Download The Complete New Ledgex eBook
"Keeping it in the Family!"

A Guide for Empowering Family Offices
and Driving Investment Data Confidence

Download for free

AUM by alternative investment managers continues to soar. There’s plenty of opportunity for family offices, if they can handle it, but controlling data and its quality is a challenge. Check out our new eBook and gain the capabilities and confidence to handle complex portfolios with greater cost-efficiency, accuracy and speed in areas including:

  • Data Management
  • Entity Management
  • Cash Forecasting & Management (particularly for Private Investments)
  • Liquidity Management (particularly with Alternative Investments)
  • Modeling

Read up on such important topics as:

  • Why family offices lack confidence in data quality and their ability to view and manage it
  • The many benefits of merging ABOR and IBOR and how to get it done
  • Ways family offices can better handle entity management and the “Family Tree” of ownership
  • Software to drive profitability in areas such as cash management, analytics, staff satisfaction

Download for free

It's time to take control of your data quality.

Let's start the office with better quality, pre-reconciled data, every day.

Ledgex enables offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.