Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
-
SBS Asset FinanceThe SBS Financing Platform stands out as a premier ecosystem comprised of cloud-based, evergreen software applications. This platform empowers financial institutions and lenders of all sizes and locations to offer outstanding customer experiences across various asset types and commercial lending scenarios. With over four decades of expertise in the finance sector, our modular solutions ensure a smooth digital experience for both clients and their customers. Additionally, these solutions facilitate a swift time-to-market and a quick realization of value, ultimately enhancing customer satisfaction and driving profitability. Moreover, the platform's adaptability makes it suitable for evolving market demands, ensuring that users can stay ahead in a competitive landscape.
-
SBS Banking PlatformSBS Banking Platform is a cutting-edge, cloud-native solution that provides financial institutions with the flexibility to scale according to their own needs, delivering seamless, digital-first experiences that can be accessed anytime, anywhere. Designed as a fully integrated, front-to-back platform, it fosters innovation across a variety of sectors, including retail banking, corporate banking, and neobanking. From digital and open banking services to deposits, payments, lending, and regulatory compliance, SBS Banking Platform equips financial institutions in the EMEA region with everything they need to stay ahead of the curve in an increasingly competitive market. By providing customizable solutions that align with the specific needs of each institution, the platform supports continuous growth and innovation. SBS Banking Platform is trusted by leading banks, earning recognition from industry giants such as Gartner, Forrester, NelsonHall, and IBS for its significant impact on the banking industry. Recent acknowledgments from Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS reinforce the platform’s commitment to excellence and its position as a leader in modern banking technology. By streamlining operations and enhancing customer experiences, SBS Banking Platform is driving the future of digital banking.
-
NexoNexo stands out as a leading digital asset wealth platform, aimed at enabling clients to enhance, manage, and secure their cryptocurrency investments. Our goal is to spearhead the future of wealth creation by prioritizing customer success and offering customized solutions that foster lasting value, complemented by round-the-clock client support. Recognizing that wealth accumulation is not a universal approach, Nexo empowers you to decide the trajectory of your asset growth. Whether you prefer the freedom of flexibility or the assurance of higher fixed returns, your aspirations dictate your path. With our Flexible Savings, you can earn daily compounding interest on your crypto and stablecoins, enjoying the freedom to spend, trade, or withdraw at any time while receiving up to 14% annual interest. For those inclined towards a more stable investment, Fixed-term Savings can yield an impressive annual interest rate of up to 16%, catering to your long-term financial goals. At Nexo, we believe that your cryptocurrency should flourish in tandem with your ambitions. Furthermore, we are committed to helping you maximize the potential of your portfolio. Why liquidate your digital assets and forfeit potential gains when you can utilize them instead? With Nexo’s crypto Credit Line, you can access liquidity without parting with your coins, enhancing your purchasing power with interest rates starting as low as 2.9%. Take control of your financial future and build your wealth on your own terms with Nexo, where your goals shape your investment journey.
-
Mortgage AutomatorMortgage Automator gives private and hard money lenders across the US and Canada a single platform to run their entire lending operation, from the first loan application to final payoff. Instead of piecing together spreadsheets, email, and disconnected software, teams manage origination, underwriting, servicing, and fund reporting in one place. The platform handles the repetitive work that eats up staff time: generating commitment letters, loan agreements, and discharges on demand, calculating interest and payments automatically, and keeping deals moving through a customizable pipeline. Borrowers, brokers, and investors each get their own branded portal for secure, real-time access to statements and updates, cutting down on status-check emails and phone calls. Lenders managing outside capital also get dedicated fund management tools to track investor positions and generate clear reporting, which helps build trust with the people funding their loans. Because workflows adapt to different loan types and deal volumes, lending teams can take on more business without a proportional increase in headcount, backed by onboarding and support built specifically for private and hard money lenders.
-
SumsubSumsub is an all-encompassing verification platform that facilitates global customer onboarding, accelerates access, lowers expenses, and combats digital fraud effectively. By integrating robust verification processes with enhanced conversion rates across the globe, Sumsub offers a comprehensive suite tailored to diverse requirements, including KYC/AML checks, KYB verifications, payment fraud mitigation, and facial recognition authentication. This versatility not only streamlines operations for businesses but also enhances user experience, making it a preferred choice in the realm of digital verification solutions.
