Elysys

iPhone + Android

8.8No. 2 of 24
in Family Office Software

Recognised40% of the score83
Phone app26% of the score100
Documented20% of the score98
Free plan14% of the score30

Free plan: No
Runs on: Android, iPhone, Mac, self-hosted, Web, Windows

Summary

Elysys is ranked #2 of 24 in family office software on Samsung Mobile US Press. It runs on Android, iOS, macOS, Self-hosted, Web, Windows.

Compared on family office software

Consolidated reporting: Yeselysys.com
Investment accounting: Yeselysys.com
Entity management: Yeselysys.com
Document management: Yeselysys.com
Workflow automation: Yeselysys.com
Data import methods: automatedelysys.com

Facts

Purpose: Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices.elysys.com · 4 Oct 2026
Asset coverage: It supports real estate, businesses, investments, and trusts held across multiple entities or jurisdictions.elysys.com · 4 Oct 2026
Core operations: The platform brings wealth management, accounting, bill pay, and cash flow into one integrated system.elysys.com · 4 Oct 2026
Portfolio functions: Its front-office functions include portfolio management, order books, alternative assets, deal flow, performance and risk, benchmarks, and investment mandates.elysys.com · 4 Oct 2026
Accounting functions: Back-office functions include general-ledger and investment accounting, bill pay and receivables, tax and regulatory reporting, asset tracking, and consolidation.elysys.com · 4 Oct 2026
Platform: Elysys is built natively on Microsoft Dynamics 365 Business Central and its apps are published on Microsoft AppSource.elysys.com · 4 Oct 2026
Integrations: The platform describes connectivity to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators.elysys.com · 4 Oct 2026
Reporting: Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis.elysys.com · 4 Oct 2026
Multi-jurisdiction support: Country-specific localisation covers tax, accounting, reporting, language, and currency needs, and the platform supports intercompany transactions.elysys.com · 4 Oct 2026
Security: The maker says access controls are role-based and data is encrypted at rest with TDE and BitLocker and in transit with TLS; encryption cannot be turned off.elysys.com · 4 Oct 2026
AI data use: The maker says customer data powers AI features but is not used to train Microsoft general AI models, and Copilot respects users' existing permissions.elysys.com · 4 Oct 2026
Data residency and ownership: Customers can choose US or EU data regions, retain ownership of their data, control access, and export it at any time.elysys.com · 4 Oct 2026
Support and deployment: Elysys says it has a worldwide partner network and offers local support; its consultant page describes fast-track and bespoke implementation approaches.elysys.com · 4 Oct 2026
Company history: Elysys says it began developing solutions in 2006 and has served clients across four continents.elysys.com · 4 Oct 2026
Asset and entity coverage: It supports assets including real estate, businesses, investments, and trusts across multiple entities or jurisdictions.elysys.com · 4 Oct 2026
Operations: The platform brings wealth management, accounting, bill pay, and cash flow into an integrated system.elysys.com · 4 Oct 2026
Portfolio tools: Front-office capabilities include portfolio management, order book, deal flow, performance and risk, benchmarks, and investment mandates.elysys.com · 4 Oct 2026
Accounting and reporting: Back-office capabilities include general ledger and investment accounting, bill pay, tax and regulatory reporting, fixed assets, and consolidation.elysys.com · 4 Oct 2026
Microsoft platform: Elysys is based on Microsoft Dynamics 365 Business Central and offers apps through Microsoft AppSource.elysys.com · 4 Oct 2026
Analytics: Its analytics offering includes self-service reporting, ready-to-use reports, custom web dashboards, and shareable reports.elysys.com · 4 Oct 2026
Compliance: The product describes audit trails, financial controls, role-based security, document traceability, and localized regulatory reporting.elysys.com · 4 Oct 2026
AI and data: The site says customer data powers AI features but is not used to train Microsoft General AI models.elysys.com · 4 Oct 2026
Encryption and recovery: The site states data is encrypted at rest with TDE and BitLocker and in transit with TLS, and gives Business Central recovery objectives typically under 12 hours RTO and under one hour RPO.elysys.com · 4 Oct 2026
Deployment: Elysys describes on-premises, private cloud, and Microsoft Dynamics 365 Business Central SaaS deployment options.elysys.com · 4 Oct 2026
Support: Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners.elysys.com · 4 Oct 2026
Pricing: The opened product and contact pages direct visitors to book a demo or contact Elysys; they do not state a software price.elysys.com · 4 Oct 2026