Elysys Wealth

Boost your wealth management with the Microsoft Dynamics 365 Business Central leading edge
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From day one Elysys Wealth makes portfolio management, Cash management, accounting and reporting easier and faster all from one end-to-end integrated investment accounting software. The financial services industry is tough, fast-moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of on-premise and cloud software that often come with inconsistent data and waste of resources.
Elysys Wealth
Elysys Wealth
Elysys Wealth
Elysys Wealth
Elysys Wealth
Core Features
Wealth Management Features
  • Asset Reporting
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Purchase Management
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Case Studies
  • Whitepapers