Ledgex Named a Finalist in Multiple Categories of Family Wealth Report Awards 2023

Ledgex Pro Platform Gets Nod for Both “Accounting” and “Consolidated Reporting” Capabilities

WALTHAM, Mass., March 9, 2023 – Ledgex today announced it has been named a finalist in both the “Accounting” and “Consolidated Reporting” categories of the Family Wealth Report Awards 2023. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accounting solution built by investment pros for family offices, foundations, endowments and multi-strategy managers.

“Being a finalist for these honors – especially for answering such core family office needs – is validating,” said Nicole Eberhardt, CEO of Ledgex. “Our goal has long been to help customers more effectively manage diverse portfolios, overcome data challenges across asset classes and streamline workflows. This enables family offices with limited resources to do more with less and make healthy gains in a fast-growing alternative investing space. Precise accounting and consolidating complex reporting is key to this, making this recognition particularly gratifying.”

According to Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report: “This year we had a record number of registrations and submissions for this program – more than 500 submissions in nearly 70 categories. The firms and individuals in the 10th Family Wealth Report program are worthy competitors and the ones that have reached the finalist stage are truly outstanding.”

Ledgex Pro brings together accounting and investment books of records (ABOR and IBOR), greatly streamlining workflows as teams just need to capture and reconcile data once in order to unearth new insights. Not only does the platform manage data across multiple views and automate tasks, a Confidence Index with advanced algorithms assesses a level of confidence to underlying data. This presents portfolio details in a whole new light, while eliminating the countless hours that teams typically spend proving data quality.

Now in its 10^th Year, the Family Wealth Report Awards recognize the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America. Honorees are chosen by an expert panel of over 40 judges, with finalists selected on the basis of qualitative and quantitative performance metrics. Winners will be announced on May 4 during a gala to be held in the Mandarin Oriental Hotel in Manhattan.

About Ledgex

Ledgex was built by investment office professionals to solve multi-asset data quality challenges and usability. The company enables investment firms to confidently and successfully manage complex asset portfolios with game-changing improvements in data accuracy, transparency and timeliness. Ledgex is based in Waltham, Mass. For more information, please call (888) 748-0933 or email info@ledgex.com.

About ClearView Financial Media

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004 to provide high quality “need to know” information for the discerning private client community. London-based but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running pan-global thought-leadership events and an awards program