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 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.
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.
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
Grant letters generated and sent for signature automatically, individually or in bulk, via DocuSign.
Manual document creation and one-by-one chasing for signature.
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.
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.