Ledgr replaces the spreadsheets, manual workflows, and siloed carrier portals that drain your analysts. Premium finance modeling, compliance documentation, and client reporting — handled for you.
Every boutique advisory firm serving UHNW families faces the same operational ceiling. The tools don't match the complexity of the work.
Analysts rebuild the same multi-carrier spreadsheet case by case. IRR projections, loan structures, and sensitivity tables assembled by hand every time.
Collateral requirements, loan renewal dates, and LTV ratios live in Excel. One missed cell formula away from a compliance exposure.
Performance Summary Reports take hours per client. Pulling actuals from carrier portals, comparing to projections, formatting to firm standards — every year, every client.
Client data in Airtable. Documents in Egnyte. Policy data in carrier portals. Notes in email. Nothing talks to anything. Your institutional knowledge walks out the door.
Every review cycle means hunting for documentation, cross-referencing suitability records, and hoping nothing was missed. Audit preparation is a week-long project.
General-purpose CRMs and document managers weren't designed for the premium finance workflow. They hold data — they don't understand your business.
Six integrated modules built specifically for premium finance advisory operations. No bolt-ons, no workarounds.
IUL & Whole Life scenario builder with multi-carrier comparison, loan structure projections, and IRR analysis. Enter client parameters; get institutional-quality output in minutes, not days.
Automated annual client reviews comparing actual vs. projected performance. Professional PDF output with your firm's branding, delivered on schedule — no analyst hours required.
Centralized contacts, policies, loans, carriers, BGAs, and lenders — all linked and searchable. Your entire book of business in one platform, with full relationship history.
Egnyte integration for automated filing, document linking, and review workflows. Policy documents, compliance records, and client files — organized, versioned, and always accessible.
Full audit trail, role-based access control, and SSO via Microsoft Entra ID. Suitability reviews and regulatory documentation generated automatically. Audit prep in hours, not weeks.
Your firm's logo, colors, and fonts on every report and client-facing output. Deliver institutional-quality materials that look like they came from your team — because they did.
Ledgr is designed from the ground up for firms where data security, auditability, and data isolation aren't optional.
AES-256 encryption at rest and in transit. Client data and financial models stored with institutional-level security standards.
Enterprise-Grade Data Isolation. Your firm's data is strictly separated from every other firm — enforced at the database layer. Never co-mingled, never accessible cross-firm.
Every action logged, timestamped, and attributed. Regulatory reviews, compliance examinations, and internal audits covered automatically.
Enterprise single sign-on with role-based access control. Granular permissions per user, per module, per client. No shared passwords.
No year-long implementation. No IT department required.
Import from Airtable, map your Egnyte folder structure, and connect carrier data feeds. Ledgr normalizes everything into a single schema.
Clients, policies, loans, carriers, and documents — all linked automatically. Your institutional knowledge becomes a queryable, auditable system of record.
Premium finance models in minutes. PSR reports generated on schedule. Compliance documentation assembled automatically at each review cycle.
Ledgr runs the back office. Your advisors stop building spreadsheets and start spending time where it matters — in front of the families you serve.
Start free. Scale when you're ready. Enterprise pricing available for established advisory firms with advanced compliance and security needs.
Get oriented. Import your data, explore the platform, and build your first model — no commitment.
For growing advisory firms ready to systematize. Full platform access, automated reporting, and white-label output.
For established firms with complex needs. SSO, advanced compliance controls, custom integrations, and dedicated onboarding.
Ledgr gives boutique advisory firms the same analytical firepower as Goldman, Morgan Stanley, and BlackRock — without the headcount, the overhead, or the wait.