Share Plan Administration & Automation | Ledgy
State of Equity
2026 Report
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 at scale, giving your team valuable time back.
Streamline share plan administration workflows
Keep share plan data clean
Seamlessly connect with one of Ledgy’s 70+ HRIS integrations and keep share plan data up to date. Configure automated workflows for your share plans so they work faster, syncing exactly what you need. Status tags help you track important actions when onboarding new joiners and off-boarding leavers.
Reduce your share plan admin
Manage share plan compensation efficiently with innovative technology. Grant share awards one by one, or in bulk, creating, signing and sharing contracts in just a few clicks. You’ll never lose a document again with intelligent storage connected to the transaction.
Intuitive employee engagement
Share real-time updates with participants and intuitively manage end-to-end requests like exercising and signatures. Align incentives and communicate clearly with all the share plan information you need on one simple platform.
Automate your share plan administration now
Schedule a demo today and find out how you can streamline your share plan administration with Ledgy.
Modern features for modern teams
70+ HRIS integrations
Sync your HRIS to manage employee data seamlessly and accurately.
End-to-end exercising and releasing
One seamless workflow for exercising and releasing: all requests, signatures and approvals go back and forth between admins and employees on Ledgy.
Document and signature workflow automation
Create accurate documents for each transaction, send them for signature, and securely store them in your data room, either individually or in bulk.
Automated granting
Set up rules to determine which stakeholders automatically receive grants when HRIS syncs.
Offboarding automation
Handle leavers individually or in bulk. Grant terminations account for vesting conditions, exercising, and contracts. All in one intuitive workflow.
And much more
- DocuSign integration
- International share plans
- Custom role-based access control
- SAML SSO
Why our customers love us
Revolut x Ledgy
See video](/content/customer-stories/revolut/index.html)
Motorway x Ledgy
See video](/content/customer-stories/motorway/index.html)
Climework x Ledgy
See video](/content/customer-stories/climeworks/index.html)
WBS Solutions Ltd
"Ledgy's fully automated trading flow provides sellers with a modern and efficient experience. Its reliability simplifies our processes as brokers, while its flexibility allows us to adapt to each client's unique needs."
Tom Giles
Deputy Head of WBS Solutions Ltd Corporate and Trustee Markets
SMG
"Ledgy felt like a partner that could grow with us and make equity management much simpler for both employees and the business."
Thomas Hug
Director Rewards and People Operations at SMG
Syncona
"Ledgy has helped us customise the platform to cater to our scheme. It’s cost-effective, automated, and can grow with us."
Nikki Padden
Portfolio and Business Partner at Syncona
Frequently Asked Questions
What is share plan administration software?
Share plan administration software helps companies manage and automate their equity and share plans, replacing time-consuming manual tasks with streamlined workflows. Ledgy's Ai-powered platform handles everything from granting and document signing to offboarding and employee engagement in one place.
How does Ledgy help reduce share plan admin?
Ledgy automates workflows for granting, exercising, document creation, signatures, and offboarding, so your team spends less time on repetitive tasks. You can manage grants individually or in bulk, with contracts created, signed, and stored in just a few clicks.
What HRIS integrations does Ledgy support?
Ledgy connects with 70+ HRIS integrations, allowing you to sync employee data automatically and keep share plan records accurate and up to date. Automated workflows can be configured to trigger actions based on HRIS syncs, including automated granting for new joiners.
How does Ledgy handle employee offboarding?
Ledgy's offboarding automation lets you handle leavers individually or in bulk, accounting for vesting conditions, exercising, and contracts all within one intuitive workflow.
Can Ledgy support both public and private companies?
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.
How does Ledgy keep employees engaged with their share plans?
Ledgy shares real-time updates with participants and manages end-to-end requests like exercising and signatures through a single, intuitive platform, making equity easy to understand for everyone involved.
How long does it take to migrate to Ledgy?
Migration on Ledgy's Enterprise plan takes weeks, not months, and follows four stages: account setup, data and document extraction, import, and data validation, with Ledgy's onboarding experts guiding you throughout.
Does Ledgy support international share plans?
Yes, Ledgy supports international share plans, making it suitable for companies managing equity across multiple jurisdictions.