Cloud portfolio management platform that helps private capital investors measure and report portfolio performance

Ledgex
Investment management software for funds of hedge funds, private equity firms, family offices, endowments and pensions
- Risk Management
- Compliance Reporting
- Client Management
- For Investment Advisors
- +2 more
About Ledgex
Ledgex is the platform from Ledgex Systems, a provider of investment management applications at the higher end of the market. It was designed and built so that managers of several funds can run their portfolios in a structured way.
What Ledgex offers
- Portfolio management — systematic handling of holdings across multiple funds.
- Analytics — complex analysis of portfolio data.
- Internal reporting — reports for use inside the investment firm.
- External reporting — reports prepared for investors and other outside parties.
Who it works with
Funds of hedge funds, private equity firms, family offices, endowments and pension funds.
Key facts
- Vendor: Ledgex Systems, which concentrates on investment management applications
- Focus: multi-fund managers who need analytics and reporting from a single system
Profile written by TrustList from the business's own published information, Oct 2026.
Categories & features
- Risk Management
- Compliance Reporting
- Client Management
- For Investment Advisors
- Portfolio Rebalancing
- Fund Management
Rankings
- Stock portfolio management software › For investment advisors#7
- Stock portfolio management software › Risk management#7
- Stock portfolio management software › Portfolio rebalancing#7
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
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