# Ledgex Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Ledgex Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/133107/Ledgex

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# 

 Ledgex Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Ledgex

## What is Ledgex?

Ledgex Systems is a software solutions provider focusing on the delivery of high end investment management applications to the fund of hedge fund, private equity, family offices, endowments, and pensions. The Ledgex Platform was designed and built to provide multi-fund managers the ability to systematically manage their portfolios, perform complex analytics and provide robust reporting, both internal and external to the firm.

## What is Ledgex used for?

[Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Ledgex?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.ledgex.com/&name=Ledgex)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Ledgex

5.0 (1)

VS.

[3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.0 (1)

Ease Of Use

3.3 (679)

Value For Money

3.0 (1)

Value For Money

2.5 (523)

Customer Service

5.0 (1)

Customer Service

4.5 (507)

## Ledgex alternatives

[0.0](https://www.capterra.com/p/196473/Digital-Advisor/#reviews)

Starting price

Contact vendor for pricing

[Cash App](https://www.capterra.com/p/246167/Cash-App/)

[4.2 (679)](https://www.capterra.com/p/246167/Cash-App/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/246167/Cash-App/)

[Similarweb](https://www.capterra.com/p/148472/SimilarWeb-Pro/)

[4.6 (251)](https://www.capterra.com/p/148472/SimilarWeb-Pro/reviews/)

Starting price

$125.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/148472/SimilarWeb-Pro/)

Highest Rated

[Unity](https://www.capterra.com/p/275057/Unity/)

[5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews)

Starting price

$3500.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/275057/Unity/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Client Management

Manage contact details and communication with clients

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

For Investment Advisors

Used by financial advisors and money managers

Fund Management

Manage allocation and performance of financial assets

Investment Management

Manage and handle financial assets as well as other investments.

Portfolio Rebalancing

Reallocation of assets to reflect changing investment goals or market conditions

Ledgex 7 features

Manage contact details and communication with clients

Track and report regulatory data to either internal management or external stakeholders

Used by financial advisors and money managers

Manage allocation and performance of financial assets

Manage and handle financial assets as well as other investments.

Reallocation of assets to reflect changing investment goals or market conditions

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

3.0 (1)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

3.0 (1)

3.0

Based on 1 reviews

## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SP S.

Director

### "High Powered Software for the Fund of Funds business"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 27, 2017

Pros

Ledgex is incredibly flexible and powerful, with seemingly limitless potential and functionality. It can handle extremely complex organizational requirements.

Cons

The upfront set-up, data loading, configuration and maintenance effort is neither simple nor quick. You will need a lot of support from Ledgex and need to dedicate substantial internal resources to configuring, administering and maintaining the software.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Independent research methodology

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[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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