Side by side
Elysys vs Sharpfin Family Office Suite
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 AndroidiPhoneMac+3
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 Elysys Paid AndroidAPIiPhone+1
Choose Sharpfin if you need modular wealth management capabilities spanning advisory, portfolios, fund administration and client reporting. Look elsewhere if you need a published price before discussing the modules and assets managed.
Visit Sharpfin Family Office SuiteThe facts
| Elysys | Sharpfin Family Office Suite | |
|---|---|---|
| Free plan | Not published | Not published |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Mac, Self-hosted, Web, Windows | Android, API, iPhone, Web |
| Lowest paid plan | Not published | See the plans |
| Plans published | None | 4 |
| Maker | Not published | Not published |
| Website | elysys.com | sharpfin.com |
| On family office software | #10 of 24 | #14 of 24 |
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.
Sharpfin Family Office Suite: what it does well
- Combine modules into an end-to-end wealth management platform.
- Consolidates holdings across custodians and insurance providers.
- Discretionary tools include rebalancing and order placement.
- Fund Administration supports unlimited share classes.
- Automated imports, consolidated reporting and workflow automation are included.
What to know first
- Pricing depends on selected modules and assets managed.
- The paid plan has pricing available on request.
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