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 fund of funds, pensions and endowments, delivering advanced analytics, performance measurement, reporting and standardized processes.

Portfolio Monitoring

Manager Research

Track all prospective and invested managers through the investment lifecycle, monitoring manager returns, exposures, contacts, call notes, meetings and due diligence processes.

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: Challenges of Liquidity Management

Download our whitepaper for a look at the liquidity risk challenges facing firms today and the ways in which some fund managers are overcoming these obstacles. 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


Brian Macallister

Managing Director

Brian has been designing and developing financial services applications for over a decade. Brian is the principal architect and product visionary for the Ledgex platform.


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.


Gonzalo Contento

Director of Engineering

Gonzalo brings 20 plus years of software development and financial services experience to Ledgex Systems and is our lead technical architect.

Jaime Bean

Jaime Bean

Managing Director and Head of Sales

Jaime is responsible for leading the company’s business development and marketing initiatives with a focus on creating long-term client relationships.

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