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AI Technology Insights Article

New technology is allowing for the implementation of higher quality investment data. Family offices choosing to invest in such tech will ultimately unlock new insights and grow their firms. Read more about the technological opportunities offered to family offices during this critical industry moment in the AIthority article.

Latest Technology Review in Global Banking & Finance Review

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

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.

Family Wealth Report Article Discusses Alt. investments & Family Offices

As the number of ultra-high net worth individuals relying on family offices for alternate investing rapidly increases, it is crucial for these offices to take on greater portfolio volume to ensure wealth preservation and growth. Read more about what our chief strategy officer at Ledgex, Nicole Eberhardt, has to say about some of the technology choices and considerations that family offices face in the FamilyWealthReport article.

Wealth Solutions Report Explores Technology Gaps Within Family Offices

  It is necessary to address the gaps in technology existent within family offices. With the rising volume of UHNWI clients, family offices must keep pace. To do so, decisions surrounding software solutions must be made to make sure these firms do not hinder their growth. Read more about challenges family offices face while attempting to remain competitive in the Wealth Solutions Report 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.