Discover the Power of Ledgex

Investor/Activity/Workflow management, Robust Reporting, Sales & Marketing Enablement and Compliance Support
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Portfolio Management

Ledgex Portfolio Manager is a comprehensive portfolio management system for investment managers with exposure to alternative investments.

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Research Management

Ledgex Research combines CRM, document management and portfolio management capabilities into a single system that supports and enhances the investment process.

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Liquidity

The Ledgex Liquidity engine generates all available options for accessing assets given certain conditions by processing each tranche and their respective trade characteristics with a manager’s liquidity terms.

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Investor Relationship Management

Ledgex IRM is a highly configurable software platform designed specifically for supporting the workflows related to investor relations, sales, marketing and client service teams at fund of funds, family offices, hedge funds and asset managers.

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Due Diligence

Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager.

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CRM

Ledgex CRM is ideal for managing and tracking investor communications, sales opportunities, client relationships and capital movements. It is a web-based solution that streamlines investor relationship management and capital activity.

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