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Ledgex, a leading wealth management industry participant servicing the North-American family office and family wealth industry, has been selected as a finalist in the ‘Accounting’ and ‘Consolidated Reporting’ categories at the Tenth Annual Family Wealth Report Awards 2023 program. The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.Read more

Private Asset Management Awards 2023

Ledgex Wins “Best General Ledger System” at Private Asset Management Awards 2023 Ledgex Pro Platform Also Receives High Commendation for “Best Partnering Accounting Solution” WALTHAM, Mass., February 23, 2023 – Ledgex has announced it took top honors for “Best General Ledger System,” along with a High Commendation for “Best Partnership Accounting Solution,” in the Private Asset Management Awards 2023 (PAM Awards). The company is the creator of Ledgex Pro, theRead more

New Partnership Integrates Alkymi Automation

    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

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

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