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.
Microsoft Dynamics 365
Business Central
Elysys
Financial Systems
Get it from
Microsoft AppSource
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All investment asset classes
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Advanced analytics & reporting
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Loans & deposits management
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Custodian & broker connectivity
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Front, middle & back-office integration
Expand what your practice can deliver
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.
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.
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.
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.
From first conversation to first deal,
here's what to expect.
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.
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.
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.
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.
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.
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
Real Stories from Partners
"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
"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
"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
"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.
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