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.

Close
Lead Generation - Service Providers

Contact the Ledgex team directly for assistance or to arrange a conversation by entering your details below.

Just a 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.

Close
Lead Generation - Simple Solutions

How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

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.

Ledgex Reviews

Sign in to read or leave reviews for Ledgex

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Ledgex.

Read Reviews