As a lookback, in 2017, Ledgex introduced new features and enhancements aligned to the needs of family offices, endowments and foundations, wealth advisors, consultants and other alternative asset allocators. Heading into 2018 we are positioned well to help many firms with our advanced and comprehensive platform. These noteworthy features include: Comprehensive Portfolio Visualization Tools Ledgex’s visualization tools optimize the presentation of data and notification/alert capabilities, and the innovative dashboardsRead more
BOSTON – December 5, 2017 – Ledgex Systems, the leading provider of portfolio and research management solutions for the alternative and institutional investment industries, today announced the launch of its redesigned website. The enhanced website (http://www.ledgex.com) 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.).Read more
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
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
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
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
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
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
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