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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Elysys Financial Gateway serves as a financial data integration tool, linking the Elysys ecosystem with various banks, brokers, custodians, and providers of financial data. Designed to minimize manual data handling, this solution streamlines the transfer of financial information into the broader Elysys platform and integrates seamlessly with Microsoft Dynamics 365 Business Central. It accommodates a variety of data types, including bank statements, market prices, trade confirmations, and corporate actions, enabling finance and investment teams to maintain updated information across numerous institutions. By standardizing incoming data and interfacing external financial sources with portfolio management, accounting, and reporting functions, Elysys Financial Gateway enhances efficiency, mitigates the need for manual data entry, and fosters more dependable financial workflows. This solution is ideal for family offices, financial institutions, and investment organizations that engage with multiple banks, custodians, brokers, and data sources while tackling the complexities of financial data management. Ultimately, Elysys Financial Gateway stands out as an essential tool for optimizing financial operations in a multi-institutional landscape.

Description

Your clients have accumulated investments across a diverse array of financial institutions, necessitating your ability to navigate and interpret this complexity in order to offer well-informed and insightful advice. It is essential to support performance reporting, composites, and analytics from a unified platform, ensuring streamlined portfolio reporting that encompasses performance metrics, composite data, and analytics. By integrating seamlessly with existing systems, you can minimize both complexity and costs associated with multiple platforms. Our open architecture enables you to choose and integrate the specific tools that are essential for your business's success. Additionally, our Open API (Application Programming Interface) provides secure access to the intelliflo portfolio for financial advisory firms and various third-party providers, facilitating the easy incorporation of numerous service-enhancing applications. Alongside comprehensive portfolio reporting, our solution also includes tax-aware rebalancing capabilities, as well as multi-custodian trading options for Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs), ultimately enhancing your service offerings and client satisfaction. This holistic approach not only streamlines your workflow but also empowers you to deliver exceptional value to your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Fundment No 
Microsoft Dynamics 365 Business Central Yes 

Integrations

Fundment Yes 
Microsoft Dynamics 365 Business Central 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 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 Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Elysys

Founded

2006

Country

Monaco

Website

www.elysys.com

Vendor Details

Company Name

intelliflo

Founded

2007

Country

United States

Website

www.portfoliopathway.com

Product Features

Product Features

Investment Management

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

Alternatives

No Alternatives

Alternatives