Global equity compliance management
Stay error-free and up to date
Keep your equity plans accurate and compliant globally. Automated error flags and crystal-clear visuals let you easily identify and resolve compliance risks. Transactions and documents are updated in real-time throughout the entire platform.
Never miss compliance deadlines
Access all of the data you need, fast, with search and filter functions. One-click equity compliance reports, custom views and exports, make meeting compliance deadlines a breeze. Global mobility reporting helps you stay on top of equity and tax as your workforce moves across borders.
Enhance internal control
Manage your equity compliance seamlessly across functions, without compromising on confidentiality. Segment permissions for team members, advisors, and auditors to collaborate securely. Keep track of exactly what’s changed, when, and who made the change on any given transaction and publish only the transactions you choose.
Stay compliant globally
Let’s schedule a demo to discuss how you can manage equity compliance at scale with Ledgy
Book a demoModern features for modern teams
Tax rules and estimates
Add the correct applicable tax rate yourself or via ShareReporter to estimate tax withholding according to exercises or releases and communicate them with employees.
Global mobility reporting
Keep track of location history, understand the equity employees have earned in different locations, and generate instant reports to download at the click of a button.
UK compliance reports
Report to authorities easily with one-click downloads for a compliant register of members, CS01 and SH01 reports for Companies House, and ERS returns to HMRC.
Custom role-based access control
Keep data private and secure with internal access management that lets you control who can access different pieces of equity data.
Enterprise level security
Lock down your data with enterprise-level security, SAML SSO and 2FA. ISO 27001 certified.
And much more
Why our customers love us
What else does Ledgy offer?
Ledgy makes equity compliance simple. Read more:
Fast and easy migration with Ledgy experts at hand
We’re committed to providing the best experience for your team, from beginning to end. With our onboarding and product experts there every step of the way, you can trust that your data migration will go smoothly - improving your data accuracy and allowing you to get the most out of Ledgy from the start.
Migration on Ledgy’s Enterprise plan takes weeks, not months, with four main stages:
Set up
After signing, our team sets up your account and goes through your onboarding plan with you.
Data & document extraction:
Our team works off of your current solutions to extract the data and documents needed.
Import
Our team imports your data and documents to Ledgy, cross-checking details with you along the way.
Data validation
Once the data migration is finalised, you get to go through and validate our team’s work to ensure data is correct and meets your expectations.