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Ledgex and Forest Systems announced today that they have entered a strategic partnership that will provide Family Offices with a ‘Best in Class’ integrated solution that supports their unique needs across the full spectrum of investment and accounting requirements. The agreement brings together Ledgex expertise in analytics, private markets, and data management with Forest Systems specialized accounting support for Family Offices. Ledgex has provided robust portfolio management andRead more
Ledgex DRS Helps Clients More Easily Manage Private Investment Documents, While Saving Money, Resources and Freeing Staff to Focus on More Strategic Work WALTHAM, Mass., July 19, 2023 – Ledgex today launched a document retrieval service (Ledgex DRS) enabling family offices and other providers of financial services to eliminate labor intensive manual processes, automate tasks and better manage the documentation associated with private investments. The company is theRead more
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