Elysys

Family offices running on spreadsheets or disconnected systems face a recurring problem: investment accounting, portfolio reporting, and entity management live in separate places, requiring manual reconciliation that consumes time and introduces error. Elysys addresses this by building its entire platform inside Microsoft Dynamics 365 Business Central, meaning the investment layer and the general ledger share a single data model rather than syncing across separate systems. Founded in Monaco in 2006, the firm has focused exclusively on the buy-side financial services sector, with family offices among its primary client segments.

The Elysys Wealth module handles the investment management and accounting functions that family offices typically need most:

• Portfolio aggregation across custodian accounts, entities, and asset classes
• Investment accounting with native integration to the Business Central general ledger
• Multi-entity consolidated reporting via Elysys BI Analytics, built on Microsoft Power BI
• Loan and structured finance tracking through a dedicated Elysys Loans module
• Corporate entity management via Elysys Corporate
• Bank and custodian data feeds through Elysys Bank Gateway

Because the platform is an extension of Business Central rather than a standalone product, family offices that already operate in the Microsoft ecosystem gain a direct path to consolidation. Teams accustomed to Office 365 tools face a shorter adoption curve, and infrastructure costs are kept lower through cloud deployment. The trade-off is vendor dependency: offices that prefer best-of-breed tools assembled from multiple providers will find Elysys requires committing to the Microsoft stack. Pricing is not publicly disclosed, and prospective clients must request a consultation to obtain figures. The platform suits single and multi-family offices looking for one system to span investment operations, accounting, and reporting, particularly those with existing Microsoft infrastructure.

• Investment portfolio management and accounting
• Multi-entity consolidated reporting
• Custodian and bank data aggregation
• Loan and structured finance tracking
• Corporate entity management
• Business intelligence and performance analytics

• Elysys Wealth: integrated investment management and accounting module
• Elysys Loans: loans, lease, and revolving credit management
• Elysys BI Analytics: Power BI-based reporting across all financial data
• Elysys Corporate: corporate entity and ownership management
• Elysys Bank Gateway: automated data exchange with custodian banks and brokers
• Multi-custodian portfolio aggregation
• Role-based access controls and identity protection
• Cloud and on-premises deployment options
• Custom report development and data migration services
• Microsoft Office 365 integration

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.

Elysys can provide software customisations for complex specific requirements.The platform is flexible enough to allow software to be added or customised even in the cloud.

Training, setup, data migration, report customisation, and ongoing management and maintenance services mentioned. Phone and email contact available.

Described as fast to implement; includes legacy system audit, business requirements gathering, data migration, and training.