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WALTHAM, Mass., May 17, 2023 – Recognition for Ledgex continues to grow with its taking of the “Accounting” technology category in the tenth annual Family Wealth Report Awards 2023. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accounting solution built by investment pros for family offices, foundations, endowments and multi-strategy managers. The awards recognize the most innovative and exceptional firms, teams and individualsRead more
Fifth Annual Edition Identifies Tech Companies Transforming Wealth/Asset Management and Banking Industries During an Uncertain Market WALTHAM, Mass., April 4, 2023 – Ledgex today announced that for the second consecutive year it has been named to the WealthTech100 list. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accounting solution built by investment pros for family offices, foundations, endowments and multi-strategy managers. FinTech Global,Read more
Ledgex Named a Finalist in Multiple Categories of Family Wealth Report Awards 2023 Ledgex Pro Platform Gets Nod for Both “Accounting” and “Consolidated Reporting” Capabilities WALTHAM, Mass., March 9, 2023 – Ledgex today announced it has been named a finalist in both the “Accounting” and “Consolidated Reporting” categories of the Family Wealth Report Awards 2023. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accountingRead more
Ledgex Wins “Best General Ledger System” at Private Asset Management Awards 2023 Ledgex Pro Platform Also Receives High Commendation for “Best Partnering Accounting Solution” WALTHAM, Mass., February 23, 2023 – Ledgex has announced it took top honors for “Best General Ledger System,” along with a High Commendation for “Best Partnership Accounting Solution,” in the Private Asset Management Awards 2023 (PAM Awards). The company is the creator of Ledgex Pro, theRead more
New technology is allowing for the implementation of higher quality investment data. Family offices choosing to invest in such tech will ultimately unlock new insights and grow their firms. Read more about the technological opportunities offered to family offices during this critical industry moment in the AIthority article.
Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article
Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article.
As the number of ultra-high net worth individuals relying on family offices for alternate investing rapidly increases, it is crucial for these offices to take on greater portfolio volume to ensure wealth preservation and growth. Read more about what our chief strategy officer at Ledgex, Nicole Eberhardt, has to say about some of the technology choices and considerations that family offices face in the FamilyWealthReport article.
It is necessary to address the gaps in technology existent within family offices. With the rising volume of UHNWI clients, family offices must keep pace. To do so, decisions surrounding software solutions must be made to make sure these firms do not hinder their growth. Read more about challenges family offices face while attempting to remain competitive in the Wealth Solutions Report article.
Fourth annual WealthTech100 list announced to recognize the tech companies transforming the global investment and banking industries The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors. The WealthTech sector has experienced rapid growth over the last two years as the huge increase in digital financial products and remote client communicationsRead more