Ledgex Systems
HQ Address
221 Crescent Street, Building #4, Suite 406, Waltham, MA 02453, United States
Website Address
Business introduction
Where better data confidence starts
Focus on better results. Ledgex Pro is the first platform for multi-asset allocators that enables you to directly challenge the data quality concerns of our space; increasing timeliness, accuracy, and confidence throughout your investment office
Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all multi-asset allocators face. We enable offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness. Experience taught us that teams like yours are forced to spend valuable time collecting and correcting data at the expense of analyzing information and making well-timed, confident decisions. The Ledgex suite is designed to enable you to capture, correct, and publish data for your entire office from a single, consistent and accurate source. Driven by better-informed data, our easy-to-use general ledger, performance and analysis, private investment, and other tools help institutions just like yours make smarter, more informed investment decisions every day.
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......
