Elysys
6.4#9 in family office softwareAndroidiOSWebmacOS
Visit| Fact | Elysys | Sharpfin Family Office Suite |
|---|---|---|
| Compliance | The product describes audit trails, financial controls, role-based security, document traceability, and localized regulatory reporting. | The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting. |
| Deployment | Elysys describes on-premises, private cloud, and Microsoft Dynamics 365 Business Central SaaS deployment options. | The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform. |
| Headquarters | The contact page lists an Elysys Monaco address at L’Astoria, 26 bis Boulevard Princesse Charlotte, 98000 Monaco, and a US address in New York City. | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | The platform describes connectivity to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Purpose | Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
| Reporting | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
No prices published.
Elysys is intended for family offices managing complex assets, accounts, and entities across jurisdictions. It may suit organizations seeking investment and accounting functions in one platform.
It suits wealth managers, family offices, and fund administrators seeking modular tools for client and portfolio management, compliance, and reporting. Its web and API availability and branded client access may fit teams serving clients digitally.