LedgeX vs Hemonto

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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Hemonto,family office software, portfolio management software, consolidated reporting software

Hemonto

Category
Consolidated Reporting

Denmark-based Hemonto, delivers state-of-the-art consolidated financial reporting through their platform and their permanent team of experts. They ensure that data accuracy and services can be tailored to customized reporting needs without compromising data integrity, enabling real-time and verifiable data to be the basis for financial decisions.

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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


-


  • 2006


  • Owned by management
  • Clients are also owners


  • Denmark


  • Aarhus
  • Copenhagen
  • Oslo


  • Denmark
  • Germany
  • Norway
  • Switzerland
  • United Kingdom


-


  • $30 billion+

Client
Focus

  • Single family offices
  • Multi-family offices

Serves also

  • Complex asset owners

Number

  • 15


  • Single- and multi-family offices


  • Individual wealth owners
  • Financial advisors
  • Banks


  • 100+

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


  • Accounting
  • Consolidated reporting
  • Governance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Impact/ESG reporting
  • Data management
  • Bespoke reporting
  • Cost controlling
  • Benchmarking
  • Dataset as a service


  • Consolidated performance reporting
  • Accounting and administration
  • Consolidated risk and exposure reporting
  • Bespoke consolidated reporting
  • Private equity reporting
  • ESG screening
  • Costs analysis
  • Extended monitoring of costs and compliance
  • Dynamic customer portal with business-intelligence tools
  • Hemonto App


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


  • MiFID II
  • GDPR


  • Yes

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
  • Serviced Software


  • Azure multi-factor authentication
  • ISAE 3402-II control report can be forwarded on request


  • Microsoft


  • Office 365 Security integration
  • Integration to ERP systems
  • Microsoft Power
  • BIExcel


  • Yes