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

A Guide for Empowering Family Offices
and Driving Investment Data Confidence

We understand that Family Offices are struggling with several business process and technology challenges. The most common ones we hear from our clients, prospects and industry friends are:
  • 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

Fill out the form below and download your complementary copy of our ebook

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

Reach out to us to get a demo or ask more questions about Mission Control and the whole Ledgex Pro suite.

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.