Ledgex Systems
HQ Address
Framingham, MA 01705-3568, United States
Website Address
Business introduction
A generation ahead
Comprehensive Portfolio Management and Accounting for Family offices
Ledgex isn’t a typical FinTech Firm
We are a family. With an average tenure of over 5 years, the team at Ledgex just really likes working together. We attend each other’s weddings and children’s birthday parties, and we deeply understand the importance of building and maintaining strong relationships.
Our clients are an extension of the family we have created, and we believe that’s what makes us truly unique. We know our software solutions address the needs of the family office in a truly innovative way and we are excited to show you how it can dramatically improve operational efficiencies and positively impact your investment strategies. Make no mistake, however, the most important goal we can achieve is to create a strong relationship with you on the foundation of great service.
Ledgex Systems Solutions
Ledgex Due Diligence
Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to: Configure specific workflows and quantify firm-wide......
business needs
view solutionLedgex Investor Relationship Management
Ledgex IRM incorporates marketing efforts and sales pipeline management, delivering key features including opportunity management and scoring, contact management and mass mailing distribution. Uniquely, these capabilities are all integrated with the Portfolio Management, Manager Research, CRM and Document Management modules delivering a centralized and complete view of all information. Ledgex IRM......
business needs
view solutionLedgex Liquidity
Today, investment firms must have robust liquidity management tools and procedures. However, too often fund of funds, endowments, pensions and institutional investors continue to grapple with liquidity management and reporting within their investment portfolios due to a range of issues including complex structures, side pocket interests, gating complexities and regulations. Ledgex......
business needs
view solutionLedgex Portfolio Management
Ledgex Portfolio Manager natively supports the unique way multi-manager investment managers handle daily trading activity, positions and pricing methodologies. The platform allows asset allocators to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights. Ledgex PM also streamlines the communication between the front, middle and......
business needs
view solutionLedgex Research Management
Ledgex Research Management (RMS) combines due diligence, CRM, document management and portfolio management capabilities into a single research management system that supports and enhances the investment process. With Ledgex RMS, investment professionals can efficiently manage and navigate mass amounts of research data in a centralized data warehouse. From manager selection to......
