Family office software
LemonEdge is the next-generation family office accounting, management, and reporting software that provides the full range of functionality required for the end-to-end management of family office operations.
The challenges facing today’s family and multi-office firms.
The breadth of the challenges facing today’s family offices is daunting. They include the need to provide investment management services not dissimilar to a full-blown asset manager, manage highly complex structures associated with the family across a range of diverse investments and generations.
In addition, family offices need to regularly provide detailed performance/valuation reports to the family or advisors or both, while ensuring the highest levels of confidentiality, including direct control of all data.
For multi-family offices service providers these challenges apply for each client family with the added layers of complexity around the all-important issue of data security.
Secure and flexible family office administration and accounting software
LemonEdge provides an ideal family office solution through a modern accounting engine, supporting any complexity of structure or accounting need, with infinitely flexible configuration tools. Ease of self-management is paramount in software, enabling family offices to continuously adapt their environment and respond to changing data management and calculation requirements, as well as the associated reporting.
In addition, the LemonEdge ‘safes’ data security model ensures that multi-office service providers can guarantee complete isolation of data between their clients.
Please read on to see how our innovative technology solves many of the challenges facing family offices.
Secure reporting to the Family
Our software has multiple options for reporting to the family or their advisors, including traditional email reports, a fully integrated secure reporting portal, or by feeding encrypted reports/data to family or advisor systems.
Remove the risks associated with offline Excel spreadsheets.
Algorithms is our proprietary spreadsheet technology, which finally solves the problem of having to create offline, high-risk, Excel processes. By bringing offline Excel processes into LemonEdge the legacy data security, audit compliance and workflow risks are eliminated. Use cases for Algorithms include bespoke calculations associated with family members, or their trusts or the corporate vehicles often arising in family structures, including those required for personal family assets.
Import any type of data via our API.
Automate data flow to and from LemonEdge with any other system or data source with our comprehensive encrypted API toolkit. Avoiding the re-keying of data creates an efficient, effective, automated single source of truth across your data model for complex multi-generational family office operations.
Take a look into the future with our Canvas technology.
LemonEdge Canvases are an innovative and intuitive way to put your data to work. Instantly take multiple copies of your live system to model the future. Use cases for Canvases include scenarios relating to changes to the family structure or relationships, or the impact of investment or disinvestment decisions on family members. LemonEdge Canvases can also be used as a secure environment for training, workflow management or data ingestion. Once changes or decisions or data are confirmed the results can be committed to the live system.
“LemonEdge is a true Next Generation Platform for Private Equity and Investment Banking. State-of-the-art”
Marco Santos, CEO - GFT USA Inc.
Streamline your family office
Here are just some of the ways our family office software can help you run an effective operation:
The ultimate General Ledger
Full event-based partnership accounting, supporting lot-level multi-currency, multi-ledger charts of accounts, including across multiple jurisdictions..
Manage the full family structure
Support for the full family office structure, including hierarchical relationships, with real time transactional processing and full look-through.
Professional reporting to the family
Automate family member, advisor, or regulatory reporting (including ILPA reports).
Seamless family member engagement
High performance, user-friendly, integrated portal available for family members or advisors.
Automate family member calculations
Unlimited flexibility for complex financial calculations related to family member’s tailored needs.
Multi-asset class in one place
Public, ‘Private Equity’ (real estate, infrastructure, credit), as well as personal (property, art, yachts, jewellery) all supported in one system.
Open, Closed, or Hybrid entities
Closed-ended, open-ended/hybrid structures and entities all in one system.
Audit everything including family relationships
All data/processes, including those brought in from offline Excel, fully audited then time-stamped.
Your system, your data, securely held
Options for locally deployed family office servers, or private cloud infrastructure, or ‘safes’ for multi-offices.
Our growing technology ecosystem
We're quickly building an ecosystem of related technology partnerships, enabling our clients to easily connect their existing data sources to LemonEdge.
Our consulting partners
See the future of family office operational management.
Just some of what we're excited to show you:
Collate data from any source with intuitive tools.
Eliminate multiple-entry bookkeeping.
Create complex structures in minutes.
Instant scenario analysis across your portfolio.
Search and report on any data point.
Build custom reports using our on-board engine.
Interrogate real-time data.
Integrate custom calculations and distributions.
Tell us about you and your firm and we'll come straight back to you to schedule a personalised demo.
"LemonEdge has proven market-leading capabilities that will enable the continuing evolution of our operations to become agile, efficient and able to add further value to our investors."
Guillaume de Malliard, COO and Partner at Astorg
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LemonEdge appointed by Astorg Group S.à r.l, Luxembourg, as their end-to-end fund accounting solution
LemonEdge appointed by Astorg Group S.à r.l, Luxembourg, as their end-to-end fund accounting solution
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Private Capital Boosts Productivity With Automation Of Complex Accounting Processes
LemonEdge Partners With GFT To Integrate Cloud-Native Private Capital Accounting Platform With Any Existing Infrastructure
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LemonEdge selected by Sycamore Partners as their Private Equity Technology Platform
The modern, API and low-code accounting platform will be powering the firm’s PE Fund structures alongside an Investor Portal
Frequently Asked Questions
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We have multiple options for ensuring data security including locally deploying database servers in-house at your site, or by using your existing Azure or AWS infrastructure.
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In addition to the usual standard data security capabilities, the LemonEdge data ‘safes’ concept guarantees the complete isolation of datasets across the clients of multi-family-office services providers.
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Yes, any asset class or any type of personal asset owned individually or collectively by family members can be administered as well as accounted for, then reported on, using the sophisticated, extendible LemonEdge customisation and reporting capabilities.
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LemonEdge can provide all likely accounting, administrative, family structuring, relationship management, reporting needs. If sophisticated attribution-level performance reporting analysis is also required it is likely a specialist system would be needed in addition.
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Yes, LemonEdge has family office clients, who, while not willing to be cited on our website because of their natural sensitivity to publicity, are nevertheless willing to be reference clients for prospective new clients.