Our ground-breaking "Enterprise Platform for Family Offices" offers the following products: Data Management (Mission Control), Portfolio Accounting, General Ledger, Performance & Analytics and Modeling. We offer innovative solutions to specifically address; data quality & control, cash forecasting, cash management, liquidity forecasting and entity management. Coupled with patent-pending technology that uses AI and Machine Learning - we offer the next generation platform for Family Offices to help them scale and grow!
Ledgex recently launched our next generation platform Ledgex Pro – an Enterprise Management Platform for Single and Multi-Family Offices. We offer clients the following solutions in our suite: Data Management, General Ledger, Portfolio Accounting, Performance & Analytics and Modeling. We recognized an industry-wide problem that we have uniquely solved – simplified data aggregation and data quality.
Our Data Management solution (Mission Control) can ingest data from multiple sources and types and centralize it all in an intuitive workspace for staging data to be published later. We designed workflow so data can be reviewed/reconciled, approved, then ultimately published to both ABOR and IBOR perspectives that are available throughout our platform (or other internal client systems).
We have also built out Knowledge Date Reporting, Full Audit Trail (complete history of each data point from estimate to cap statement) and Confidence Reporting. Confidence Reporting is a patent pending solution that uses an advanced customizable algorithm and machine learning to assess the quality of a data point which is then translated it into a heatmap overlay on reporting and analytics (which can be toggled on and off) across the system so consumers of this information can better understand the data. This ultimately improves transparency into data quality and reduces/eliminates unnecessary work to research questions about data points. Other notable features are our unique approach to Entity Management, Cash Forecast & Management (particularly for Private Investments), Liquidity Forecasting and Modeling.
