Elysys review
Broad family office operations coverage for complex, multi-entity structures.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Elysys pros and cons
- 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
Elysys fact sheet, pricing and score →
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