LedgeX vs SoftLedger
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
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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SoftLedger
Category
Accounting
SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting platform and APIs help family offices manage multiple entities and investments. This includes a full-featured general ledger, multi-entity consolidation, foreign currency revaluation, accounts receivable, accounts payable, crypto asset management, and more.
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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
–
2016
- Owned by management
- External investors
United States of America
–
- United States of America
- United Kingdom
- Hong Kong
- Australia
- Singapore
-
-
Client
Focus
- Single family offices
- Multi-family offices
Serves also
- Complex asset owners
Number
- 15
Single family offices
- Multi-family offices
- Exchange platforms
- Software and technology providers
-
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
- Data
- Institutional Investor
- Data Aggregation
- Portfolio Management
- API
- OEM software and licensing
- Ability to Whitelabel
- Full Multi-Currency Support
- Custom Reports
- Custom Development Service
- Banking Providers
- Transparency
- Proven Agility
Alternatives
-
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
-
-
- Auth0
- Plaid
- Vezgo
- Postmark
- Expensify
No