Discover the Power of Ledgex

Investor/Activity/Workflow management, Robust Reporting, Sales & Marketing Enablement and Compliance Support
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Portfolio Management

A complete portfolio management platform with advanced analytics, performance measurement, reporting and workflow management for enhanced investment operations.

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Research Management

A central research management repository for all information relevant to the investment lifecycle including activities, meetings, documents, reports and contacts.

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Liquidity Management

Take charge of investor and investment liquidity by managing your portfolio daily to meet your firm's desired liquidity risk profile and never miss a notice date or liquidity option.

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Investor Relations

Efficiently manage communications, capital movements, meetings, and client interactions in a centralized system and bring organization to the fund raising process.

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