Automate your share plan administration and save time
Ledgy replaces time-consuming administrative tasks with innovative share plan automation. Smart integrations and automated workflows help you run best-in-class share plans across your organisation, giving your team valuable time back.
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Built for administrators
Built for share plan administrators
As a share plan administrator, you're managing grants, contracts, deadlines, and compliance across multiple jurisdictions. Ledgy helps you handle the day-to-day work in one place. Grant share awards individually or in bulk, create and send contracts for signature in a few clicks, and keep every document connected to its transaction so nothing gets lost. Built on modern technology, Ledgy gives administrators the share plan management tools to run public plans with confidence, not spreadsheets.
Compliance built in
Support for every major stock exchange
Whether you list on the NYSE, Nasdaq, the London Stock Exchange, Euronext, or the SIX Swiss Exchange, Ledgy's share plan administration software adapts to your jurisdiction's regulatory and reporting requirements. Automated UK ERS filings, S431 elections and IFRS 2 expensing come built in as standard, backed by SOC1, SOC2 and ISO certification. Full compliance and reporting accuracy, wherever you list.
London stock exchange
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Ledgy is listed on the London Stock Exchange Group's Issuer Marketplace. It's recognition of Ledgy as a trusted share plan administration partner, from private company through to public listing.
Swiss stock exchange
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Ledgy is listed on SIX's Provider Hub for Corporate Services, where the Swiss Stock Exchange connects listed companies with trusted providers for equity, compensation and IPO needs.
Employee experience
A clearer equity experience for employees
Give participants a single home for their equity, with real-time grant details, vesting schedules, and current share value in a portal that feels like your own. Employees can access it whenever they need to, request exercises, choose how to settle at release, and sign documents themselves, with automated notifications keeping everyone informed along the way.
Ledgy compared with legacy providers
Modern features for modern teams
Document and signature workflow automation
Create accurate documents for each transaction, send them for signature, and store them securely in your data room, individually or in bulk.
Dividends and reinvestment
Run dividend equivalents for grant holders and reinvestment elections for shareholders, with payouts calculated and tracked automatically.
Role-based access control
Build custom roles for finance, legal and equity teams, with granular control over exactly what each can see, edit, and manage.
Anonymised report access
Give collaborators view or manage access to financial, operational, or compliance reports while keeping selected stakeholder identities hidden.
Trading and payments
Route trades through an integrated broker or manage them yourself, with payouts to participants in 170+ countries and 60+ currencies via Airwallex.
Why our customers love us
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One platform for your share plans, your EBT and your nominee holdings
Many of the leading EBT and nominee administrators already run their own operations on Ledgy. When you join Ledgy, you can view your EBT and nominee data in the same account as your share plan administration - no separate logins, no reconciling numbers across systems.
Built on infrastructure your administrators already trust
If your EBT or nominee administrator uses Ledgy internally, that connection carries straight through to you. Your trust holdings, nominee positions and share plan data sit side by side, kept in sync automatically. Fewer handoffs between parties, fewer spreadsheets to cross-check, and a single source of truth your finance, legal and people teams can all rely on.
See EBT holdings, nominee positions and share plan administration together, without switching systems.
Export trust and nominee data alongside your share plan records for audits, valuations and compliance reviews.
Trust and nominee movements update your cap table in real time, with a full audit trail.
Administrators, trustees and internal teams each see exactly what they need, and nothing more.
Many top EBT and nominee administrators run Ledgy as their own internal tool, so data moves cleanly between you and them.
Frequently asked questions
What is share plan administration software?
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Share plan administration software manages employee share plans including granting, vesting, exercising, releasing and reporting, all in one system. It replaces the spreadsheets and manual reconciliation that most share plan teams still rely on. Instead of tracking participant data across HR, payroll, and finance, you can manage it in one place. A plan with 2,000 participants across eight jurisdictions creates thousands of small, time-critical actions every year. Ledgy automates many of these tasks and keeps an audit-ready record of each one.
Can Ledgy support both public and private companies?
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Yes, Ledgy offers tailored features for both public and private companies, including share plan administration, trading and settlement, equity compliance, financial reporting, and cap table management.
What types of share plans does Ledgy support?
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Ledgy supports EMI options, CSOP, SIP, SAYE, ESOP (ISO and NSO), VSOP, RSUs, Growth Shares, and phantom equity plans. The platform is built for multi-jurisdiction use, covering UK (HMRC-approved schemes), US (IRS-compliant), and European frameworks including German VSOP structures. Multiple plan types can be administered simultaneously within a single company account.
How does Ledgy handle employee offboarding?
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Ledgy's offboarding automation lets you handle leavers individually or in bulk, accounting for vesting conditions, exercising, and contracts in one workflow.
What does migrating to Ledgy look like?
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A dedicated implementation specialist guides you through the whole process. They collect and transfer your data, import your equity history, and validate every transaction with you before launch. Your team is then trained, your workflows and SSO configured, and your employees invited to their equity portal.
Does Ledgy integrate with payroll and HR systems?
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Yes. Ledgy integrates with 70+ HRIS and payroll systems, including Workday, Personio, BambooHR, Rippling, HiBob, Deel, and SAP SuccessFactors. Integrations enable automatic synchronisation of employee records, so new joiners are added to share plans and leavers are processed without manual intervention.
How does Ledgy handle HMRC reporting for UK share plans?
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Ledgy automates the HMRC annual return process for EMI, CSOP, SIP, and SAYE schemes. The platform generates the required ERS (Employment Related Securities) event files and annual return data in the format required by HMRC's online service. Grant notifications, exercise records, and leaver events are captured in real time, so the annual return process is focused on review rather than collecting data manually.
What can employees see and do in their Ledgy portal?
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Employees get a clear view of what their equity is worth and what to do next. They can see visual breakdowns of their grants, vesting schedules, exercise details, and shared documents, alongside the current share price. Pending actions – exercises, sales, and signatures – sit in one place. Automated notifications cover key events such as cliff vesting, exercise windows, and trading windows.