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Trading and settlement

Global employee trading and settlement in one modern platform

Ledgy’s automation simplifies employee trading and settlement. Seamless integrations, real-time status tracking, and global payments let you streamline every transaction, end-to-end. A frictionless experience and a single source of truth for participants and administrators.

Streamline employee trading and settlement

Efficient participant trading

Ledgy connects nominee, broker, and paying agent, all in one place to streamline global employee trading. An intuitive interface allows participants to exercise options or release RSUs, submit market orders and choose between ‘sell to cover’, ‘sell all’, ‘hold all’, or other options.

Pay participants globally

Enable global employee payouts thanks to a direct integration with international paying agent, Airwallex. Employees can receive payments in 170 countries, and over 60 currencies, at competitive FX rates.

Track all transactions from one central hub

One trading and settlement platform that enables participants and admins to keep track of past and current market orders from the moment they’re submitted, to the moment the money lands in their account. Quick, automated transactions, with real-time status updates.

Automate your trading and settlement now

Schedule a demo to discuss how you can streamline trading and settlement with Ledgy

Book a demo

Modern features for modern teams

Exercising, settlement and releasing

Keep track of international awards and select the exercising or release method including ‘sell to cover’, ‘sell all’, ‘hold all’ and more.

Zedra nominee shareholding

Hold employee shares in a Zedra nominee account and let Ledgy do the legwork when it is time to sell.

Winterflood integration

Sell shares on the stock market with our direct broker integration and keep track of it all on Ledgy.

Airwallex integration

Enable global employee payouts directly to the selected bank account, choosing the right currency, at competitive FX rates.

ShareReporter integration

Understand the correct applicable tax rules for different jurisdictions and employees to estimate withholding taxes.

And much more

Document management and data room
Employee dashboard
Role-based access control
Enterprise-level security

Why our customers love us

See video
Climeworks expands and automates their equity with Ledgy
"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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“Ledgy’s fully automated trading flow provides sellers with a modern, intuitive, and efficient experience. Its reliability streamlines our processes as brokers, while its flexibility allows us to adapt to each client’s unique needs, ensuring a smooth and stress-free trading experience. It’s revolutionary to see this level of automation delivering real value to users and we're honoured to play a part in this journey.”
Tom Giles
Deputy Head of Winterflood Corporate & Trustee Markets
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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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“Ledgy feels like an upgrade of the entire experience for the teams responsible for managing equity and hopefully for our employees as well.”
Bianca Stewart
Head of Legal at Motorway
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“As a private or public company, you need to limit the risks related to manual errors. Having a tool like Ledgy in place does exactly that. Ledgy helps to ensure that reporting deadlines are met, with very limited risk.”
Volker Adam
Senior Director of Finance at EGYM
View full case study

What else does Ledgy offer?

Equity Plan Automation

Streamline equity workflows and save your team valuable time.
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Valuations

Get accurate and audit-ready valuations from market-leading experts

Compliance

Stay error-free, get IPO-ready and go global with confidence.

Cap Table Management

Turn your cap table into a strategic asset – accurate and intuitive, every time.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

How will you use Ledgy?

Equity Plan Automation

Put your equity on auto pilot and spend time where it counts.

Valuations

Get accurate and audit-ready valuations from market-leading experts.

Financial Reporting

Meet your deadlines with instantly generated financial reports you can trust.

Compliance

Stay error-free, get IPO-ready and prepare to go global. All while enjoying less admin and fewer errors.

Cap Table Management

Redefine your cap table with engaging visuals, next level accuracy and the ability to scale.

Find more great employee engagement content on Ledgy’s blog:

All
Scenario modelling: Explore the possibilities for your organisation’s equity
Employee engagement
12th November 2024
All
What is save as you earn (SAYE)? Employee 101
Employee engagement
28th June 2024
All
Why Are You Hearing So Much About Burn Rate and Runway Right Now?
Employee engagement
Updated 13th February 2024

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:

Benefits abstract pictogram of ledgy product

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.

Let us show you more

Let’s schedule a demo to discuss your needs and show you how Ledgy solves them