Ledgy vs Shareworks
Ledgy
ledgy.comShareworks
morganstanley.comSide by side
| Figure | Ledgy | Shareworks |
|---|---|---|
| Price from | €250/mo | — |
| Free plan | Yes | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | — |
| Plans published | 6 | 1 |
| Spec score · Equity Compensation Management Software | 8.7 (#3) | 7.2 (#18) |
| Spec score · Cap Table Management Software | 8.6 (#4) | 7.2 (#21) |
| Headquarters | Zurich, Switzerland | Morgan Stanley lists its worldwide headquarters at 1585 Broadway, New York, NY 10036. |
| Integrations | The product supports more than 70 HRIS integrations, including BambooHR, Personio, HiBob, Humaans, Lucca, CharlieHR, Workday and Deel. | Morgan Stanley says Shareworks has integrations with KPMG, Deloitte/GAIN, Ernst & Young, Wilson Sonsini, and Workday. |
| Support | Ledgy lists self-serve support for Launch, implementation and email support for Scale, and fully assisted onboarding with dedicated customer success support for Enterprise. | Plan administrators are directed to contact their Relationship Manager for support. |
Plans
Ledgy
- LaunchFree
- Essentials€3,000 a year
- Advanced€5,000 a year
- Scale€5,000 a year
- Enterprise€18,000 a year
- PublicPriced on request
In their own words
Ledgy
Ledgy manages equity and executive compensation for companies from incorporation through post-IPO, serving finance, legal, and people teams at private and public companies. Its tools cover cap tables, share plans, grants, employee communications, compliance, financial reporting, trading and settlement, and executive compensation. The platform automates country-specific compliance and global mobility reports, custom vesting, and IFRS 2 expensing. More than 70 HRIS integrations support synchronized data and grant workflows; automation also covers bulk document creation and signing, exercising, and offboarding. Employees can view grants, vesting schedules, and award updates, and exercise or trade shares. Ledgy states it is ISO 27001:2022 certified and lists controls including TLS 1.3 encryption, SAML SSO with SCIM provisioning, role-based access, and GDPR compliance. Its GraphQL API uses OAuth 2.0 service accounts and is limited to 20 requests every 5 seconds per company. The free Launch plan covers up to 50 stakeholders. Essentials starts at €3k/year, Scale and Advanced at €5k/year, and Enterprise at €18k/year; Public has custom pricing.
Shareworks
Shareworks is an equity compensation management platform for private and public companies, available on Android, iOS, and the web. Administrators can set up custom global plans and use a sandbox to model budgets and compare forecasts. Reporting supports audit-ready outputs, including 409A valuations and Section 16 filings; private companies can also track capitalization data. The platform shares HRIS data in real time through an API, and Morgan Stanley has announced integrations with Pave, Wilson Sonsini, and Workday. The mobile app lets account holders review portfolios and transaction history, sell or transfer shares, and exercise options. A Shareworks account is required to use it. The iOS app says it supports Face ID or Touch ID, encrypts communications, and does not store financial data on the device. The platform supports restricted stock units, stock options, employee stock purchase plans, custom vesting rules, employee portals, and valuations. Pricing is on request. Services are provided by Morgan Stanley Smith Barney LLC and its affiliates.