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Alkymi and Ledgex have announced a new partnership aimed at helping family offices increase operational efficiency and data management capabilities in order to take advantage of a rapidly growing market. By integrating Alkymi’s data workflow automation into the Ledgex Pro multi-asset class portfolio management and accounting solution, Ledgex customers can automate data collection and management processes, streamline workflows, lower costs and drive investing performance and analytics usingRead more
Ledgex Bolsters Leadership Team to Meet Increased Customer Demand in Surging Family Office Market Nicole Eberhardt Promoted to CEO Post, Industry Veteran Wendy McCoy Joins Company as CSO WALTHAM, Mass., November 15, 2022 – Ledgex today announced it has bolstered its leadership team to meet increased demand for its platform and further its growth in a booming family office market. The company is the creator of Ledgex Pro, theRead more
Michael Maguire brings over two decades of executive fintech experience to post aimed at maximizing company revenue and building upon rapid growth WALTHAM, Mass., December 7, 2021 – Ledgex today announced it has selected Michael Maguire – a fintech executive with over two decades of experience – as its new chief revenue officer (CRO). The company is the creator of Ledgex Pro, a multi-asset class portfolio accounting solution builtRead more
Fully integrated solution provides front to back data management with ABOR, IBOR and knowledge day reporting; Adds advanced analytics, performance pacing and liquidity modeling WALTHAM, Mass., October 20, 2021 – Ledgex today announced groundbreaking enhancements to Ledgex Pro, a multi-asset class portfolio accounting solution built by investment pros for foundations, endowments and family offices. New features include advanced analytics and modeling capabilities for performance tracking, liquidity and privateRead more