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What is Roiva?

Roiva functions as an online platform specifically designed for managing AI portfolios, catering to organizations that need to assess and supervise their AI initiatives. It integrates various components, including budgets for projects, operational expenses, performance metrics, approvals, and decisions related to portfolios into a centralized database. Teams can compare financial returns against their available capacity, set benchmarks, and apply formulas while connecting their financial and business systems for precise data collection regarding costs and value, all the while keeping source documents and approvals for subsequent examination. The reporting features of the platform assist in evaluating whether to enhance, adjust, or terminate projects. Furthermore, Roiva offers integration capabilities with AI service providers, financial and accounting software, customer relationship management tools, productivity applications, cloud platforms, and development resources. Through its Model Context Protocol (MCP) server, AI assistants are able to efficiently access and query portfolio information, and the addition of a read API along with BI/data-warehouse exports supports comprehensive reporting processes. Users can begin with a free plan, with paid tiers available depending on the volume of AI investments being monitored, making it adaptable to various organizational requirements. This versatility not only broadens the platform’s user base but also enhances its functionality across different sectors. Ultimately, Roiva stands out as a valuable resource for organizations aiming to streamline their AI project management.

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

Microsoft Power BI
Anthropic
GitHub
Google Cloud BigQuery
HubSpot CRM
Jira
Microsoft 365
Microsoft 365 Copilot
Model Context Protocol (MCP)
NetSuite
OpenAI
QuickBooks Online
Salesforce
Slack
Snowflake
Xero
Zapier

Integrations Supported

Microsoft Power BI
Microsoft Dynamics 365 Business Central

API Availability

Has API

API Availability

Pricing Information

$7,500/year
The free plan does not expire and measures up to five initiatives at a time. Paid subscriptions start at $7,500 per year and are priced at 2.25%–5% of tracked AI spend in the published $150,000–$2 million annual spend range. The first two spend bands are also available monthly at 20% more. A separate $5,000 30-Day ROI Readout is credited in full toward the first year.
Free Version
Free Trial Offered?

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

Roiva

Date Founded

2026

Company Location

United States

Company Website

roiva.ai

Company Facts

Organization Name

Elysys

Date Founded

2006

Company Location

Monaco

Company Website

www.elysys.com

Categories and Features

AI Cost 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

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