LedgeX vs Giving Place, Inc.

You are looking for alternatives to LedgeX. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
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ledgex

Ledgex

Category
Portfolio Management

USA based, 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.

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giving place logo

Giving Place, Inc.

Category
Technology provider

Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.

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Company
Employees

11-50

Revenue

Founded

2010

Ownership

Privately owned

Incorporated

  • United States of America

Locations

  • Waltham, Massachusetts

Top markets

Total AUM

Avg. AUM per client

$500 million – $1 billion


11-50


-


2020


  • Key staff also have ownership
  • Owned by management


United States of America


Boulder, Colorado (USA)


  • United States of America
  • United Kingdom


~$450 million AUA (assets under administration)


-


~ $36 million


~ $185 million

Client
Focus

  • Single family offices
  • Multi-family offices

Serves also

  • Complex asset owners

Number

  • 15


Multi-family offices


  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Foundations


-

Product
Main Tasks

  • Data aggregation and management for all transactions and market values
  • Review and approval of transaction and market value entries
  • Tax lot processing and reporting
  • General ledger processing
  • Financial reporting
  • Beneficial owner management and reporting
  • Portfolio modeling
  • Cash flow modeling
  • Exposure monitoring and reporting
  • Performance and analytics reporting
  • Entity management

Top features

  • Data aggregation and management
  • Data confidence index reporting
  • Side by Side ABOR vs IBOR Reporting
  • Beneficial ownership
  • Liquidity forecasting
  • Entity management
  • What-if/Portfolio modeling
  • Exposure reporting
  • Lookthru reporting

Assets supported

  • Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
  • Private investments (private equity, venture capital, REITs, etc)
  • Any commitment-based funds
  • Marketable Securities
  • Trusts
  • Cash and liquid assets
  • Personal assets (real estate, vehicles, artwork, etc)

Compliance

Whitelabel

Yes


  • Compliance
  • Technology provider
  • Risk Management
  • Consolidated Reporting
  • Data Aggregation
  • Digital Due Diligence
  • Governance
  • Impact & ESG
  • CRM


  • Custom Reports
  • Transparency
  • Visionary Purpose
  • Payments
  • Advisor Portal
  • Tax Compliance & Audit Support


  • Cash and equivalent
  • Any charitable structure beyond cash


-


No

Technology
Type of software

SaaS

Security

Ecosystem

  • Azure PaaS and IaaS

Integrations

  • Data feeds
  • OCR integration
  • CRM integration
  • 3rd party general ledger systems
  • Document storage solutions
  • AP/Bill pay
  • Data warehouse

Mobile App

No


SaaS


-


Linux


  • QuickBooks
  • Sage Intacct


  • No