Portfolio management system for family offices, wealth advisors, E&F, fund of funds, pensions and consultants, delivering advanced analytics, performance measurement, reporting and standardized processes.
A central research repository for all information relevant to the investment life cycle from activities, meetings, documents, reports and contacts integrated with applicable data, applications and configurable workflows.
Take charge of investor and investment liquidity by managing your portfolio daily to meet your desired liquidity risk profile and never miss a notice date or liquidity option.
Efficiently manage communications, capital movements, meetings, and client interactions in a centralized system and bring organization to the fund raising process.
Whitepaper: Benefits of a Research Management System
Download our whitepaper to learn why adopting a research management solution has become a must-have integrated feature for investment management firms. Read more
Award Winning TechnologyLedgex named Top Technology Provider Finalist in Custody Risk Americas Awards. Read more
What Our Clients Are Saying
Archstone Partnerships: "We selected the Ledgex platform because of its robust portfolio management capabilities and, in particular, its ability to manage complex liquidity scenarios." Read more
Managing Director – Head of Sales and Client Services
Jaime is responsible for leading the company’s business development and marketing initiatives with a focus on creating long-term client relationships.
Director of Professional Services
With over 17 years of financial services and software delivery experience, Chris leads Ledgex Systems' implementation and client support team.
Director of Software Engineering
With over 10 years of software development experience, Lee McKinnon leads the Software Engineering team and oversees the technical direction of the Ledgex platform.
Client Services Manager
With over 25 years of client service and client support experience, Brian Nickerson leads Ledgex Systems’ client services team.
If you are a client in need of assistance, please call us at 617.439.7310 or email us at firstname.lastname@example.org
Boston260 Franklin St., 12th Floor
Boston, MA 02110
New York529 Fifth Ave., 7th Floor
New York, NY 10017