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A matter of trust: Investment transparency in compliance

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

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Crunch Time for Covid-Era Tech

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.

One for the books: Will combining ABOR and IBOR write a new chapter in investing?

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

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Ledgex Unveils All-in-One Platform to Streamline Preliminary and Official Book of Record Reporting for Asset Management

Ledgex announces Ledgex Pro, a multi-asset class portfolio accounting solution that handles ABOR and IBOR in one single solution, streamlining workflows and providing data insights never before offered. Included is Mission Control the innovative Ledgex Data Confidence Index, to give users deep insight into the quality of data they receive, along with a complete audit trail. The Data Confidence Index uses machine learning algorithms to analyze key data indicators and assign each piece of information a level of confidence within Mission Control.