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A Better Look: Family Offices, Technology and Beneficial Ownership

Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article.

Ledgex named to WealthTech 100 list for 2022

Fourth annual WealthTech100 list announced to recognize the tech companies transforming the global investment and banking industries The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by investment firms, private banks and financial advisors. The WealthTech sector has experienced rapid growth over the last two years as the huge increase in digital financial products and remote client communicationsRead more

Predictions for Alternative Investment Organizations

Ledgex’s Mike Maguire shares his outlook for fintech challenges for the alternative investment industry in 2022. A great overview of how the industry continues to grow in the new year and how that growth is handled with technology and the special challenges of alternative investments. (VMBlog January 10, 2022) Fintech – Predictions for Alternative Investment Organizations

How Technology Is Leveling The Playing Field For Alternative Investment Firms

For alternative investment organizations – foundations, estates, and family offices – it’s not easy to keep up with larger competitors with deeper pockets and much more staff. Fortunately, technological developments are finally giving alternative investment firms the confidence and capabilities to take on a portfolio of any size and unlock new insights to improve performance. Timothy Bowens of News Primer discusses how ABOR/IBOR can be handled within a singleRead more

A matter of trust: Investment transparency in compliance

Above all else, chief compliance officers (CCOs) at investment firms dream of consistency, efficiency, and control. Yet, when it comes to offices that allocate to external investment managers, the environments can be nightmarish. Updates are presented in a frustrating range of formats. Information arrives at varying times. Compiling data and making them usable takes on a life of its own. With most software built for a particular purpose, dataRead more

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Crunch Time for Covid-Era Tech

In every industry, the dynamics of the Covid era are driving change, and the financial industry is no exception. Waters Technology’s Max Bowie explains how companies like Ledgex are giving financial workers more confidence in their data.

One for the books: Will combining ABOR and IBOR write a new chapter in investing?

Every day – across investment offices, foundations and endowments – a flawed process is repeated. Accounting and investment pros struggle to collect timely, up-to-date information that will enable their firms to manage diverse portfolios and make better, faster decisions. And every day, the results are the same; an inability to quickly verify and audit sources, accompanied by discrepancies and a lack of confidence in data. What’s needed is greaterRead more

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Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Ledgex announces Ledgex Pro, a multi-asset class portfolio accounting solution that handles ABOR and IBOR in one single solution, streamlining workflows and providing data insights never before offered. Included is Mission Control the innovative Ledgex Data Confidence Index, to give users deep insight into the quality of data they receive, along with a complete audit trail. The Data Confidence Index uses machine learning algorithms to analyze key data indicators and assign each piece of information a level of confidence within Mission Control.