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Average Ratings 1 Rating
Description
Elysys Wealth is an investment management and portfolio accounting solution built for family offices and financial institutions managing complex assets and structures. Developed natively on Microsoft Dynamics 365 Business Central, it combines portfolio management, investment accounting, cash management, reporting, and operational workflows in one connected environment.
The platform supports a wide range of asset classes, including equities, funds, bonds, derivatives, private equity, and alternative investments. It also provides automated position aggregation, cash forecasting, custom reporting, and connectivity to banks, brokers, and custodians through data feeds.
Elysys Wealth is designed to bring front-, middle-, and back-office processes closer together, helping finance and investment teams reduce manual reconciliation, limit reliance on spreadsheets, and improve visibility across portfolios, transactions, cash, and accounting data.
Because it is built directly on Business Central, users can manage investment operations within the same Microsoft-based platform used for core financial processes. This makes Elysys Wealth particularly suited to organisations looking for a more integrated way to manage complex investment activity without adding another disconnected system.
Description
FinBursa serves as an advanced front-office solution tailored for global private markets, integrating customer relationship management, deal coordination, document processing, fundraising efforts, asset sales, and opportunity marketing into a cohesive, customizable environment, enhanced by embedded AI technology and a comprehensive deal database. This platform empowers firms in the private market sector to streamline their management of relationships, transactions, and documents within a single collaborative interface, eliminating the need for disparate systems. The AI features are designed to leverage the firm’s interconnected data and institutional framework, facilitating informed analysis and execution across various front-office processes. FinBursa is ideal for professional participants in private markets who require robust infrastructure and adaptable workflows that minimize fragmentation, safeguard institutional knowledge, and enable teams to operate with increased speed, consistency, and oversight, ultimately driving better outcomes in their business activities. By fostering an integrated approach, FinBursa not only enhances efficiency but also supports better strategic decision-making across the organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365 Business Central
Yes
Microsoft Outlook
No
Microsoft Power BI
Yes
Integrations
Microsoft Dynamics 365 Business Central
No
Microsoft Outlook
Yes
Microsoft Power BI
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
Contact us
Contact us for pricing. Annual subscription, minimum 5 users.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
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
FinBursa Technologies Ltd
Founded
2024
Country
New York, NY, United States; Dubai, United Arab Emirates
Website
finbursa.com
Product Features
Hedge Fund
Compliance Management
Yes
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
Yes
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
Yes
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
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
No
Territory Management
No
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
Virtual Data Room
Anonymity Management
No
Audit Trail
No
Collaboration
No
Data Protection
No
Data Storage Management
No
Document Tagging
No
Due Diligence Management
No
Procurement Management
No
Project Management
No
Role-Based Permissions
No
Secure Preview
No