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
Pacer® offers a sophisticated multi-currency portfolio management solution tailored for investment managers operating on a global scale, particularly those handling substantial transaction volumes for institutional or private clients worldwide. This platform provides an all-encompassing and integrated system for overseeing securities, transactions, positions, cash flow, income, corporate actions, and meticulous record keeping. With its global multi-currency capabilities, users can effectively monitor transactions and portfolios while re-evaluating them in any desired currency. Pacer streamlines and expedites even the most complex processes involved in global portfolio accounting. Its comprehensive portfolio accounting ensures that all aspects of your business needs are met with a tried-and-true solution. Users benefit from real-time data access to global securities information through the SS&C-owned Securities Valuation Corporation (SVC). The robust web-based reporting feature grants the ability to access real-time portfolio data from any location with internet connectivity. Additionally, the architecture is designed to be both cost-effective and scalable, accommodating the evolving needs of investment management. Thus, Pacer® stands out as a vital tool for enhancing efficiency and accuracy in portfolio management across diverse markets.
API Access
Has API
No
API Access
Has API
No
Integrations
Desktop.com
No
Microsoft Dynamics 365 Business Central
Yes
Microsoft Power BI
Yes
Totality
No
Integrations
Desktop.com
Yes
Microsoft Dynamics 365 Business Central
No
Microsoft Power BI
No
Totality
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
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)
Yes
In Person
No
Vendor Details
Company Name
Elysys
Founded
2006
Country
Monaco
Website
www.elysys.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com/solutions/products-a-to-z/pacer
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
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No