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What is Promoter?

Promoter represents the apex of over 25 years of development, hands-on application, and user insights, establishing itself as an advanced tool for project assessment. Unlike traditional models, it surpasses the constraints of standard spreadsheets by providing superior functionality. It is designed to accommodate both large, complex projects and smaller initiatives that require project financing. Additionally, it addresses the needs of venture capitalists and corporate finance endeavors. Serving as the core technology for various project finance software solutions, Promoter effectively evaluates projects across multiple sectors, including oil, gas, petrochemicals, energy, pulp and paper, transportation, infrastructure, and more. This adaptable finance model is not only applicable in typical project finance situations but also excels in infrastructure concessions that involve Public Private Partnerships (PPP) and frameworks like BOO (Build, Own, Operate) and BOOT (Build, Own, Operate and Transfer). With its extensive features, Promoter is a critical resource for financial analysts and project managers, enhancing their ability to make informed decisions and streamline project evaluations. Its innovative approach ensures that it remains relevant in an ever-evolving financial landscape.

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

Media

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

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

Project Planning and Management

Date Founded

1990

Company Location

United Kingdom

Company Website

www.promoter.com

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Risk Management

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

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