Elysys vs Sharpfin Family Office Suite
Elysys
elysys.comSharpfin Family Office Suite
sharpfin.comSide by side
| Figure | Elysys | Sharpfin Family Office Suite |
|---|---|---|
| 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 | 0 | 4 |
| Spec score · Family Office Software | 7.8 (#7) | 7.7 (#9) |
| Compliance | The product describes audit trails, financial controls, role-based security, document traceability, and localized regulatory reporting. | The platform includes built-in anti-money-laundering controls, risk workflows, and regulatory reporting. |
| Deployment | Elysys describes on-premises, private cloud, and Microsoft Dynamics 365 Business Central SaaS deployment options. | The independent iTechGuides listing describes Sharpfin as a cloud deployment accessed through a web platform. |
| Headquarters | 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. | Sharpfin lists its address as Vasagatan 10, 111 20 Stockholm. |
| Integrations | The platform describes connectivity to custodian banks, brokers, Bloomberg, Refinitiv, Telekurs, EDI, and data aggregators. | Published integrations and connections include Allfunds, Fondo, Futur, Nordnet and Avanza, with automated order routing or custody-related workflows. |
| Purpose | Elysys combines AI-driven intelligence with end-to-end accounting and investment management for family offices. | Sharpfin describes its Wealth Management Suite as one platform for onboarding, reporting, KYC, portfolio management, and compliance. |
| Reporting | Elysys Analytics aggregates financial data into Power BI dashboards and structured reports, including performance, risk, ESG, and scenario analysis. | Reporting includes client reports and regulatory outputs such as ex-post cost, KU and TRS reports. |
| Security | 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. | Sharpfin says fewer interfaces reduce intrusion risk and describes its platform as having high cybersecurity. |
| Support | Elysys describes implementation, training, and ongoing specialist support through its global network of Microsoft Dynamics partners. | The maker provides sales and support contact addresses and directs enhancement requests to [email protected]. |
Plans
Sharpfin Family Office Suite
- Fund manager examplePriced on request
- Discretionary manager examplePriced on request
- Sharpfin Family Office SuitePriced on request
- Sharpfin Wealth Management SuitePriced on request
In their own words
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.
Sharpfin Family Office Suite
Sharpfin Family Office Suite has no write-up on Specifiction yet; its figures are above.