Family Office Software
Running a wealth management business with increased complexity from future generations
OUTCOME
All-in-one financial management solutions for family offices powered by Microsoft Dynamics 365 Business Central
Elysys Wealth is specifically built for your single Family Office.
It is a modern, comprehensive ‘all-in-one’ financial system, with a sophisticated wealth management product spanning Front, Middle and Back office operations.
Increase your financial visibility and performance, accelerate your financial close, improve your forecasting, and get your real-time performance metrics while fostering compliance and security across subsidiaries.
Elysys has standardized wealth management as part of the world class ERP Microsoft Dynamics 365 Business Central. Creating a scalable and end-to-end family office software solution.
The modular architecture follows the ledger and sub-ledger well proven, industry, standard design principles.
Security is paramount. Microsoft provides several security layers to protect users accounts and data irrespective of cloud or on-premise solutions.
Your strategy over time is going to evolve!
Elysys solutions are designed to support you with both long term and short term strategies as well as the management of financial, non-financial assets and debts.
Typical financial assets or debts include:
- Marketable securities (Equities, funds, Fixed Income, Derivatives)
- Private Equity funds
- Cash, deposits and Loans
Typical non-financial assets include:
- Real Estate, properties
- Alternative Investments
- Lifestyle assets
Products
Wealth, Analytics, Loans, Corporate and Bank Gateway
Elysys Wealth provides an array of additional modules to allow family office principals to deliver new strategies
Loans, real estate, fixed assets & governance modules included, providing a truly end-to-end family office software
The aggregation of all assets and debts permits comprehensive analytics and instant data-driven decisions
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