
Elysys Wealth
Deployment
Best for
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
- Online (Ticket)
- 24x7 Support
Training
- Webinar
- In-person
Knowledge Base
- Help Guides
- Video Guides
- Case Studies
- Whitepapers
Capabilities
Elysys Wealth features
The full feature set, grouped by module.
Plans
Elysys Wealth pricing
Media
Screenshots & video
