Investment Metrics vs. Elysys Analytics

Elysys Analytics

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What is Investment Metrics?

Investment Metrics stands out as a premier global source of portfolio analytics, data, and reporting, empowering advisors and institutional investors to enhance financial results, expand their asset base, and maintain client relationships through actionable investment insights. Our offerings deliver comprehensive analysis across more than 20,000 institutional asset pools, 28,000 funds, and over 900,000 portfolios, amounting to over $14 trillion in assets under administration. With a client base exceeding 400 across 30 different countries, we provide top-tier solutions for institutional portfolio analytics, reporting, factor analysis, ESG evaluation, and research on managers and competitors. This extensive range of services equips institutional investors and advisors with the insights and transparency necessary to secure a competitive edge and drive improved financial performance. Ultimately, our commitment to excellence ensures that our clients can navigate the complexities of the investment landscape with confidence.

What is Elysys Analytics?

Elysys Analytics is a robust business intelligence and reporting platform specifically designed for family offices, investment managers, finance teams, and business analysts who utilize Elysys applications within Microsoft Dynamics 365 Business Central. By harnessing the capabilities of Microsoft Power BI, it adeptly transforms investment, financial, and accounts-payable data into interactive dashboards and well-structured reports. The standard reporting suite provides a comprehensive range of essential financial insights, which include investment positions, transactions, market values, gains and losses, as well as trial balances, general-ledger activities, balance sheets, income statements, and vendor transactions. Users can effectively explore data using various filters and dimensions, allowing them to enhance their analytical models and create self-service views that concentrate on performance, risk evaluation, ESG considerations, scenario planning, and consolidated group reporting. Moreover, the reporting framework seamlessly integrates data from the entire Elysys ecosystem, covering both portfolio and accounting information, which promotes in-depth analysis across multiple entities and asset classes. This all-encompassing strategy guarantees that users are equipped to make well-informed decisions grounded in a diverse set of financial data and analytical resources, ultimately improving strategic planning and financial oversight. Additionally, the ability to customize reports enhances the user experience, ensuring that specific needs are met efficiently.