Family offices
Every bank, entity and currency, consolidated by hand
Ledgerlight reads the statements as they arrive, in any format, checks every figure and builds one consolidated picture of the family's wealth at official FX rates.
Book a demoWhere it hurts today
A different statement from every bank
Each custodian and fund sends its own layout: PDF, Excel, scanned pages. Someone copies them into a spreadsheet every month.
Currencies and entities checked by hand
Converting every account to one currency and adding up the entities takes days, and one wrong rate or missing row changes the total.
The monthly picture depends on one person
When the person who knows the spreadsheet is away, the report waits. And it is hard to show where a number came from.
Product
How Ledgerlight solves it
Consolidated net worth, allocation by asset class and custodian, and an automatically written monthly summary.
Synthetic demo data
Capabilities
What you get
Consolidated net worth
All entities, accounts and currencies, at official rates.
Private assets
PE, VC, real estate and funds, with commitments and unfunded balances.
Automatic monthly report
What changed, why, and what needs attention.
Alerts
Concentration, missing statements and upcoming capital calls.
Security & deployment
Where your data runs
- Encryption in transit and at rest
- Role-based permissions
- A full audit log: every number traceable to its source
Want to see it on your own statements?
A 20-minute demo: bring one statement and watch it get read, checked and consolidated.
Book a demo