Elysys Wealth

Enterprise-class application for wealth management

Elysys Wealth is an investment portfolio management App tailored to meet the needs of single and multi-family offices looking to automate and manage their financial affairs better with a complete accounting and investment management solution.

Supporting The Most Complex Estate Structure

· Providing a large variety of different types of assets such as real estate, businesses, investments and trust held in multiple entities or jurisdictions.

· Partnership Accounting, managing the complexity of multiple beneficiary ownership structures, percentage ownership and beneficiary net worth reporting.

· Assisting with compliance and regulatory requirements including tax considerations across different jurisdictions.

Single source of truth wealth management system

Enterprise applications offer uniform user experience across all departments with a single login. The SSOT (Single Source of Truth) model eliminates the silos between accounting and investment management, enabling you to make data-driven decisions.