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.

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Lead Generation - Simple Solutions

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Few more questions...

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

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