Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Unlock your potential by starting with data, as Novus partners with fund administrators, custodians, prime brokers, and portfolio management systems to digitize and streamline information provided by managers. Alternatively, you can maintain control by opting for self-upload, regardless of frequency or desired transparency level. Utilizing cutting-edge reconciliation technology, Novus ensures the accuracy and timeliness of essential portfolio data. The platform is adept at identifying and addressing data discrepancies, refining portfolio information to meet your needs. You can label, categorize, and analyze your data with custom tags, while also integrating alternative data sources like ESG metrics. Additionally, Novus allows you to compare public filings from a vast array of managers, providing deep insights into market dynamics. Dive into Novus’ proprietary indices to keep tabs on the most sought-after hedge fund stocks and enhance your investment strategies even further. By leveraging these tools, you can achieve a comprehensive understanding of your investment landscape and make informed decisions.
API Access
Has API
No
API Access
Has API
No
Integrations
MSIGHTS
No
Microsoft Dynamics 365 Business Central
Yes
Microsoft Power BI
Yes
Teamstack
No
Integrations
MSIGHTS
Yes
Microsoft Dynamics 365 Business Central
No
Microsoft Power BI
No
Teamstack
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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)
Yes
Online Support
No
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
Yes
Vendor Details
Company Name
Elysys
Founded
2006
Country
Monaco
Website
www.elysys.com
Vendor Details
Company Name
Novus Partners
Founded
2007
Country
United States
Website
www.novus.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 Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
No
Market Risk Management
Yes
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
No
Investor Reporting
Yes
P&L Calculation
Yes
Partnership Accounting
No
Performance Analysis
Yes
Portfolio Analysis
Yes
Portfolio Management
Yes
Investment Management
Accounting Management
No
Benchmarking
Yes
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
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
Yes