Ledgy is an equity management software which helps you manage your cap table, employee participation plans, funding rounds, investor relations, and more. Create custom, automate your document signing and workflows to fully streamline your equity-related actions.
Ledgy is an equity management software which helps you manage your cap table, employee participation plans, funding rounds, investor relations, and...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds, finances, pension plans, & credit risks. The notification system enables organizations to send & receive data updates from clients, custodians or brokers.
VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage assets, mutual funds,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

€3,00/month

  • Free
  • Subscription

Starting from

US$27 500,00/year

  • Free
  • Subscription

Overall rating

4,9 /5
(15)
Ease of Use
4,8/5
Features & Functionality
4,6/5
Customer Service
5/5
Value for Money
4,8/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 60

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Automated Execution
  • Automated Scheduling
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Cap Table Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Cost Analysis
  • Credit Risk Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Derivative Valuation
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Employee Reward Programs
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Incentive Management
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Options Management
  • Order Management
  • Organizational Charting
  • Participant Portal
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Private Equity
  • Profit/Loss Statement
  • Progress Reports
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Search/Filter
  • Status Tracking
  • Stress Tests
  • Summary Reports
  • Template Management
  • Third Party Integrations
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • Visual Analytics

Total features 85

  • AIMR Compliance
  • Account Reconciliation
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Automated Execution
  • Automated Scheduling
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • Cap Table Management
  • Client Management
  • Client Portal
  • Commission Management
  • Commodity Futures
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Cost Analysis
  • Credit Risk Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Deal Management
  • Debt Management
  • Derivative Valuation
  • Digital Signature
  • Document Automation
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Signature
  • Employee Reward Programs
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Investors & Traders
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Incentive Management
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Manager Profiling
  • Market Risk Management
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Options Management
  • Order Management
  • Organizational Charting
  • Participant Portal
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Private Equity
  • Profit/Loss Statement
  • Progress Reports
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Role-Based Permissions
  • Scenario Planning
  • Search/Filter
  • Status Tracking
  • Stress Tests
  • Summary Reports
  • Template Management
  • Third Party Integrations
  • Trade Tracking
  • Valuation Management
  • Vesting Management
  • Visual Analytics
  • BambooHR
  • Personio
  • QuickBooks Online Advanced
  • BambooHR
  • Personio
  • QuickBooks Online Advanced