News & Resources

Stay connected with our latest information.

Private Client Resources (PCR) and Ledgex Systems Partner to Provide Institutional and UNHW Investors with an End-to-End Data Aggregation Platform

New York, NY – November 8, 2017 — Private Client Resources (PCR), the leading provider of illiquid data aggregation services to UHNW families and their advisors, today announced a partnership with Ledgex Systems, a leading portfolio management platform for alternative and institutional investment managers. The partnership will deliver a higher-quality, lower-cost option to manually gathering alternative assets and ultimately the highest-quality investment insights possible. “PCR is the recognized front-runnerRead more

Ledgex Systems Announces Version 8.0 of its Flagship Portfolio and Research Management Platform

BOSTON – August 1, 2017 – Ledgex Systems, a multi-asset class portfolio, research, workflow and reporting platform for the alternative and institutional investment industries, announced today the availability of its latest release. Aimed at making the platform more intelligent and dynamic for users, Ledgex 8.0 delivers compelling new features, which give users greater control in an intuitive view, enhanced custom alerts, reimagined auto action capabilities and redesigned navigation. TheseRead more

Ledgex Systems Partners with Allocator, Providing Clients Streamlined Access to Fund Data and Enabling Improved Analysis and Decision Making

BOSTON – June 13, 2017 – Ledgex Systems, the leading provider of portfolio and research management solutions for the alternative and institutional investment industries, today announced a partnership with Allocator to provide clients streamlined and standardized access to fund information. With Allocator, data is gathered from more than 3,700 funds and standardized so investors have a defined process to access real time information in a relevant format. Through this partnership,Read more

Demand for Ledgex Systems Portfolio and Research Management Solution Surges in Asset Allocation Market Based on Completeness of Platform

BOSTON – February 14, 2017 – Ledgex Systems, the leading provider of portfolio and research management solutions for the alternative and institutional investment industries, today announced demand for its platform continues to grow based on the value delivered by its industry-specific competencies. In 2016, Ledgex introduced new features and enhancements aligned to the needs of family offices, endowments and foundations, wealth advisors, consultants and other alternative asset allocators. We willRead more

Ledgex Systems Enhances Portfolio Management & Analysis Platform with New Illiquid Asset Forecasting and Attribution Models and Expanded Peer Analysis Capabilities

BOSTON – October 04, 2016 – Ledgex Systems, the leading provider of portfolio and research management solutions for the alternative and institutional investment industries, today announced its latest product updates of 2016. Enhancements to the Ledgex Platform include new illiquid alternative asset forecasting and performance attribution models, expanded peer analysis capabilities as well as enriched research management features. These additions build on the already robust platform Ledgex provides toRead more

Ledgex Systems Enriches Platform with New Mobile App, Document Explorer, Private Equity Cash Forecasting and Visualization Tools

BOSTON – May 10, 2016 – Ledgex Systems, the leading provider of Portfolio and Research Management solutions for the alternative and institutional investment communities, today announced its first product updates of 2016. Enhancements to the Ledgex Platform include improved visualization tools, new mobile application, expanded document management capabilities and new private equity (PE) cash forecasting capabilities. Latest features and benefits added to the Ledgex Platform include: Ledgex Mobile Application:Read more

Acquisition International Features Ledgex Systems in 2016 Hedge Fund Awards

Ledgex Systems Voted Best New Hedge Fund CRM Platform: Ledgex CRM in 2016 Acquisition International Hedge Fund Awards

BOSTON – January 6, 2016 – Ledgex Systems, a leading provider of Portfolio Management, Research Management, Investor Relationship Tracking and CRM solutions for hedge funds, fund of funds, PE firms, wealth advisors and asset allocators, today announced it won Best New Hedge Fund CRM Platform: Ledgex CRM in the 2016 Acquisition International Hedge Fund Awards. This prestigious awards program celebrates outstanding performance in the emerging asset class, identifying keyRead more

Webinar: Hedge Fund Marketing Essentials

Effective hedge fund marketing strategies and materials allow firms to capitalize on new opportunities and stand-out from the crowd. However, crafting a unique story that reaches and motivates investors is challenging. Watch our hedge fund marketing webinar with Ovis Creative that looks at: The current hedge fund marketing landscape – what’s working, what’s not Marketing toolkit essentials – from the message and pitchbook to the website and communications The roleRead more

Ledgex Systems Achieves Record Growth in First Half 2015

BOSTON – August 18, 2015 – Ledgex Systems, a leading provider of Portfolio Management, Manager Research, Liquidity Management and Investor Relations software for financial firms, today announced record growth for the first half of 2015. Ledgex achieved 30 percent growth over the first half of 2015 by adding multiple new clients at various types of firms including wealth advisors, private equity, family offices and endowments & foundations (E&F). HeightenedRead more

Schedule a Demo Today!

We will provide a 1 on 1 demo of our product

Schedule a Demo