Asseta vs Elysys
Asseta
asseta.aiElysys
elysys.comSide by side
| Figure | Asseta | Elysys |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 0 | 0 |
| Spec score · Family Office Software | 7.7 (#8) | 7.8 (#7) |
| Headquarters | 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 | Asseta connects to more than 15,000 financial institutions and applications through integrations and API connectivity. | The platform describes connectivity to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators. |
| Purpose | Asseta is an intelligent financial ecosystem built for modern family offices. | Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices. |
| Security | Asseta states that it has SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance built in. | 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 | Users receive support by phone, email and a dedicated Slack channel, along with tutorials, FAQs and community resources. | Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners. |
In their own words
Asseta
Asseta is a financial platform for family offices, registered investment advisors, and accounting firms. Its shared general ledger combines banking, investments, and accounting in a GAAP-aligned system, with support for multiple entities, currencies, dimensions, and assets such as cash, public markets, private equity, homes, and art. The product set includes cash management, bill pay, reporting, analytics, forecasting, partnership accounting, collectibles tracking, and document management. Its Document Vault turns statements and invoices into draft entries, links files to ledger transactions, and provides search, permissions, and version history. Asseta connects to more than 15,000 financial institutions and applications, integrates with QuickBooks, and supports bidirectional Addepar data exchange. The mobile app offers dashboards, bill approvals, and AI-powered answers. Asseta says its AI is opt-in, with human oversight and bias monitoring, and lists SOC 2 Type II, GDPR, ISO 27001, and ISO 42001 compliance. Pricing is available on request. The company states an average go-live period of 8–12 weeks.
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.