LedgeX vs STP Investment Services
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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STP Investment Services
Category
Technology provider
USA based, STP Investment Services, offers a platform that provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.
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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
- 100-500
-
- 2008
-
- Bangalore, India
- Pennsylvania, USA
- West Chester, USA
- United States of America
-
-
- Key staff have ownership,
- External investors (neither clients nor staff)
Client
Focus
- Single family offices
- Multi-family offices
Serves also
- Complex asset owners
Number
- 15
- Multi-family offices
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
-
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 Aggregation
- Portfolio & Cost Analysis
- Portfolio Management
- Intra-Family Loans
- After-tax performance reporting
- Ability to White-label
- Custom Development Service
- Custom Reports
- Full Multi-Currency Support
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Funds
- Cash & Equivalents Commercial
- Commodities
- Cryptocurrency
- Developed Markets
- Developing Markets
- Digital Assets & Crypto Currency
- Direct Private Equity
- Equities
- Fixed Income
- Foreign Exchange
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Insurance
- Lifestyle Assets & Rare Collectibles
- Music Royalty
- Private Debt
- Private Equity
- Private Equity & Direct Investments
- Private Equity Funds
- Real Estate
- REITS
- Residential
- Venture Capital
- Warehousing & Industrial
-
- 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
-
- Salesforce,
- Microsoft Dynamics,
- Canoe
- Yes
-