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About Ledgex

Ledgex is a portfolio management and accounting platform from Ledgex Systems designed for family offices. It provides Beneficial Owner, General Ledger, Mission Control, Modeling, and Performance & Analytics so users can manage their investments efficiently. The platform ensures that families have access to accurate data, enabling them to respond to significant events or purchases with confidence and speed. Ledgex supports modern workflows tailored to the needs of the advanced of family offices. Key capabilities: Beneficial Owner General Ledger Mission Control Modeling Performance & Analytics Best for: family offices that need comprehensive solutions for investment management and accounting.

Ledgex Details

Vendor
Ledgex Systems
Year Launched
2010
Location
PO Box 3568, Framingham, Massachusetts 01705-3568, US
Deployment
Training Options
demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Chinese
Users
Hedge Fund Manager, Chief Investment Officer, Portfolio Manager, Compliance Officer
Industries Served
Banking, Insurance, Investment Management
Tags
Hedge Fund, Investment Management, Stock Portfolio Management

Ledgex's In-App Market Place

Does Ledgex have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), KRW (₩), INR (₹), HKD (HK$), NOK (kr), SGD (S$), MXN (MX$), ZAR (R), RUB (₽), BRL (R$), TRY (₺), DKK (kr), PLN (zł), THB (฿)

Pros & Cons

  • Streamlines complex family office workflows and accounting
  • Reduces redundancy with single data entry and automated ledger entries
  • Provides transparency and confidence in alternative investment data
  • Scalable and adaptable for evolving regulations and investment trends
  • Strong client support and personalized services
  • May require training for teams unfamiliar with integrated portfolio systems
  • Advanced features could be underutilized if office workflows are simple

Ledgex's Support Options

Email Address

support@ledgex.com

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