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
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.
“LemonEdge has proven market-leading capabilities that, combined with our experienced team, will enable the continuing evolution of our operations to become agile, efficient and able to added further value to our investors”
COO and Partner at Astorg Group
Streamline your family office
Here are just some of the ways our family office software can help you run an efficient 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.
See the future of family office accounting
Book a demo to see how our software can streamline your operations.
Designed for modern
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.
Read more:
Fund Reporting
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.
Read more:
LemonEdge Algorithms.webp)
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.
Read more:
Data Integration
Executive Director, Private Equity
Our consulting partners
See the future of fund accounting
Just some of what we’re excited to show you:
Tell us about you and your firm, and we’ll come straight back to you to schedule a personalised demo.
A proven alternative to legacy systems
"LemonEdge have designed a product geared to handle the complex structures of private equity managers and which we believe will enhance Sycamore Partners’ ability to meet the increasing information requirements of our partners.
John Woodworth, CFO at Sycamore Partners
Model the future with LemonEdge Canvas Technology
LemonEdge allows you to take multiple copies of your entire live system instantly using our innovative, intuitive, Canvas technology. Model the future, plan scenarios and much more. Use LemonEdge Canvases to model the impact of: FX changes, investments, disinvestments, or accounting treatments. Canvases can also be used as a secure environment for training, workflow management and data ingestion before committing to at scale changes.
ROYC and LemonEdge sign strategic partnership
Frequently asked questions
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.
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.
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
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.
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.
Still have questions?
Book a demo to have them answered.