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Trading and settlement

Enable participant trading and settlement on one modern platform

Ledgy lets you execute share settlements efficiently. Automated transactions and seamless integrations let you streamline every step of the settlement process. A frictionless experience for participants and administrators.

Automate participant transactions
with seamless integrations

Streamline transactions

Ledgy lets stakeholders seamlessly exercise shares or options, or release RSUs, with simple workflows that connect admins and participants. Participants can choose to ‘sell to cover’, ‘sell all’, ‘hold all’, or other options. Keep all parties informed with status updates for current and past transactions.

Trade efficiently

Hold employee shares in a nominee account and leverage Ledgy’s direct broker integration to execute trades. Reduce overhead and risk linked to trading with seamless integrations from beginning to end,  and track it all in Ledgy as your single source of truth.

Built for international teams

Enable global employee payouts thanks to a direct integration with a global paying agent. Employees get proceeds transferred to their bank account, in their currency of choice, at competitive FX rates.

Automate your transactions 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.

Nominee shareholding

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

Direct broker integration

Enable stock market sales with direct broker integration and keep track of it all on Ledgy.

Global paying agent integration

Transfer 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
“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.


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


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.


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

Financial Reporting

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


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:

What is save as you earn (SAYE)? Employee 101
Employee engagement
28th June 2024
Why Are You Hearing So Much About Burn Rate and Runway Right Now?
Employee engagement
Updated 13th February 2024
How to create an employee benefits package your people love
Employee engagement
30th November 2023

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.


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