Ledgex Pro Demonstration Videos


Below are videos that demonstrate the power of the Ledgex platform.

It's time to take control of your data quality.

Beneficial Ownership / Mission Control

This video shows how Ledgex’s visual representation of the office’s structure eases beneficial reporting.  Combined with the data analytics of Mission Control, a family office can quickly display information previously unachievable.
Run time: approx. 3 minutes

Data Quality / Data Confidence

This video shows how Ledgex’s proprietary data quality functionality can make multi-asset reporting more reliable.
Run time: approx. 2 minutes

Reporting Dashboards

With Ledgex sitting on top of Azure and Microsoft BI, incredible and flexible dashboards are at your finger tips.  A number of real-world examples are showcased in this video.
Run time: approx. 5 minutes

Liquidity and Modeling

Liquidity need planning is an ongoing task within family offices. Ledgex calculates liquidity and models cash flows using interactive dashboards to give you a clear picture of complex restrictions.  This video demonstrates those tools..
Run time: approx. 2 minutes

Alkymi Integration

As shown in this video, consuming and processing data rich documents receiving from alternative investments is a breeze when Alkymi is combined with Ledgex.
Run time: approx. 3 minutes

Let's start the office with better quality, pre-reconciled data, every day.

Ledgex enables offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.

Schedule a Demo

Lets start the office with better quality, pre-reconciled data, every day.

Ledgex enables offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.

Schedule a Demo