Ledgex
Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.
The solution also includes knowledge data reporting with a full audit trail (a complete history of each data point from estimate to cap statement) and data confidence reporting which ultimately improves transparency into data quality and reduces or eliminates unnecessary back-office work. Additional modules include beneficial ownership (particularly for private investments), and liquidity forecasting and modelling that meet the evolving needs and sophistication of family offices.
Have a question regarding Ledgex?
Contact Ledgex directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
Simple ("Promoter") is not a current client of a Ledgex. Promoter will receive cash compensation for referrals to Ledgex. Click here to read the full disclaimer.
Simple ("Promoter") is not a current client of a Ledgex. Promoter will receive cash compensation for referrals to Ledgex. Click here to read the full disclaimer.
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Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
Pricing of support
Included
Added services
Professional services available for data conversion, data cleanup, report building and customisation
Business process review, and workflow documentation and review
Onboarding
2-3 months
Customisation
Any entity can be natively extended
Customised dashboards
Report groupings
Terminology, look and feel settings to Ledgex-built advanced reporting
Bespoke development
Yes, upon request
Latest News from Ledgex
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Disclaimer
1. Simple (”Promoter”) is not a current client of Ledgex.
2. The Promoter and Ledgex have entered into a separate written agreement (the “Agreement”), pursuant to which the Promoter refers potential investment advisory clients to Ledgex. The Promoter will receive a fee for each introduction it makes to Ledgex.
3. You are not paying any fee directly to Promoter for referral services, and Ledgex has not increased its fees to any firm to facilitate its payment of compensation to Promoter.
4. The Promoter has an incentive to solicit or refer you to Ledgex, or to indicate its approval, support, or recommendation of Ledgex or any of its directors, officers, principals, or employees, because the Promoter receives a fee for every introduction it makes to Ledgex.
Company Representative
Michael J. Maguire
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