**Gain the Advantage**
The challenges and complexity of the financial services industry continue to grow, alongside increasing regulatory and compliance pressures. To survive and thrive in today’s market, family offices need every possible advantage, including solutions that enhance financial management and operational efficiency.
**A Winning Combination of Industry Expertise and Microsoft Software**
Elysys pioneered the use of Microsoft ERP applications within the financial services sector, with a vision to deliver an innovative, comprehensive and cost-effective value proposition for global mid-market financial services organisations.
Its mission is to help clients achieve long-term business objectives by delivering intelligent, integrated business applications that support the entire organisation and provide deeper operational insight.
**We Are the Experts**
• Established in 1999
• Microsoft Partner since 2006
• Financial Services Specialist since 2007
• Over 50 clients, including 30 family offices with more than $200 billion in assets under management
• Average annual software contract renewal rate of 95%
• Industry expertise spanning regulatory reporting, wealth management, risk and compliance, performance reporting and structured finance
Elysys software is a secure, scalable and fully integrated solution, tailored to financial organisations managing single or multiple clients across multiple regulatory and compliance frameworks.
**Leveraging Microsoft Dynamics 365 Business Central**
Why develop proprietary systems when Microsoft’s next-generation ERP platform offers best-in-class financial accounting, banking, security and technology frameworks?
By leveraging the power and scalability of Microsoft Dynamics 365 Business Central, Elysys delivers sustainable competitive advantage, particularly in the delivery of highly specialised treasury management solutions.
**Holistic Treasury Management Solution**
Elysys provides a holistic, end-to-end treasury management solution designed to unify data by breaking down silos between front, middle and back offices within financial services organisations.
The platform transforms Microsoft Dynamics 365 into a finance-industry-specific solution across:
**Wealth Management**
Family offices, funds, asset managers and the public sector
**Structured Finance**
Project finance, structured debt, asset finance and private lending
**Platform Highlights**
Straight-through processing
Multi-company and multi-jurisdictional support
Available in the cloud or on-premises
Highly customisable
Loan management capabilities
Fully integrated portfolio management across multiple asset classes
Connectivity to banks and brokers
Embedded risk and compliance rules
Support for financial and non-financial assets
Real estate management
Fixed assets including art, jewellery and collectables
Philanthropy and ESG functionality
**Complete Back Office Module**
The Elysys Back Office module is built on Microsoft Business Central and delivers best-in-class financial management capabilities, including:
• Flexible entity structure design (chart of accounts, currencies, dimensions and reporting)
• Compliance with international accounting standards and local tax regulations
• Approval workflows and process automation
• Consolidation, budgeting and cash management
• Fixed asset and vendor management
• Straight-through processing from wealth and loan management modules
**Reports & Analytics**
Elysys BI Analytics delivers powerful business intelligence across the entire Elysys platform. With deep, granular reporting capabilities, users can generate live dashboards and detailed reports at the touch of a button.
Whether analysing portfolio performance and returns, or providing segregated client reporting with secure, live dashboards, Elysys BI Analytics scales to deliver the precise level of insight required.
**What Do GPFO Say?**
For family offices requiring a fully bespoke and highly flexible system capable of encompassing front, middle and back office functions.
