborate with Other Productivity Apps
- Reduce your data entry
- No more switching between applications
- Built-in AI
Country-specific deployment
Localisation covers tax, accounting, reporting, language, and currency needs, ensuring automatic compliance with local laws.
Compliance Frameworks and Audit Features
Includes audit trails, financial controls, role-based security, document traceability, and reporting tools for regulatory compliance and secure data.
Multi-Jurisdiction Architecture
Supports multinational operations with localised environments, multi-currency, multi-language, and intercompany transactions, all under a consistent platform.
Continuous Regulatory Updates
Regular localisation updates to keep platform legally compliant as regulations change.
Analytics & Reporting
Difficulty turning data into insight? Here comes the magic
Data aggregation is built from the ground up. Everything feeds into a central ultra secure semantic model which cleans, normalizes and enriches every piece of data. Enable your accountants and your investment managers to access consistent, real-time insights for portfolio analysis, compliance reporting, and decision-making.
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Full self-service
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Vast Library of ready-to-use reports
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Stop drowning in spreadsheets
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Custom web dashboard
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Drag-and-drop your views
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Share your reports with your principals
Data stays in your region
Clients can have control over where their data resides and under which jurisdiction it falls. By selecting US Azure regions, you ensure compliance with US sovereignty requirements. Environments can be hosted in EU data centers, keeping data under European regulations.
Compliance with major regulations
Microsoft complies with key standards such as General Data Protection Regulation, SOC 2, and ISO/IEC 27001.
Customers own and control their data
The company using Elysys Financial Systems remains the owner of its data, controls access and can export it at any time.