Support: (617)-439-7310 Sales: (877)-700-1921 Request a Demo
Support: (617)-439-7310 Sales: (877)-700-1921 Request a Demo


Research Manager

Portfolio Management

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.

Portfolio Monitoring

Research Management

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.

Liquidity Management

Liquidity Management

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.

Investor Relationship Management

Investor Relationship Management

Efficiently manage communications, capital movements, meetings, and client interactions in a centralized system and bring organization to the fund raising process.

Thought Leadership

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 Technology

Ledgex awardLedgex 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


Our Team

Jaime Bean

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.

Christopher McCoy

Director of Professional Services

With over 17 years of financial services and software delivery experience, Chris leads Ledgex Systems' implementation and client support team.

Lee McKinnon

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.

Brian Nickerson

Client Services Manager

With over 25 years of client service and client support experience, Brian Nickerson leads Ledgex Systems’ client services team.

Contact Us

Request Demo

To request a demo of our product, click here.


If you are a client in need of assistance, please call us at 617.439.7310 or email us at


260 Franklin St., 12th Floor
Boston, MA 02110
(877) 700-1921

New York

529 Fifth Ave., 7th Floor
New York, NY 10017
(877) 700-1921