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Unlocking Liquidity Insights: How Ledgex Empowers Family Offices, Endowments, and Foundations in Alternative Investments

Effective liquidity management is crucial for investment organizations navigating the complex financial landscape. However, family offices, institutional investors, funds of funds, endowments, and pensions often face reporting and liquidity management challenges. These difficulties arise from intricate structures, side pocket interests, gating concerns, and regulatory constraints. Enter Ledgex, a comprehensive solution that streamlines and enhances liquidity management, providing security and trust that ensures every aspect of your liquidity management isRead more

Ledgex Partners with Forest Systems to Deliver Advanced General Ledger Capabilities to the Family Office Market

Ledgex and Forest Systems announced today that they have entered a strategic partnership that will provide Family Offices with a ‘Best in Class’ integrated solution that supports their unique needs across the full spectrum of investment and accounting requirements. The agreement brings together Ledgex expertise in analytics, private markets, and data management with Forest Systems specialized accounting support for Family Offices.   Ledgex has provided robust portfolio management andRead more

Ledgex Document Retrieval Service Lets Family Offices and Financial Firms Outsource Manual Processes and Overcome Talent Concerns

Ledgex DRS Helps Clients More Easily Manage Private Investment Documents, While Saving Money, Resources and Freeing Staff to Focus on More Strategic Work   WALTHAM, Mass., July 19, 2023 – Ledgex today launched a document retrieval service (Ledgex DRS) enabling family offices and other providers of financial services to eliminate labor intensive manual processes, automate tasks and better manage the documentation associated with private investments. The company is theRead more

Ledgex Takes Top Honors for Accounting Technology in Tenth Annual Family Wealth Report Awards 2023

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

Ledgex Named to WealthTech100 List of Most Innovative Technology Solution Providers

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

2023 FAMILY WEALTH REPORT AWARDS FINALIST

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

Private Asset Management Awards 2023

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 Partnership Integrates Alkymi Automation

    Alkymi and Ledgex have announced a new partnership aimed at helping family offices increase operational efficiency and data management capabilities in order to take advantage of a rapidly growing market. By integrating Alkymi’s data workflow automation into the Ledgex Pro multi-asset class portfolio management and accounting solution, Ledgex customers can automate data collection and management processes, streamline workflows, lower costs and drive investing performance and analytics usingRead more

Ledgex Bolsters Leadership Team

Ledgex Bolsters Leadership Team to Meet Increased Customer Demand in Surging Family Office Market Nicole Eberhardt Promoted to CEO Post, Industry Veteran Wendy McCoy Joins Company as CSO WALTHAM, Mass., November 15, 2022 – Ledgex today announced it has bolstered its leadership team to meet increased demand for its platform and further its growth in a booming family office market. The company is the creator of Ledgex Pro, theRead more

AI Technology Insights Article

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.