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Boost your wealth management with the Microsoft Dynamics 365 Business Central leading edge

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
Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Case Studies
  • Whitepapers

Elysys Wealth Core Features

Focus of Wealth Management Feature
  • Asset Reporting
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Purchase Management
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records

Elysys Wealth Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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