Anclave vs Elysys
Anclave
anclave.comElysys
elysys.comSide by side
| Figure | Anclave | Elysys |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 0 |
| Spec score · Family Office Software | 7.3 (#15) | 7.8 (#7) |
| Compliance | The site describes tools to organize documents, entities, and matters and keep them audit-ready. | The product describes audit trails, financial controls, role-based security, document traceability, and localized regulatory reporting. |
| Headquarters | Wilmington, Delaware, 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. |
| Purpose | Anclave describes itself as an AI platform and financial data management platform for family offices, private wealth managers, and institutional investors. | Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices. |
| Reporting | Anclave says it generates institutional-quality reports and uses AI to assemble the narrative. | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. |
| Security | The security page says data is encrypted in transit using TLS 1.3 and at rest using AES-256, with row-level organization isolation. | 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 | Support is available by email, with response times varying by plan tier and issue severity. | Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners. |
In their own words
Anclave
Anclave is a web financial data management platform for family offices, private wealth managers, and institutional investors. It ingests financial documents, extracts structured data, and presents the results in a dashboard. Deal flow tools follow opportunities from introduction to close with AI summaries, pipeline visibility, and decision history. Capital across funds, entities, and vehicles can be managed from one source of truth, with consolidated reporting, entity and document management, workflow automation, and automated imports. Anclave says its reports are institutional-quality and that AI assembles the narrative; its tools organize documents, entities, and matters for audit readiness. Access is being offered to selected family offices by invitation, with administrator invitations or waitlist approval also described. Security information specifies TLS 1.3 in transit, AES-256 at rest, and row-level organization isolation. Document content is processed ephemerally, not retained by the processing service after extraction, and not used to train models. Production data is stored in the United States. Pricing is on request.
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.