Forest Systems and Ledgex Partner to Bring Innovative & Integrated General Ledger Capabilities to Family Offices

Mountain View, CA: December 1, 2023

Forest Systems is honored to announce a strategic partnership with Ledgex, an integrated technology system with an experienced team that has provided robust portfolio management and analytics for private markets for over a decade.

This collaboration brings together two industry leaders driven to transform how Family Offices use technology. This partnership combines the best of Ledgex expertise in analytics, private markets, and data management with Forest Systems specialized accounting support for Family Offices. It will provide an innovative and integrated solution and will support unique needs across the full spectrum of investment and accounting requirements.

“The Forest Systems team is excited for this collaboration because each party brings its own strengths to the service of our mutual clients,” says Ed Van Deman, Forest Systems CEO. “Together, we are a powerful solution across both strong functionality and competitive pricing.”

LedgexPro’s innovative data management module was explicitly designed to support the accounting and investment books of record side by side, keeping the full audit trail of activity and providing a unique view into data quality, all while adding full multi-asset class support. 

Ledgex customers will now be able to reduce the number of vendors necessary to support their operations, and eliminate unnecessary complexity, expense and often manual work required to reconcile multiple systems.

“The Forest Systems solution fills a need many clients of ours have,” said Ledgex CEO Nicole Eberhardt. “The expertise of the Forest team helps Ledgex to provide an even more robust and comprehensive joint solution than ever. “

In 2023, Forest Systems expanded its relationship with many players in the data management industry for investors. Forest Systems is an industry leader in tracking and reporting on accounting data for high-net-worth individuals and their investment entities while maintaining accounting integrity with the data. 

About Forest Systems

Forest Systems’ premier capabilities simplify complex and time-consuming processes for Single Family Offices, Multi-Client Family Offices, Accounting Firms, and Trust and Estate Managers to download bank and investment transactions, produce consolidated financial statements, and provide tax and market value reports across multiple types of entities. Forest Systems is based in Silicon Valley, Ca. For more information, please call (650) 282-5180, email info@forestsystems.com, or visit our website at https://forestsystems.com.

About Ledgex

Ledgex was built by investment office professionals to solve multi-asset data quality challenges and usability. The company enables investment firms to confidently and successfully manage complex asset portfolios with game-changing improvements in data accuracy, transparency and timeliness. Ledgex is based in Waltham, Mass. For more information, please call (888) 748-0933, email info@ledgex.com or visit our website at www.ledgex.com.

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