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Average Ratings 0 Ratings

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ease
features
design
support

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Description

DTCC Data Services provides both referential and activity-based data, available in either fixed or customizable formats, sourced from its comprehensive transaction, reference, position, and asset servicing data that spans all major asset classes. As the leading post-trade market infrastructure within the global financial services sector, DTCC streamlines the intricate challenges of data management across various transaction types and asset categories, thereby boosting transparency, reducing risk, and fostering greater efficiency for financial institutions. Their trade activity-based data solutions offer valuable market insights, enabling firms to evaluate risk factors effectively and hone their market positions, leading to well-informed decisions regarding business strategies and investments. Additionally, DTCC serves as a consolidated hub for corporate action announcements and reference data solutions, which aids organizations in enriching and reconciling their operational data, ultimately enhancing efficiency, accuracy, and overall business support. This holistic approach to data management empowers financial firms to navigate complexities with greater ease and confidence.

Description

Elysys Analytics serves as a comprehensive business intelligence and reporting solution tailored for family offices, investment managers, finance teams, and business analysts utilizing Elysys applications within Microsoft Dynamics 365 Business Central. By leveraging Microsoft Power BI, it effectively visualizes investment, financial, and accounts-payable information through dynamic dashboards and organized reports. The standard reporting suite encompasses a variety of critical financial insights, including investment positions, transactions, market values, gains and losses, trial balances, general-ledger activities, balance sheets, income statements, and vendor transactions. Users have the ability to navigate through data utilizing filters and dimensions, enhance analytical models, and construct self-service views focused on performance, risk assessment, ESG criteria, scenario analysis, and consolidated group reports. Additionally, the reporting framework integrates data from the entire Elysys platform, encompassing both portfolio and accounting details, thereby facilitating thorough analysis across different entities and asset classes. This comprehensive approach ensures that users can make informed decisions based on a wide array of financial data and analysis tools.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central No 
Microsoft Power BI No 
Symphony Yes 

Integrations

Microsoft Dynamics 365 Business Central Yes 
Microsoft Power BI Yes 
Symphony No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

DTCC

Founded

1973

Country

United States

Website

www.dtcc.com/data-services

Vendor Details

Company Name

Elysys

Founded

2006

Country

Monaco

Website

www.elysys.com

Product Features

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Alternatives

Alternatives

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SymPro Investment Management

SymPro Treasury Management Solutions