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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Ledgex Pro stands out as the pioneering platform designed specifically for multi-asset allocators, allowing users to directly confront data quality issues within the industry, thereby enhancing the timeliness, precision, and trustworthiness throughout the investment office. Users can input and stage data prior to its dissemination within the office, ensuring complete visibility into the data’s quality, including any revisions, corrections, and approvals made. This provides greater control over data management while reducing the amount of effort required. The platform offers performance insights across portfolios and custom groupings, along with detailed information regarding the source and recency of data at every hierarchical level, complemented by real-time analytics that become accessible as each figure is entered and validated through Mission Control. Recognizing that accounting serves as the backbone of investment operations, we constructed a robust foundational system that automatically creates ledger entries for every transaction that is entered, reconciled, and approved just once in Mission Control, eliminating the need for repetitive data entry. With Ledgex Pro, users can streamline their processes while maintaining high standards of accuracy and efficiency in their financial operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central Yes 
Microsoft Power BI Yes 

Integrations

Microsoft Dynamics 365 Business Central No 
Microsoft Power BI 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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook 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 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Elysys

Founded

2006

Country

Monaco

Website

www.elysys.com

Vendor Details

Company Name

Ledgex

Founded

2010

Country

United States

Website

www.ledgex.com

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 

Product Features

Hedge Fund

Compliance Management No 
Contact Management No 
Investor Accounting No 
Investor Reporting No 
P&L Calculation No 
Partnership Accounting No 
Performance Analysis No 
Portfolio Analysis No 
Portfolio Management No 

Investment Management

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

Investor Relations

Automated Reporting No 
Compliance Management No 
Custom Emails / Newsletters No 
Data Centralization No 
Deal & Acquisition Management No 
Document Creation No 
Document Management No 
Electronic Signature No 
IR Website Builder No 
Investor CRM No 
Investor Transactions / Valuations No 

Alternatives

No Alternatives

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