Skip to content

Elysys featured in Forbes family office software review

 

Elysys Featured in Forbes Family Office Software Roundup

Being recognised by Forbes is a distinction that carries weight in any industry. In financial services, where trust and credibility are everything, it carries even more.

We are proud to share that Elysys has been featured in the Forbes Family Office Software Roundup, selected for the second consecutive year as one of the standout platforms serving the family office market. The roundup was curated by &Simple, a firm regularly approached by family offices for guidance on which software tools to choose, making this recognition a particularly meaningful endorsement from practitioners who understand the complexity of the market firsthand.

What earned Elysys its place is the same thing that has defined us since 2006: a deliberate decision to build investment management software on enterprise-grade infrastructure rather than proprietary systems. While others in the market were building standalone tools, Elysys pioneered the integration of Microsoft's ERP platform into financial services, and has spent two decades deepening that foundation into what is now a fully unified front-to-back accounting and investment management solution built natively on Microsoft Dynamics 365 Business Central.

Global deployment across 30+ countries, a 97% client retention rate, and over $100 billion in assets managed on the platform reflect the confidence investment professionals place in that approach. Forbes and the family offices they consulted recognised the same thing our clients already know: that depth of expertise, global reach, and a platform built to last are not features to trade off against each other; with Elysys, you get all three.