Elysys
Elysys: Broad family office operations coverage for complex, multi-entity structures. Ranked #5 of 24 in Family Office Software by our editors (8.9/10); pricing: Pricing on request; best for global offices needing broad operational coverage.
At a glance
- Editor score8.9 / 10
- PricingPricing on request
- Best forGlobal offices needing broad operational coverage
- Consolidated reportingYes
- Facts checked22 Sep 2026
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
Our verdict on Elysys
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, reporting and financial data connectivity. The platform is designed for single and multi-family offices managing complex, multi-entity and multi-jurisdiction structures. Its portfolio coverage includes equities, funds, bonds, derivatives, private equity and alternative assets, with support for multiple currencies and languages.
Elysys covers a broad operational workflow, from custodian, broker and bank data feeds through investment and general-ledger accounting, entity and beneficiary management, cash-flow monitoring, loans, deposits and bill pay. Multi-entity consolidation and intercompany operations support structures that require coordinated financial administration. Document storage and traceability, automated workflows and integrated AI agents extend the platform beyond core accounting. Power BI dashboards add performance, risk, ESG and scenario analysis, while Microsoft Excel, Teams and SharePoint support the surrounding Microsoft environment.
The published commercial model is contact sales, so prospective offices begin by speaking with Elysys representatives rather than selecting a public plan. That approach fits organizations seeking a tailored deployment across entities, jurisdictions and asset classes. Elysys is a strong fit for global offices that want operational breadth, connected financial data and consolidated reporting in a Microsoft-based environment. Offices seeking only a narrow portfolio, accounting or scheduling function may find its wider operating model more than they need.
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Elysys pricing
Elysys fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Consolidated reporting | Yes |
| Investment accounting | Yes |
| Entity management | Yes |
| Document management | Yes |
| Workflow automation | Yes |
| Data import methods | Automated |
| Deployment | Cloud |
| Compliance & security | GDPR, SOC 2, ISO 27001, SSO/SAML |
| Support | Email, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 300+ integrations: Microsoft Dynamics 365 Business Central, Microsoft Power BI, Microsoft Excel, Microsoft Teams, Microsoft SharePoint, Bloomberg … |
| Pricing | Pricing on request |
| Website | elysys.com |
| Facts checked | 22 Sep 2026 |
Elysys integrations
Elysys lists 300+ integrations on its own site — the 13 named here are the ones its pages call out.
- Microsoft Dynamics 365 Business Central
- Microsoft Power BI
- Microsoft Excel
- Microsoft Teams
- Microsoft SharePoint
- Bloomberg
- Refinitiv
- Telekurs
- EDI
- Banks
- Custodians
- Brokers
- Data aggregators
Alternatives to Elysys
- FundCountA broad accounting and reporting platform for complex, multi-entity family offices.9.4
- Archway PlatformA broad family-office system for connecting investment books, entities, reporting, and operations.9.2
- QPLIXA broad family-office platform for consolidated reporting and multi-entity operations.9.1
Elysys vs the competition
- Elysys vs FundCount
- Elysys vs Archway Platform
- Elysys vs QPLIX
- Elysys vs AtlasFive
- Elysys vs Canopy
- Elysys vs Asset Vantage
Compare Elysys with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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