Elysys Wealth

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Deployment

Web-based

Best for

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Overview

About Elysys Wealth

From day one Elysys Wealth makes portfolio management, Cash management, accounting and reporting easier and faster all from one end-to-end integrated investment accounting software. The financial services industry is tough, fast-moving and under stringent regulatory constraints. Firms are under increased pressure to adapt to new rules and improve visibility and compliance while controlling cost. They end up having to deal with a myriad of disparate legacy applications often a mix of on-premise and cloud software that often come with inconsistent data and waste of resources.

At a glance

Software information

Industries served, licensing and the support Elysys Wealth provides.

Licensing

  • Quote Based
  • Free trial

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Case Studies
  • Whitepapers

Knowledge Base

  • Help Guides
  • Video Guides
  • Case Studies
  • Whitepapers
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Capabilities

Elysys Wealth features

The full feature set, grouped by module.

Wealth Management Software

  • Asset Reporting
  • Online Application
  • Data Import/Export
  • Financial Planning
  • Purchase Management
  • Loyalty Program
  • Performance Measurement
  • Portfolio Management
  • Patient Records

Plans

Elysys Wealth pricing

Free Version
No
Payment Frequency
Quote Based
Free Trial
0 Days

Media

Screenshots & video