CHALLENGES
Superior cloud wealth management platform for growing portfolios.
Managing the complexity of your entire wealth with limitied staff resources
Aggregate and analyse the entire portfolio to drive actionnable investment strategies
Start small, build out and keep it simple
Document overload, workflow, validation, electronic signature
Outcomes
Cloud based, holistic financial management platform to adapt to each and all investor strategies.
Aggregation, aggregation, aggregation ... Aggregate all of your custodian accounts into one place. Connect to banks and brokers to automate the flows of transations to achieve consolidated reporting spanning all portfolios. The aggregation provides you with the insight you need to identify and respond quickly to new market opportunities.
A simple and intuitive user interface streamlines the onboarding process and drive efficiency from day one.
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.
A flexible end-to-end financial management solution, Microsoft Dynamics 365 Business Central is the first ERP solution of choice for growing mid-sized businesses. It is a powerful, intuitive integrated suite of software that opens up new levels of detail and enables quick, transparent, informed decision making.
Rapid time to value, optimised deployment services
Elysys solutions are designed to support you with both long term and short term investment strategies. With a low initial investment, and with infrastructure cost kept to a minimum, Elysys Weatlh is a highly optimized cloud based solution. The users benefit from stringent security and access from any device as standard.
Functionalities
Intelligent wealth management software
Adapt and innovate with the only platform that empowers your team to deliver operational excellence
Delight every team member with a connected and engaging experience
Use modular, pre-built applications to rapidly deploy and onboard
Problems solved
Break through barriers and reach your full potential
01.
Generate continuous insights
Generate continuous insights, drive better outcomes by combining your data in Business Intelligence
02.
Identity protection
Securely access data from anywhere using identity protection, encryption, and role-based access
03.
Future-ready
Be future-ready by integrating emerging technologies and advanced analytics into your day to day work
04.
Turn ideas into reality
Turn ideas into reality with Microsoft Power platform used by more than 97% of Fortune 500 companies
05.
Elevate teamwork
Elevate teamwork, easily access and share information to collaborate across the team
06.
Aggregate all assets and debts
Easily aggregate financial and non-financial assets with one unified single source of truth
TESTIMONIAL
Elysys has provided us with valuable guidance and direction, we have experienced a strengthening relationship since we started working with Elysys
Elysys is a flexible and scalable solution that has allowed us to exceed our ROI expectations