Addepar vs Elysys
Addepar
addepar.comElysys
elysys.comSide by side
| Figure | Addepar | Elysys |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Family Office Software | 8.2 (#3) | 7.8 (#7) |
| Headquarters | New York City, New York, United States | The contact page lists an Elysys Monaco address at L’Astoria, 26 bis Boulevard Princesse Charlotte, 98000 Monaco, and a US address in New York City. |
| Integrations | Addepar offers prebuilt partner integrations and flexible APIs for connecting in-house and third-party systems. | The platform describes connectivity to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators. |
| Reporting | Addepar supports personalized reporting and automates report generation and distribution workflows. | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. |
| Security | The 2024–2025 SOC 3 report states that controls for the Analytics & Reporting and Navigator platforms were effective during July 1, 2024 through August 31, 2025 against applicable trust services criteria for security, confidentiality and privacy. | The maker says access controls are role-based and data is encrypted at rest with TDE and BitLocker and in transit with TLS; encryption cannot be turned off. |
| Support | Current clients are directed to contact their Client Success Manager or use Addepar Learn for client support. | Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners. |
Plans
In their own words
Addepar
Addepar is a data and AI platform for investment professionals that brings financial data together and streamlines workflows. It models public and private assets for portfolio analysis across multiple asset classes, including alternatives. Users can build analytics and dashboards, model client and asset ownership structures, and review performance, allocation, risk, and tax lots. Reporting can be personalized, with workflows for generating and distributing reports. A branded client portal gives clients a live view of net worth and portfolio changes through web or mobile access. Fee management supports complex schedules, exclusions, and valuation methods, with underlying data available to audit calculations. AI-assisted parsing captures alternatives data for viewing alongside traditional assets. Prebuilt partner integrations and flexible APIs connect other systems; APIs also support data access, workflow automation, and extensions. Addepar is a hosted web-based service, with Android, iOS, web, and API platforms listed. Pricing is on request. It serves wealth managers, banks, family offices, fund managers, and institutional allocators.
Elysys
Elysys is a family-office platform that combines wealth management, accounting, bill pay, cash flow, and investment management. It handles real estate, businesses, investments, and trusts across multiple entities and jurisdictions. Portfolio tools cover order books, deal flow, performance and risk, benchmarks, and investment mandates; accounting tools include general-ledger and investment accounting, receivables, tax and regulatory reporting, asset tracking, and consolidation. Elysys Analytics brings financial data into Power BI dashboards and reports, including performance, risk, ESG, and scenario analysis. Country-specific settings address tax, accounting, reporting, language, and currency needs, with intercompany transaction support. Built on Microsoft Dynamics 365 Business Central, it offers apps through Microsoft AppSource and describes connections to custodians, brokers, financial data providers, EDI, and data aggregators. Deployment options include on-premises, private cloud, and Business Central SaaS. It runs on Android, iOS, macOS, web, and Windows, with self-hosted deployment also listed. Pricing is on request.