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Ledgex Systems unveils CRM solution for hedge funds, family offices and asset allocators


Ledgex Systems has launched a stand-alone Client Relationship Management (CRM) solution tailored specifically for hedge funds, endowments and foundations, fund of funds, pensions and family office organisations.

Ledgex CRM is ideal for managing and tracking investor communications, sales opportunities, client relationships and capital movements. Sophisticated Client Relationship Management capabilities are necessary to increase and retain more assets, maintain and grow clients, provide exceptional client service and meet heightened reporting requirements. Out of the box, the solution delivers efficiencies, transparency and flexibility without increasing headcount or costs.
Ledgex CRM is a web-based solution that streamlines investor relationship management and capital activity, enabling managers to optimise their time and focus on fostering relations and growing business.  
“Ledgex CRM is the premier Client Relationship Management tool for hedge funds, family offices and asset allocators. Designed specifically for alternative investment managers, Ledgex is tailor-made to meet the unique needs for investor relations while offering the flexibility to support unique and complex relationships for each organisation,” says Brian Macallister, managing director at Ledgex Systems. “The platform enables hedge fund managers the ability to easily manage sales pipelines, relationships, communications and marketing all within one reliable, user-friendly platform. I am confident that Ledgex CRM will enhance our clients’ investor relations and help contribute to their continued success.”

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