MoneyWare

MoneyWare

Miles Software (EbixCash)
Ledgex MoneyWare

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Ledgex:

About

Ledgex Pro is the first platform for multi-asset allocators that enables you to directly challenge the data quality concerns of our space; increasing timeliness, accuracy, and confidence throughout your investment office. Enter and stage data before releasing it to the rest of the office. Gain full transparency on the quality of the data, revisions, corrections, and approvals. More control over your data, with less effort. Performance over portfolio and custom groupings, insight into the source and age of the data at every level, and fresh analytics available as each number is entered and approved through Mission Control. Accounting is foundational to the investment office, so we built a foundational system that automatically generates ledger entries for every transaction entered, reconciled, and approved one time in Mission Control. Double-entry shouldn't require double-typing.
MoneyWare:

About

MoneyWare is an integrated Wealth Management platform designed to allow wealth managers to run their complete business life cycle from front office to back office, without having to use multiple systems. It enables wealth management firms to service all type of client segments including highly affluent, high net worth individuals and single and multi-family offices. The wealth management software suite is flexible and customizable helping clients address client management, financial advisory, portfolio management, compliance and client reporting & accounting. Wealth management systems like MoneyWare support discretionary, non–discretionary and advisory services.
Ledgex:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
MoneyWare:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Ledgex:

Audience

A platform for multi-asset allocators to improve their operations
MoneyWare:

Audience

Wealth managers
Ledgex:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
MoneyWare:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Ledgex:

API

Offers API Not Supported
MoneyWare:

API

Offers API Not Supported
Ledgex:

Screenshots and Videos

MoneyWare:

Screenshots and Videos

Ledgex:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
MoneyWare:

Pricing

No information available.
Free Version Supported
Free Trial Supported
Ledgex:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
MoneyWare:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Ledgex:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
MoneyWare:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Ledgex:

Company Information

Ledgex
Founded: 2010
United States
www.ledgex.com
MoneyWare:

Company Information

Miles Software (EbixCash)
Founded: 1999
India
www.milessoft.com/wealth-management-solution/
Ledgex:

Alternatives

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The Archway Platform

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MoneyWare:

Alternatives

Ledgex:
FundCount

FundCount

FundCount Americas
MoneyWare:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Ledgex:
Allvue

Allvue

Allvue Systems
MoneyWare:
SOLIAM

SOLIAM

VERMEG
Ledgex:
MoneyWare:
Prospero Suite

Prospero Suite

FINARTIS
Ledgex:
Dynamo Software

Dynamo Software

4.3 out of 5 stars
MoneyWare:
BITA Risk

BITA Risk

corfinancial
Ledgex:

Categories

Family Office Supported
General Ledger Supported
Hedge Fund Supported
Investor Relations Supported
MoneyWare:

Categories

Family Office Supported
Wealth Management Supported
Ledgex:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
MoneyWare:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
Ledgex:

Integrations

No info available.
MoneyWare:

Integrations

No info available.
Ledgex:
Claim Ledgex and update features and information
Claim Ledgex and update features and information
MoneyWare:
Claim MoneyWare and update features and information
Claim MoneyWare and update features and information