LedgeX vs Sensiba

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.

Ledgex

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.

Sensiba

Accounting

Sensiba provides best-in-class technology tools suited for each client’s situation, preferences, and needs, backed with robust security and unparallel visibility through custom dashboards. They are a certified Sage Intacct Partner and have deep expertise in cloud-based technology solutions.

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

100-500

1977

Key staff also have ownership

United States of America

Pleasanton, CA
Bend, OR
Fresno, CA
Portland, OR
San Jose, CA
San Mateo, CA

United States of America

Client

Focus

Single family offices
Multi-family offices

Serves also

Complex asset owners

Number

Single family offices

Individual wealth owners
Multi-family offices
Endowments
Foundations
Software and technology providers

17 single family offices
2 multi-family offices
3 foundations
6 software

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

Custom development service
Digital excellence
Visionary purpose
Custom reports

Cash & equivalents
Private equity
Direct private equity
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Real Estate
Residential

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

SAAS

Other

Bill
Knowledger
Banking through Sage Banking Cloud
Credit Cards

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