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Ledgex Systems Launches Redesigned Website Showcasing its Leading Portfolio Visualization and Research Monitoring Platform

The enhanced website ( aims to highlight Ledgex’s premier portfolio and research management solutions for the alternative and institutional investment industries. The new website is designed to work on all the latest communication platforms (tablet, smartphone, PC, etc.). With the new layout and improved functionality, users can easily navigate throughout the website to learn more about Ledgex.

The Ledgex solutions deliver a single platform to improve portfolio management, construction, liquidity management, research management, and investor relations. Key capabilities include:

  • Portfolio Management, a complete portfolio management and visualization platform with advanced analytics, performance measurement, reporting and workflow management for enhanced investment operations.
  • Research Management, a modern research management repository for all information relevant to the investment lifecycle including activities, meetings, contacts, surveys, workflows and fully integrated document management capabilities with advanced reporting.
  • Liquidity Management, an advanced liquidity modeling utility and reporting engine that allows firms to track and manage investor and investment liquidity.
  • Investor Relations CRM, a highly configurable tool designed to efficiently manage communications, capital movements, meetings, and client interactions in a centralized system to bring organization to the fund raising process.

“We are thrilled to debut our enhanced website as it marks another milestone in the evolution of Ledgex Systems. With a new design, layout, robust content and more, users can easily access information on our comprehensive portfolio and research management products,” said Jaime Bean, Managing Director of Ledgex Systems.


Ledgex Systems is transforming the way endowments and foundations, family offices, wealth advisors, pensions, consultants, fund of funds, hedge funds and private equity firms manage their portfolios and client relations, make investment decisions and meet investor demands. The powerful Ledgex platform is an integrated technology suite that streamlines critical functions of investment management firms. The comprehensive suite delivers solutions for: Portfolio Management & Analytics, Research Management and Due Diligence, Liquidity Management, Investor Relations Management and CRM.

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