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

Ledgex Systems Recognized as a Top Technology Innovator of the Year in Custody Risk Americas Awards

BOSTON – April 08, 2014 – Ledgex Systems, a leading software solutions provider of portfolio management solutions for fund of funds and multi-fund managers, today announced it has been recognized as one of the most innovative technology companies in the financial industry. The company has been named to the shortlist in the 2014 Custody Risk Americas Awards, an annual international ranking of leading technology providers.

The Custody Risk Americas Awards honor the outstanding achievers in the securities services industry in both North and South America. A panel of esteemed judges selected Ledgex Systems as a finalist based on the value the Ledgex software platform brings to fund of funds, endowments, pensions and institutional investors.

“Ledgex is committed to delivering innovative and effective technology solutions and support to our clients. Being named a finalist in this year’s Custody Risk Americas awards substantiates our efforts and confirms that we are achieving our purpose as a company,” said Brian Macallister, managing director of Ledgex Systems. “As we grow, our focus remains on delivering great service to our clients and pioneering technology solutions for the industry.”

Following are the core components of the award-winning Ledgex portfolio management platform:

  • Ledgex Portfolio Manager, a comprehensive portfolio management system that allows managers to easily manage complex portfolio structures and look through these portfolios for exposure, performance and allocation weights.
  • Ledgex Liquidity, an advanced liquidity modeling utility and reporting engine that, given certain conditions, generates all available options for accessing assets by processing each tranche and their respective trade characteristics with a manager’s liquidity terms.
  • Ledgex Research, a customizable module that combines CRM, document management and research management capabilities within a single system that removes silos and puts manager research in context with the entire portfolio management strategy.
  • Ledgex Investor Relations, a highly configurable tool designed specifically for managing communications, capital movements, meetings and client interactions in a centralized system that brings organization to the investor relationship management (IRM) process.

For more information and to view the 2014 Custody Risk Americas Awards shortlist, visit

About Ledgex Systems
Ledgex Systems is transforming the way fund of funds, endowments, pensions and family offices manage their portfolios, make investment decisions and meet investor demands. The powerful Ledgex platform is an integrated technology suite that streamlines front and middle office functions of investment management firms. The comprehensive suite features four modules: Ledgex Portfolio Manager, Ledgex Manager Research, Ledgex Liquidity and Ledgex Investor Relations.

For more information on Ledgex, visit our website at or call +1-877-700-1921.