Side by side
Asset Vantage vs Elysys
Both stand on family office software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid WebiPhoneAndroid
Consider Asset Vantage if you need multi-asset investment reporting and analysis, including tax-lot tracking, and its entity or dashboard capacities match your needs. Look elsewhere if you require a free plan or need a listed price for AV Aspire, AV PRO, or SFO - 30+ Entities before evaluating options.
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Elysys combines investment, wealth, and accounting workflows for family offices with multi-jurisdiction needs. Its broad coverage and deployment options may warrant a closer look, but pricing requires contacting the company.
Visit ElysysThe facts
| Asset Vantage | Elysys | |
|---|---|---|
| Free plan | No | Not published |
| Open source | Not published | Not published |
| Runs on | Web, iPhone, Android | Android, iPhone, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | See the plans | Not published |
| Plans published | 6 | None |
| Maker | Asset Vantage | Not published |
| Website | assetvantage.com | elysys.com |
| On family office software | #6 of 24 | #10 of 24 |
Asset Vantage: what it does well
- Covers multiple asset classes, including alternative assets.
- Includes performance reporting and allocation analysis.
- Provides risk analysis and tax-lot tracking.
- Available on web, iOS, and Android.
- AV Aspire includes 10 dashboards; AV PRO supports up to five entities.
What to know first
- There is no free plan.
- Annual SFO plans with listed prices cost at least $30,000 a year.
Elysys: what it does well
- Combines wealth management, accounting, bill pay, and cash flow.
- Covers assets across multiple entities and jurisdictions.
- Includes investment accounting, consolidation, and regulatory reporting.
- Offers country-specific tax, language, and currency localisation.
- Customers can choose US or EU data regions.
What to know first
- Pricing is available on request.
- Implementation approaches include fast-track and bespoke options.
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