AtlasFive vs Elysys

AtlasFive9.0Visit Elysys8.9Visit

Higher score AtlasFive #4 in Family Office Software 9.0/10 Pricing on request ✓ 5 of 5 features Visit AtlasFive

vs

Elysys #5 in Family Office Software 8.9/10 Pricing on request ✓ 5 of 5 features Visit Elysys

• AtlasFive fits best

  Offices needing accounting and operational workflows

• Elysys fits best

  Global offices needing broad operational coverage

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature	AtlasFive 9.0/10 Visit ↗	Elysys 8.9/10 Visit ↗
At a glance
Editor score	9.0	8.9
Ranking	#4 in Family Office Software	#5 in Family Office Software
Best for	Offices needing accounting and operational workflows	Global offices needing broad operational coverage
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud, Mobile	Cloud
Compliance	SOC 2, ISO 27001, GDPR, 2FA	GDPR, SOC 2, ISO 27001, SSO/SAML
Integrations	2 integrations	300+ integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features AtlasFive 5/5 · Elysys 5/5
Consolidated reporting	✓	✓
Investment accounting	✓	✓
Entity management	✓	✓
Document management	✓	✓
Workflow automation	✓	✓
Specs
Data import methods	Automated	Automated
Our review
Pros	Combines general-ledger, trust, partnership, and tax accounting Connects entity management, documents, bill pay, and workflow automation Consolidates reporting across entities, accounts, and investments	Covers portfolios, accounting, entities, cash, bills and documents in one platform Supports multi-currency, multi-language and multi-jurisdiction operations Connects with Business Central, Power BI, Bloomberg, banks and custodians
Cons	Pricing uses a contact-sales model Web is the listed platform Integration coverage includes BILL and Power BI	Pricing requires contacting Elysys representatives Its broad scope may exceed the needs of narrowly focused offices Its platform foundation centers on Microsoft Dynamics 365 Business Central
Our verdict	AtlasFive is a cloud-native wealth management platform for single-family offices, multi-family offices, wealth owners, registered investment advisors, and related wealth-management firms. Its scope spans general-ledger, trust, partnership,… Read the review →	Elysys is a family office platform built on Microsoft Dynamics 365 Business Central. It combines portfolio management, investment accounting, general-ledger accounting, bill pay, cash-flow management, entity operations, consolidation,… Read the review →

Strengths and trade-offs

• AtlasFive — where it wins

  • Combines general-ledger, trust, partnership, and tax accounting
  • Connects entity management, documents, bill pay, and workflow automation
  • Consolidates reporting across entities, accounts, and investments

  Where it doesn't

  • Pricing uses a contact-sales model
  • Web is the listed platform
  • Integration coverage includes BILL and Power BI

• Elysys — where it wins

  • Covers portfolios, accounting, entities, cash, bills and documents in one platform
  • Supports multi-currency, multi-language and multi-jurisdiction operations
  • Connects with Business Central, Power BI, Bloomberg, banks and custodians

  Where it doesn't

  • Pricing requires contacting Elysys representatives
  • Its broad scope may exceed the needs of narrowly focused offices
  • Its platform foundation centers on Microsoft Dynamics 365 Business Central

• AtlasFive9.0/10 · Pricing on request

  A broad family-office system for accounting, entities, documents, payments, and reporting.

  Visit AtlasFiveFull verdict →
• Elysys8.9/10 · Pricing on request

  Broad family office operations coverage for complex, multi-entity structures.

  Visit ElysysFull verdict →