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Elysys Wealth
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Elysys Wealth

par Elysys Financial Systems

Complete front-to-back investment accounting and portfolio management on Business Central

Elysys Wealth is the only 100% native Microsoft Dynamics 365 Business Central app that delivers a complete front-to-back investment management and accounting platform, no middleware, no custom integrations, no separate database.


Family offices, institutional investors, and corporate treasury teams use Elysys Wealth to eliminate the data silos that exist between their investment systems and their accounting ledger. The result: a single source of truth, real-time positions, and automated accounting across every asset class.


Built for complexity. Designed for clarity.


Elysys Wealth supports the full spectrum of investable assets in a single environment:

  • Equities, bonds, and funds
  • Derivatives and structured products
  • Private equity and alternative investments
  • Real estate, direct business holdings, and trust structures

    • Front-to-back in one system.

    • Front Office: Portfolio management, order book, performance & risk, benchmarks, investment mandates
    • Middle Office: Cash flow monitoring, corporate actions, P&L, daily reporting
    • Back Office: General ledger, investment accounting, tax reporting, regulatory reporting, multi-entity consolidation

      • Purpose-built for family offices

      Elysys Wealth handles the full complexity of modern family office structures, multi-entity holdings, partnership accounting, beneficiary net worth reporting, and cross-jurisdictional compliance, all in one place.


      Live market connectivity

      The Elysys Financial Gateway connects Business Central directly to custodian banks, prime brokers, Bloomberg, Refinitiv, Telekurs, and other data providers eliminating manual data entry and reconciliation errors.


      Native on Business Central. Trusted for 20 years.

      • True AL extension, installs and updates like a first-party Microsoft feature
      • Azure security, Microsoft identity, and Power Platform included
      • Microsoft AI Copilot embedded across portfolio, reporting, and workflow layers
      • Microsoft Business Applications Solutions Partner
      • Deployed across 4 continents, 160+ countries supported

        • No proprietary lock-in. No rip-and-replace. Just Business Central, extended into a full financial platform.


        Ready to close the gap between your investment data and your accounting ledger? Contact us to request a personalised demo.

        Vue d’ensemble

        https://catalogartifact.azureedge.net/publicartifacts/elysys.elysyswealth-bafdb6f2-0246-4d59-88f3-c0d02927db10/image2_Screenshot1.png
        https://catalogartifact.azureedge.net/publicartifacts/elysys.elysyswealth-bafdb6f2-0246-4d59-88f3-c0d02927db10/image8_Screenshot2.png
        https://catalogartifact.azureedge.net/publicartifacts/elysys.elysyswealth-bafdb6f2-0246-4d59-88f3-c0d02927db10/image0_Screenshot3.png
        https://catalogartifact.azureedge.net/publicartifacts/elysys.elysyswealth-bafdb6f2-0246-4d59-88f3-c0d02927db10/image6_assetsschedule.png
        https://catalogartifact.azureedge.net/publicartifacts/elysys.elysyswealth-bafdb6f2-0246-4d59-88f3-c0d02927db10/image7_liquiditydashboard.png