Elysys Wealth - 2026 Pricing, Features, Reviews & Alternatives

Elysys Wealth is a front-to-back investment portfolio management platform built natively on Microsoft Dynamics 365 Business Central and deployed on Microsoft Azure, including Sovereign Cloud options with regional data residency and customer-controlled encryption keys. The platform consolidates portfolio management, order book, cash monitoring, corporate actions, general ledger accounting, and tax reporting into a single ERP environment, covering equities, funds, bonds, derivatives, private equity, and alternative assets. With no middleware or separate database layer, investment transactions and accounting entries share one database, and trades post automatically to the general ledger, eliminating reconciliation between investment management and accounting systems.

Elysys Wealth serves family offices (single and multi-family), high-net-worth individuals, institutional investors, corporate treasury teams, asset managers, private banks, alternative and social investment funds, hedge funds, real estate and infrastructure funds, and insurance companies across 30+ countries, with over 100 billion USD in assets managed on the platform. The Financial Gateway automates custodian and broker data feeds, pulling real-time prices, bank statements, trade confirmations, and corporate actions. Multi-entity consolidation supports trusts, LLCs, partnerships, and holding companies across jurisdictions, with automated intercompany netting and multi-currency group reporting. Compliance frameworks for IFRS, US GAAP, and LUX GAAP are built in, alongside audit trails and role-based security inherited from Microsoft Azure enterprise controls.

Elysys Wealth extends natively into the Microsoft ecosystem, interoperating with Excel, Outlook, Power BI, Teams, and SharePoint. Performance attribution, risk analytics, and ESG reporting are available via Elysys Analytics on Power BI, with drag-and-drop custom web dashboards and report building. Microsoft Copilot is embedded across the platform, supporting natural language queries over financial data, automated journal suggestions, anomaly detection on transaction patterns, and document summarisation. AI agents automate repeatable workflows including bill payment runs, cash flow reports, and alternative investment cash flow schedules, with AI access governed by existing Business Central role profiles and permission sets.