In partnership with Elysys

Software & advisory for the modern family office

An intelligent, front-to-back accounting and investment-management platform — the trusted backbone for complex, multi-jurisdictional wealth. Delivered by Icons & Company with Elysys, built on Microsoft and refined over 20 years.

Elysys Financial Systems
OUR FAMILY-OFFICE TECHNOLOGY PARTNER
Comprehensive coverage

Built for the most complex estate structures

From multi-entity holdings to cross-jurisdictional compliance — the full complexity of family-office operations, handled.

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Multi-asset coverage

Real estate, operating businesses, investments and trusts — held across multiple entities and jurisdictions.

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Beneficiary management

Multiple ownership structures, percentage ownership, partnership accounting and beneficiary net-worth reporting.

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Regulatory compliance

Tax and regulatory requirements managed consistently across different jurisdictions.

One integrated system

No more fragmented systems

Elysys eliminates data silos, delivering real-time aggregated financial information at every level — from front office to accounting.

What that means
  • Wealth management, accounting, bill-pay and cash flow in one integrated system
  • One trusted source — no reconciliation between accounting and investment management
  • AI agents automate workflow across every team
  • Real-time, straight-through processing with a simple audit trail
Full front-to-back

One unified platform

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Front office

Portfolio management, order book, marketables & alternatives, deal flow, performance, risk and mandates.

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Middle office

Cash-flow monitoring, loans & deposits, fees & commissions, corporate actions and daily reporting.

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Back office

G/L and investment accounting, bill-pay, tax and regulatory reporting, fixed & lifestyle assets, consolidation.

Open, not opaque

No proprietary black boxes

Built on an industry-standard Microsoft platform — extensible, connected and yours.

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Industry standard

Microsoft Dynamics 365 Business Central, with a worldwide partner network and local support.

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Extend with prebuilt apps

Thousands of apps available directly from Microsoft AppSource.

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Connect any market player

Standardised architecture with existing connections to hundreds of partners.

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Work where you already work

Integrated with your productivity tools and built-in AI — less data entry, no app-switching.

Compliance & data sovereignty

Global compliance, local precision

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Country-specific deployment

Localisation for tax, accounting, reporting, language and currency — automatic compliance with local law.

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Sovereign cloud

Choose your data residency (EU or US Azure regions). You own, control and can export your data at any time.

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Certified & secure

GDPR, SOC 2 and ISO/IEC 27001. Encryption at rest and in transit, always on.

Ready to transform your family-office operations?

We bring the strategy and change expertise; Elysys brings the platform. Let's map your requirements.

Request a consultation