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Description

The website Accredited.AM is operated by North Capital Investment Technology Inc. ("NCIT"), while the verification services are handled by North Capital Private Securities Corporation ("NCPS"), which is a fully-owned subsidiary of NCIT and a registered broker-dealer affiliated with FINRA and SIPC. As a licensed broker-dealer, NCPS provides issuers and platforms with verification letters that meet the compliance demands of rule 506(c) according to the SEC's safe harbor provisions. Accredited.AM offers a complimentary service that allows individuals to confirm their accredited investor status, a requirement set by federal law for participating in private placements. By obtaining this verification, you gain access to an expanding selection of online platforms and financial institutions for investment opportunities. We prioritize the protection of your privacy and sensitive information, ensuring that once your status is verified, you can engage in investments without needing to reveal any additional confidential data regarding your income or assets. This streamlined process not only enhances your investment potential but also safeguards your financial privacy.

Description

Elysys Financial Gateway serves as a financial data integration tool, linking the Elysys ecosystem with various banks, brokers, custodians, and providers of financial data. Designed to minimize manual data handling, this solution streamlines the transfer of financial information into the broader Elysys platform and integrates seamlessly with Microsoft Dynamics 365 Business Central. It accommodates a variety of data types, including bank statements, market prices, trade confirmations, and corporate actions, enabling finance and investment teams to maintain updated information across numerous institutions. By standardizing incoming data and interfacing external financial sources with portfolio management, accounting, and reporting functions, Elysys Financial Gateway enhances efficiency, mitigates the need for manual data entry, and fosters more dependable financial workflows. This solution is ideal for family offices, financial institutions, and investment organizations that engage with multiple banks, custodians, brokers, and data sources while tackling the complexities of financial data management. Ultimately, Elysys Financial Gateway stands out as an essential tool for optimizing financial operations in a multi-institutional landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central No 

Integrations

Microsoft Dynamics 365 Business Central Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Accredited.AM

Website

accredited.am/

Vendor Details

Company Name

Elysys

Founded

2006

Country

Monaco

Website

www.elysys.com

Product Features

KYC

Product Features

Alternatives

Alternatives

No Alternatives