Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Intelex Reviews & Ratings
    4.2 out of 5 stars 199 Ratings
    Company Website for Intelex
  • Nasdaq Metrio Reviews & Ratings
    4.5 out of 5 stars 14 Ratings
    Company Website for Nasdaq Metrio
  • D&B Finance Analytics Reviews & Ratings
    4.2 out of 5 stars 802 Ratings
    Company Website for D&B Finance Analytics
  • HSI Donesafe Reviews & Ratings
    4.7 out of 5 stars 185 Ratings
    Company Website for HSI Donesafe
  • D&B Risk Analytics Reviews & Ratings
    4.4 out of 5 stars 81 Ratings
    Company Website for D&B Risk Analytics
  • Sharesight Reviews & Ratings
    4.0 out of 5 stars 566 Ratings
    Company Website for Sharesight
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • ZenTreasury Reviews & Ratings
    4.9 out of 5 stars 9 Ratings
    Company Website for ZenTreasury
  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360

What is MSCI?

MSCI is a global investment data, analytics, and financial technology platform that provides institutional investors and financial professionals with tools for evaluating markets, managing portfolios, and understanding investment risk. The company offers a broad collection of market indexes covering equities, fixed income, investment factors, emerging markets, sustainability, climate strategies, and private assets. Its index solutions support investment benchmarking, exchange-traded products, portfolio construction, and the development of customized investment strategies across different asset classes. Portfolio analytics capabilities help investment teams measure performance, evaluate asset allocation, identify factor exposures, and understand the sources of investment returns and risk. MSCI's enterprise risk management solutions provide multi-asset risk models, stress testing, scenario analysis, and portfolio monitoring through platforms such as RiskManager and BarraOne. These tools help organizations evaluate potential losses, assess market volatility, analyze changing economic conditions, and maintain visibility into investment exposures across public and private markets. Its private asset solutions provide data and analytics for private equity, private credit, real estate, infrastructure, and other alternative investments, supporting fund benchmarking, due diligence, and portfolio construction. Sustainability and climate intelligence capabilities help investors evaluate corporate sustainability characteristics, monitor financed emissions, assess physical climate risks, and incorporate environmental considerations into investment decisions. MSCI also provides wealth management tools that allow financial advisors to construct personalized portfolios, implement investment strategies, and monitor client exposures using institutional-grade analytics.

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

Media

Integrations Supported

BarraOne
ChatGPT
Claude
First Street
Gemini
MSCI Real Estate Enterprise Analytics
MSCI Wealth Manager
Microsoft Copilot
Model Context Protocol (MCP)
Total Plan Manager

Integrations Supported

Microsoft Dynamics 365 Business Central
Microsoft Power BI

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Version

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MSCI

Date Founded

1998

Company Location

United States

Company Website

www.msci.com

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Categories and Features

Carbon Accounting

Not specified

ESG

Not specified

ESG Reporting

Not specified

Financial Analytics

Not specified

Hedge Fund

Not specified

Investment Management

Not specified

Private Equity

Not specified

Regulatory Reporting

Not specified

Risk Management

Not specified

Sustainability

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

Popular Alternatives

No Alternatives

Popular Alternatives

Allvue Reviews & Ratings

Allvue

Allvue Systems
FundCount Reviews & Ratings

FundCount

FundCount Americas
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services