Deferred compensation software

NEW

Deferred compensation, built for modern companies

Automate plan setup, election management, fund allocations, and reporting in one unified system for equity and deferred compensation

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Trusted by the worlds best teams

Replace bespoke, manual Deferred Compensation administration with a modern workflow

One platform for Equity and Deferred Compensation

Consolidate equity and deferred compensation administration in a single system. Manage plan rules, fund lineups, participant elections, and documentation without juggling multiple tools. Run preference and switch windows seamlessly, maintain complete audit trails, and eliminate manual spreadsheets. Whether you're managing Deferred Compensation in-house or partnering with service providers, Ledgy provides the solution.

Give executives real self-service visibility and control

Ledgy provides a self-service participant portal with real-time holdings, current and historical prices, switching workflows, and transaction history. Participants can make informed elections and track value over time, while admins keep control through window rules and validation.

Replace manual administration with automated workflows

Automate fund allocations, participant calculations, and broker instruction generation, eliminating error-prone Excel formulas and manual reconciliation. Ledgy handles complex rounding rules, tracks balances and transactions in real-time, and maintains complete audit trails across all plans, funds, and participants. Spend less time on operational grunt work and more time on strategic plan management.

Modern features for modern teams

Plan set-up

Configure plans with, contribution settings, fund line-ups, complex vesting and document templates.

Fund management

Manage funds with pricing data and supporting documents such as fact sheets.

Preference and switch windows

Open, manage, and validate election windows with structured workflows.

Automated unit allocations

Calculate per-participant allocations with correct rounding and decimal precision.

Participant self-service portal

Let participants view holdings, prices, and value, and submit elections and switches.

Why our customers love us

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"Ledgy felt like a partner that could grow with us and make equity management much simpler for both employees and the business."

Thomas Hug

SMG

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"We were tasked with merging the plans from two different companies and different histories together on Ledgy, migrating 3000 stakeholders and ensuring accuracy and continuity for both companies. This migration process was super smooth and it was done in 45 days."

Rafael Rosell Taboada

Dott

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“With Ledgy, we now found an employee-friendly and multi-departmental tool that accurately manages all aspects of our equity.”

Ann-Sophie Manzeschke

Reward Manager at Personio

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"We gave our complete history and cap table to Ledgy and they took it and shaped it into the platform within a couple of days. The implementation was done in under 3 weeks from the first call to being ready to launch."

Jason Mann

COO at Gearset

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"We basically had 4 different things we were looking at at the same time to manage our equity. Ledgy closed that all together in one space.”

Abbie Johnson

People Experience Manager at Yulife

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“Being able to automatically create documents in bulk has been a game changer for us in terms of time-saving and accuracy. I’m confident that nothing will go wrong.”

Bianca Stewart

Head of Legal at Motorway

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Frequently Asked Questions

What is deferred compensation?

Who is deferred compensation typically for?

What do participants actually do during a plan year?

What makes deferred compensation hard to administer?

How does Ledgy help admins manage deferred compensation?

Coming soon

One unified platform for all non-cash compensation

Ledgy is the world's first platform to integrate equity and deferred compensation in one place. Sign up to the waitlist for exclusive preview access and be the first to know when we launch.

All-in-one

Be among the first to experience the future of compensation management

We're building something unprecedented: the world's first platform to unite equity compensation and deferred compensation in one system. Ledgy's Deferred Compensation solution brings together three critical pillars: Deferred Compensation Plans, Carried Interest, and Pensions & Savings, replacing fragmented spreadsheets and legacy systems with a modern, integrated platform.

Enable your executives to defer cash compensation into diversified investment funds; track carried interest allocations, pool structures, and fund performance; administer pension and savings schemes.

One platform. One source of truth. No more duct tape.

Deferred
Compensation

Executives defer earnings into funds, paid out later.

Carried Interest

Fund managers track and manage performance-based carry allocations across funds.

“Your share plans are in Ledgy. Your carry allocations are in Excel. Your deferred comp is in someone's inbox and your savings are held in a separate account. This is the problem we're solving this year.”

Armon Bättig, CEO at Ledgy

Pensions & Savings

Employees and employers contribute monthly into pension or savings schemes, tracked in Ledgy.

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