Elysys

Elysys combines wealth management, accounting, bill pay, cash flow and investment management for family offices. It covers real estate, businesses, investments and trusts across multiple entities or jurisdictions. Front-office tools include portfolio management, order books, alternative assets, deal flow, performance and risk, benchmarks and investment mandates. Back-office functions include general-ledger and investment accounting, receivables, tax and regulatory reporting, asset tracking and consolidation. Elysys Analytics aggregates financial data into dashboards and structured reports for performance, risk, ESG and scenario analysis. Country-specific localization addresses tax, accounting, reporting, language and currency needs, with intercompany transaction support. The platform is built on Microsoft Dynamics 365 Business Central, and its apps are published on Microsoft AppSource. Elysys describes connections to custodian banks, brokers, financial data providers, EDI and data aggregators. Deployment options include on-premises, private cloud and Business Central SaaS. Pricing is on request. The maker describes implementation, training and ongoing specialist support through its worldwide Microsoft Dynamics partner network.

Elysys brings investment management, accounting and reporting together for family offices with multi-entity or multi-jurisdiction needs. Pricing is available by contacting the maker.

Elysys suits family offices managing varied assets across entities or jurisdictions. It may fit teams that need investment and accounting operations, localized reporting and consolidated analytics in one system.

Elysys is a family-office platform that combines investment management, accounting, payments, and reporting. It is best suited to offices handling varied assets across multiple entities or jurisdictions. Its breadth is a strength, but custom pricing and implementation make it a considered platform choice.

Overview

Elysys brings wealth management, accounting, bill pay, and cash flow into one system, spanning real estate, businesses, investments, and trusts. For offices coordinating these activities across complex structures, that integration can support a more joined-up operating model. Smaller teams seeking only a portfolio tracker or accounting tool may find its scope broader than necessary.

The platform is built natively on Microsoft Dynamics 365 Business Central, with apps published through Microsoft AppSource. Offices can deploy on-premises, in a private cloud, or through Business Central SaaS. That flexibility accommodates different hosting approaches, though the Microsoft foundation is a material part of the fit decision.

Key features

Portfolio and accounting workflows

Front-office functions cover portfolio management, order books, alternative assets, deal flow, performance and risk, benchmarks, and investment mandates. Back-office tools include general-ledger and investment accounting, bill pay, receivables, tax and regulatory reporting, fixed-asset tracking, and consolidation. Bringing both sides together suits teams that need investment activity reflected in accounting and reporting; it is less compelling for offices with a narrow operational need.

Integration and analytics

Elysys describes connections to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators, with automated data imports. Elysys Analytics brings financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. Self-service reporting, ready-to-use reports, custom web dashboards, and shareable reports add flexibility for different audiences, although the platform's reach will matter most to offices with substantial reporting needs.

Multi-jurisdiction controls and data

Country-specific localisation addresses tax, accounting, reporting, language, and currency requirements, while intercompany transactions support multi-entity operations. Audit trails, financial controls, role-based access, document traceability, and localized regulatory reporting are relevant safeguards for complex structures. Elysys says data is encrypted at rest with TDE and BitLocker and in transit with TLS, and that encryption cannot be disabled. Customers can choose US or EU data regions, retain data ownership, control access, and export data at any time.

The maker says customer data powers AI features but is not used to train Microsoft general AI models; Copilot follows users' existing permissions. Business Central recovery objectives are typically under 12 hours RTO and under one hour RPO. Elysys also describes implementation, training, and ongoing specialist support through a worldwide Microsoft Dynamics partner network, with fast-track and bespoke implementation approaches. Those services can help with a substantial rollout, but indicate a more involved purchase than a self-serve app.

Pricing

Elysys is paid software with custom pricing. The product and contact pages direct prospective customers to book a demo or contact Elysys rather than presenting a software price. That makes it difficult to compare costs before engaging, and offices should assess the scope of implementation and support alongside the subscription.

Platforms

Elysys supports Android, iOS, macOS, Windows, and web, as well as self-hosted deployment. Its deployment choices—on-premises, private cloud, and Business Central SaaS—give organizations options for hosting, while the Microsoft Dynamics foundation remains central to the platform.

Who it's for

Elysys is strongest for established family offices that need investment management and accounting across varied assets, multiple entities, or jurisdictions, and that value consolidated reporting and integrated payment and cash-flow operations. It is a less natural fit for buyers seeking a simple, narrowly scoped tool or a transparent, self-serve price.

Pros and cons

Pros

• Broad operational coverage: Portfolio management, investment accounting, bill pay, and consolidation sit in one platform, useful for offices coordinating front- and back-office work.
• Multi-jurisdiction support: Localisation and intercompany transactions address practical needs across countries and entities.
• Hosting and data controls: Multiple deployment approaches, US or EU data regions, and customer data ownership give organizations meaningful control over infrastructure and data.

Cons

• Custom pricing: Buyers must contact Elysys to understand cost, which limits early price comparison.
• Implementation-led purchase: Fast-track and bespoke implementation, training, and partner support suit complex rollouts but are less attractive to teams wanting an immediate self-service start.
• Microsoft-centered architecture: Business Central is the native foundation, so organizations that do not want a Microsoft-based platform may prefer to look elsewhere.

Alternatives

For a wider comparison, browse Family Office Software. Asseta is another paid option for buyers comparing family-office software across Android, iOS, and web. QPLIX is a paid alternative with Android, iOS, macOS, web, API, and self-hosted availability. Canopy may suit buyers who want a stated annual starting point: its Single Family Office plan starts at USD 15,000 per year with a one-year commitment, and each additional subscription unit costs USD 5,000 per annum. WealthSpectrum is a paid option available on Android, iOS, web, and self-hosted deployments.

Asora may suit offices seeking a published entry tier: USD 900.00 per month, billed annually, with unlimited users and bank account connections and 20 custodian accounts. Asset Vantage offers an SFO - 10 Entities plan at USD $30,000 a year, billed annually, for buyers whose requirements align with that entity-count plan. Landytech Sesame One is another paid alternative available on Android, iOS, web, and API. orydio is a paid option available on iOS, web, and API.

Verdict

Elysys is a strong candidate for established family offices that need investment, accounting, payments, and reporting to work across complex assets and jurisdictions. Its integrated scope, localisation, and deployment choices are the main reasons to choose it. Look elsewhere if transparent pricing, a quick self-serve start, or a non-Microsoft foundation matters more.