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
By Ledgex
- Risk Management
- Compliance Reporting
- Client Management
- For Investment Advisors
- +2 more
About Ledgex
Ledgex Systems is a software provider that concentrates on investment management applications at the high end of the market, and Ledgex is its platform.
Who the platform is built for
According to the vendor, its customers are hedge fund of funds, private equity houses, family offices, endowments and pension schemes. The platform was designed and built so that managers running several funds can handle their portfolios in an orderly way.
Analytics and reporting
Beyond portfolio management, the platform supports complex analytics and detailed reporting, both inside the firm and outside it, for investors and other parties.
TrustList summary
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.
Main features
- 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
Summary written by TrustList from the business's own published information, Nov 2026.
Categories & features
- Risk Management
- Compliance Reporting
- Client Management
- For Investment Advisors
- Portfolio Rebalancing
- Fund Management
Ledgex rankings
Ledgex is ranked on 1 TrustList ranking at #33.
Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Ledgex has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.
Risk management software · 1 ranking
- #33of 194Risk management software
It is one of 5 here listing client management and fund management.
Of the top 74 here, 32 also cover compliance management and 26 also cover audit management.
Behind Asset Manager, ahead of iLEVEL.
As of 2026-11-15. Organic ranks only; sponsored placements are never ranks. How TrustList ranks
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