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Webinar: Hedge Fund Marketing Essentials

Effective hedge fund marketing strategies and materials allow firms to capitalize on new opportunities and stand-out from the crowd. However, crafting a unique story that reaches and motivates investors is challenging. Watch our hedge fund marketing webinar with Ovis Creative that looks at: The current hedge fund marketing landscape – what’s working, what’s not Marketing toolkit essentials – from the message and pitchbook to the website and communications The roleRead more

Ledgex Systems Achieves Record Growth in First Half 2015

BOSTON – August 18, 2015 – Ledgex Systems, a leading provider of Portfolio Management, Manager Research, Liquidity Management and Investor Relations software for financial firms, today announced record growth for the first half of 2015. Ledgex achieved 30 percent growth over the first half of 2015 by adding multiple new clients at various types of firms including wealth advisors, private equity, family offices and endowments & foundations (E&F). HeightenedRead more

Is Your Hedge Fund in Danger of Being Dropped by Clients? How to Retain Investors and Improve Customer Relationships

The following article originally appeared on the Tabb Forum on June 26, 2015 and was written by Brian Macallister, managing director, Ledgex Systems. Keeping investors consistently happy (and loyal) is more difficult than it was seven years ago. The 2008 crisis left investors wary, requiring hedge funds to increase transparency to retain clients in an increasingly competitive market. Here are 3 questions to help you assess whether your hedgeRead more

3 Reasons Investors Drop Hedge Funds

2015 Trends: Investor-centric Approaches for Hedge Fund Growth

Ledgex Systems Launches Ledgex 7.0 Delivering SaaS Availability Plus New Manager Research and Due Diligence Features

BOSTON – June 15, 2015 – Ledgex Systems, a leading provider of Portfolio Management, Manager Research, Liquidity management, and Investor Relations software for financial firms, today announced the launch of Ledgex 7.0 featuring availability as a Software as a Service (SaaS) delivery model. Ledgex 7.0 also introduces new features and advanced functionality around manager research, due diligence and client relationship management (CRM). Ledgex 7.0 is now available to clientsRead more

Hedgeweek: Ledgex Systems Unveils CRM Solution

Ledgex Systems Unveils Client Relationship Management Solution Tailor-made for Hedge Funds, Family Offices & Asset Allocators

BOSTON – March 17, 2015 – Ledgex Systems, a leading provider of portfolio management, liquidity management, research management and investor relations software for financial firms, today announced the launch of its stand-alone Client Relationship Management (CRM) solution. Ledgex CRM is a highly configurable, centralized platform that is tailored specifically for hedge funds, endowments and foundations, fund of funds, pensions and family office organizations. Ledgex CRM is ideal for managing and trackingRead more

HFMTechnology: Ledgex unveils CRM system

Ledgex Systems Hires a New Managing Director and Head of Sales

BOSTON – March 10, 2015 – Ledgex Systems, a leading provider of portfolio management solutions for fund of funds and multi-fund managers, today announced that it has hired Jaime Bean as Managing Director and Head of Sales. Previously Head of Global Sales for Code:Red, Jaime will be based in the company’s New York office and oversee all aspects of Ledgex sales, marketing and business development. Jaime brings over 20Read more

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