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Trading and settlement

Enable global trading and settlement from one modern platform

Ledgy automates every step of the trading and settlement process. 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.

Automate participant trading with
seamless integrations

Trade efficiently

Ledgy connects nominee, broker, and paying agent, all in one place to streamline global 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 modern platform lets participants and admins 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 that keep all parties informed.

Automate your trading and settlement now

Let’s 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

“We have over 450 employees today and every one of them gets to own a piece of the company. It was important to us to do this in an efficient way and that we can visualise for people what it means to be an equity owner. Ledgy allows us to do that in an automated way and also avoiding mistakes that you would have if you did that manually.”
Andreas Aepli
CFO
“Thanks to Ledgy, I can spend more time on more complex topics or projects where I can bring real value, instead of spending time on manual, monotonous work.”
Maya Seite Masri
Corporate and M&A Legal manager
“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
“Ledgy has knocked days – not hours, days – off the process of creating a new share option award. That really adds up when you think about what we've already achieved and how much further we still have to go. Compared to what we had before, it's night and day.”
John Fraser
Finance Director

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