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Description
Why opt for proprietary systems when Microsoft's latest ERP release features top-tier financial accounting, banking, security, and technology frameworks? Elysys harnesses the robust capabilities and scalability of the powerful Microsoft Dynamics 365 Business Central platform, providing a significant edge, especially in delivering specialized treasury management applications. Users can seamlessly generate customized dashboards and reports for any financial or investment data, with the ability to delve into specific transactions as needed. This system enables the aggregation of both financial and non-financial assets across diverse portfolios and asset categories. Additionally, it facilitates financial consolidation for groups across various levels. Over the past 15 years, we have introduced an extensive suite of modules that encompass a wide array of investment types, including paper investments, money markets, derivatives, structured products, and even private equity and alternative investments such as Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, and Swaps. Our commitment to innovation and excellence ensures that our clients are equipped with cutting-edge tools to manage their financial operations effectively.
Description
Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Elysys
Founded
1998
Country
Monaco
Website
www.elysys.com/elysys-wealth-management-software
Vendor Details
Company Name
Tier1 Financial Solutions
Founded
2008
Country
United States
Website
tier1fin.com
Product Features
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management