-
XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
-
GroupTogetherGroupTogether is an intuitive online service that streamlines the creation of group cards, gift collection, and the swift sending of eGift Cards. Users can kick off a group card, choose to either pool funds or pick a gift, and share a single link with friends, family, coworkers, or teammates to participate. Participants can enhance the card with personalized messages, photos, and GIFs, while they also have the flexibility to contribute a designated amount, any sum they prefer, or simply sign the card without any financial obligation. The platform ensures user privacy by removing the need for personal banking details and provides secure transactions, along with clear records of all contributions and expenses. Organizers can utilize the funds for a wide array of gifts, which range from eGift Cards to gift baskets, flowers, or the versatile GroupTogether AnyCard that offers over 100 eGift Card options for recipients to choose from. Additionally, GroupTogether allows for both digital delivery and downloadable PDFs that can be printed, making it an efficient choice for numerous events such as remote team celebrations, workplace gatherings, classroom initiatives, birthdays, farewells, and retirement parties. Ultimately, this smooth process not only simplifies gift-giving but also strengthens connections and fosters a sense of community, even in online environments.
-
CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations. Creatio is headquartered in Boston, US, has 1000 employees, 7 offices globally, and $300M in revenue.
-
Fraud.netBest-in-class, Fraud.Net offers an AI-driven platform that empowers enterprises to combat fraud, streamline compliance, and manage risk at scale—all in real-time. Our cutting-edge technology detects threats before they impact your operations, providing highly accurate risk scoring that adapts to evolving fraud patterns through billions of analyzed transactions. Our unified platform delivers complete protection through three proprietary capabilities: instant AI-powered risk scoring, continuous monitoring for proactive threat detection, and precision fraud prevention across payment types and channels. Additionally, Fraud.Net centralizes your fraud and risk management strategy while delivering advanced analytics that provide unmatched visibility and significantly reduce false positives and operational inefficiencies. Trusted by payments companies, financial services, fintech, and commerce leaders worldwide, Fraud.Net tracks over a billion identities and protects against 600+ fraud methodologies, helping clients reduce fraud by 80% and false positives by 97%. Our no-code/low-code architecture ensures customizable workflows that scale with your business, and our Data Hub of dozens of 3rd party data integrations and Global Anti-Fraud Network ensures unparalleled accuracy. Fraud is complex, but prevention shouldn't be. With FraudNet, you can build resilience today for tomorrow's opportunities. Request a demo today.
What is Etops?
Etops propels the digital evolution of the financial industry with a suite of solutions specifically designed for private banks, asset and wealth management companies, family offices, and pension funds. Our extensive range of services covers the entire value chain, catering to diverse requirements such as lead generation, customer relationship management, onboarding, portfolio management, compliance, and comprehensive reporting, thereby guaranteeing that all facets of financial operations are harmoniously integrated and enhanced for optimal performance. Additionally, we prioritize user experience, ensuring that our clients can navigate the complexities of the financial landscape with ease and confidence.
What is Elysys Wealth?
Elysys Wealth is a portfolio management and investment accounting solution for family offices, institutional investors, and financial organisations managing complex portfolios. Built natively on Microsoft Dynamics 365 Business Central, it brings investment operations and financial accounting together in one integrated Microsoft-based environment.
The solution supports a wide range of asset classes, including equities, bonds, funds, derivatives, private equity, and alternative investments. It helps teams manage positions, transactions, cash, and accounting data, with features such as automatic position aggregation, cash forecasting, custom reporting, and automated data feeds from banks, brokers, and custodians.
Elysys Wealth connects front-, middle-, and back-office activities so investment and finance teams do not have to rely on separate systems for portfolio management and accounting. Keeping these processes within the same Business Central environment can reduce manual reconciliation, limit spreadsheet dependency, and provide a clearer view of financial and investment data.
The platform is particularly suited to organisations with multiple entities, complex ownership structures, diverse asset classes, and demanding reporting requirements. It supports day-to-day portfolio oversight, accounting, cash management, and reporting from one platform.
Elysys Wealth can also be used alongside the wider Elysys suite, including Elysys Loans, Elysys Analytics, Elysys Financial Gateway, and Elysys Multi-Company. Together, these applications extend Business Central with lending management, analytics, bank and custodian connectivity, and multi-entity capabilities.
For organisations looking to replace fragmented investment tools and disconnected spreadsheets, Elysys Wealth provides a more integrated way to manage portfolios and accounting on Microsoft Dynamics 365 Business Central.
Media
No images available
Integrations Supported
Integrations Supported
Microsoft Dynamics 365 Business Central
Microsoft Power BI
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
Pricing not provided
Free Version
Supported Platforms
SaaS
Supported Platforms
SaaS
Windows
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Etops AG
Company Location
Switzerland
Company Website
www.etops.com
Company Facts
Organization Name
Elysys
Date Founded
2006
Company Location
Monaco
Company Website
www.elysys.com
Categories and Features
Family Office
Not specified
Wealth Management
Not specified
Categories and Features
Family Office
Not specified
Hedge Fund
Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Investment Management
Accounting Management
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Risk Management
Private Equity
Not specified
Wealth Management
Not specified