Skip to content
20 years. One Focus.

Microsoft's Go-To for
Investment & Loans Management.

Already a Dynamics 365 Business Central expert? Add investment and loans management to your practice, without building anything from scratch. Elysys gives you a ready-to-deploy, Microsoft-native solution and the specialist support to back it up.

Industry Expertise

  • checkmark-boxed

    All investment asset classes

  • checkmark-boxed

    Advanced analytics & reporting

  • checkmark-boxed

    Loans & deposits management

  • checkmark-boxed

    Custodian & broker connectivity

  • checkmark-boxed

    Front, middle & back-office integration


WHY PARTNER WITH ELYSYS

Expand what your practice can deliver

icon-layout
Fill the Gap

Your clients have investment portfolios, traditional and complex loan requirements beyond typical Business Central setups. Elysys lets you handle these needs directly, instead of referring them elsewhere.

icon-multi-asset-coverage
Ready to Deploy

A fully Microsoft-native, AppSource-listed ISV solution, no custom development, no risky integrations, no starting from scratch. You bring your Business Central expertise; we bring 20 years of industry experience.

icon-lightening
Deep Financial Expertise

Elysys offers unmatched expertise in investment and loan management for corporate and institutional investors, giving partners a distinct competitive advantage in a specialist market.

icon-refresh
Repeatable and Scalable

A standardized solution with clear scope and predictable delivery. You lead the customer relationship; we focus on product innovation and support, a model that scales across customers, teams, and regions.


A SUCCESSFUL APPROACH TO PARTNERSHIP

From first conversation to first deal,
here's what to expect.

1
Book a Discovery Call

We spend 15 minutes understanding your client base, your current Business Central practice, and where investment and loans management opportunities might already exist in your pipeline.

2
Define the Partnership Model

We align on roles and responsibilities. You own the full Business Central delivery; Elysys layers in the financial services expertise, apps, and specialist support.

Your Role
Local Partner

You own the full Business Central delivery for your client. That means infrastructure setup, standard BC implementation, and all local regulatory and language localisation. You remain the primary relationship and the trusted face on the ground.

ELYSYS'S ROLE
Industry Specialist

Elysys layers in on top of your Business Central foundation. We bring the financial services expertise, the investment and loans management apps, and the ongoing specialist support that no generalist partner could provide. Your client gets a seamless, end-to-end solution.

3
Get Onboarded

We align on commercial terms, walk your team through the Elysys apps and hand hold you all the way from demos through to deployment, setup, training and post go-live support.


THE ELYSYS SOLUTIONS

What your clients will be using

Elysys Wealth

Comprehensive portfolio management solution. Handles public and private equities, funds, fixed incomes, derivatives, private equity funds and other alternative assets. Features include automatic aggregation of positions, cash forecasting, custom reporting, and data feeds from custodians. Designed for complex instruments, it integrates front, middle, and back office operations into a single platform.

  • 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. Ideal for traditional and structured finance.

  • works with Business Central
Elysys Analytics

Business intelligence reporting and analytics platform providing data aggregation and 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 near real-time integration with banks and brokers, enabling data feed automation and access to financial data across multiple institutions and from numerous market players.

  • 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. Designed to enhance efficiency and transparency, Elysys Multi-Company enables seamless collaboration and compliance across the whole financial group.

  • works with Business Central
THE ELYSYS SOLUTIONS

Real Stories from Partners

Abast

"Our team has deep Business Central roots, but our first wealth management client demanded investment accounting specialisation well beyond standard ERP. Partnering with Elysys was instrumental in supporting the client's short- and long-term investment strategy across both marketable and alternative assets, giving us instant access to expert knowledge and a purpose-built application suite that let us deliver on every requirement."

Santi Suana

Technical Manager, Business Management Solutions  |  Abast, Spain

Xenatus Global

"We've delivered dozens of Business Central implementations, but our first investment  management client demanded a level of investment accounting specialization that went well beyond standard ERP work. Partnering with Elysys gave us instant access to specialists who understood the industry and the complexity with investment portfolio performance reporting."

Paris Paraskeva

Chief Operating Officer  |  Xenatus Global, Cyprus

Acumen Consulting

"As a Microsoft Dynamics partner, we know Business Central inside-out, but the depth of financial-instrument expertise Elysys brought to the table is something we simply couldn't replicate on our own. Their consultants worked side-by-side with ours from day one, translating complex front-office requirements into clean Business Central configurations and accelerating client on-boarding by weeks."

Jeffrey Fletcher

Director  |  Acumen Consulting, Australia

Catapult ERP

"Our Family Office client demanded excellence in performance attribution, consolidated investment reporting, and bank connectivity,  territory where most ERP struggle. Elysys stepped in as a co-implementer with design workshops, validating every accounting scheme, and transferring the expertise our team needed to support the client well beyond go-live."

Blair Hurlbut

VP - ERP Solutions  |  Catapult ERP, Canada

Ready to expand your practice?

Book a 15-minute discovery call and find out how Elysys can help you
unlock investment and loans management opportunities in your existing pipeline.