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What is Elysys Financial Gateway?

Elysys Financial Gateway acts as a crucial integration tool for financial data, connecting the Elysys ecosystem with various banks, brokers, custodians, and financial data providers. This innovative solution is crafted to reduce the necessity for manual data handling, thereby facilitating the smooth transfer of financial information into the expansive Elysys platform and ensuring a seamless integration with Microsoft Dynamics 365 Business Central. It supports a diverse range of data types such as bank statements, market prices, trade confirmations, and corporate actions, which empowers finance and investment teams to keep information current across multiple institutions. By standardizing incoming data and linking external financial sources with essential functions like portfolio management, accounting, and reporting, Elysys Financial Gateway not only boosts efficiency but also significantly reduces the need for manual data entry, creating more reliable financial workflows. This solution proves to be particularly beneficial for family offices, financial institutions, and investment organizations that work with numerous banks, custodians, brokers, and data sources while navigating the complexities of financial data management. Ultimately, Elysys Financial Gateway emerges as a vital resource for enhancing financial operations in a multi-institutional environment, driving organizations toward greater productivity and accuracy in their financial dealings. Moreover, its ability to simplify complex processes makes it an attractive option for any organization looking to streamline their financial operations effectively.

What is Accredited.AM?

Accredited.AM is managed by North Capital Investment Technology Inc. (“NCIT”), with its verification services provided by the fully owned subsidiary, North Capital Private Securities Corporation (“NCPS”), a registered broker-dealer that is a member of both FINRA and SIPC. Because of NCPS's registered broker-dealer status, issuers and platforms can use our verification letter with confidence to fulfill the compliance requirements established by rule 506(c) within the SEC's safe harbor guidelines. The complimentary service available through Accredited.AM enables you to validate your accredited investor status, which is a requirement set by federal regulations for participation in private placements. Achieving this verified status opens up a growing range of online investment platforms and financial institutions for you. We are committed to safeguarding your privacy and sensitive information, allowing you to participate in investments across various online channels without needing to disclose further private details about your income or assets. This efficient process not only broadens your investment opportunities but also significantly improves your experience as an accredited investor while ensuring that your data remains secure. Furthermore, our service aims to simplify the path to becoming an active participant in the investment landscape, aligning with your financial goals.

Media

Media

Integrations Supported

Microsoft Dynamics 365 Business Central

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Company Facts

Organization Name

Accredited.AM

Company Website

accredited.am/

Categories and Features

Data Integration

Not specified

Categories and Features

KYC

Not specified

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