Elysys Wealth

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Monaco HQFounded 2006

Deployment

Web-based

Best for

51–100 employees101–500 employees501–1000 employees1000+ employees

Overview

About Elysys Wealth

Elysys Financial Systems provides integrated wealth and investment management software built natively on Microsoft Dynamics 365 Business Central. Designed for family offices, institutional investors and financial organisations, Elysys brings portfolio management, lending, multi-entity accounting, bank and custodian connectivity, analytics and reporting into one connected environment. Since 2006, Elysys has supported clients in more than 30 countries, with over $230 billion in assets managed on the platform and more than 1 million transactions processed each year.

By replacing disconnected tools and spreadsheets with a unified Microsoft-based system, Elysys helps finance teams reduce manual work, improve data consistency and gain a clearer view of investments, cash, accounting and reporting across complex financial structures.

At a glance

Software information

Industries served, licensing and the support Elysys Wealth provides.

Industries

  • Banking
  • Financial-services
  • Insurance

Licensing

  • Proprietary
  • Quote Based
  • Free trial

Support

  • Phone
  • Email
  • Online (Ticket)
  • 24x7 Support

Training

  • Webinar
  • In-person

Knowledge Base

  • Help Guides
  • Video Guides
  • Case Studies
  • Whitepapers
Languages (1)
English
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Capabilities

Elysys Wealth features

The full feature set, grouped by module.

Wealth Management Software

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

Plans

Elysys Wealth pricing

Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Free Trial
0 Days

Media

Screenshots & video