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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.
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.
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.
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
Ledgex’s Mike Maguire shares his outlook for fintech challenges for the alternative investment industry in 2022. A great overview of how the industry continues to grow in the new year and how that growth is handled with technology and the special challenges of alternative investments. (VMBlog January 10, 2022) Fintech – Predictions for Alternative Investment Organizations
For alternative investment organizations – foundations, estates, and family offices – it’s not easy to keep up with larger competitors with deeper pockets and much more staff. Fortunately, technological developments are finally giving alternative investment firms the confidence and capabilities to take on a portfolio of any size and unlock new insights to improve performance. Timothy Bowens of News Primer discusses how ABOR/IBOR can be handled within a singleRead 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
Above all else, chief compliance officers (CCOs) at investment firms dream of consistency, efficiency, and control. Yet, when it comes to offices that allocate to external investment managers, the environments can be nightmarish. Updates are presented in a frustrating range of formats. Information arrives at varying times. Compiling data and making them usable takes on a life of its own. With most software built for a particular purpose, dataRead more
In every industry, the dynamics of the Covid era are driving change, and the financial industry is no exception. Waters Technology’s Max Bowie explains how companies like Ledgex are giving financial workers more confidence in their data.