Ledgy

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Import your stakeholders and invite them to join Ledgy

You can create stakeholders in various ways depending on the number of stakeholders you wish to import and your location within the app.

Ledgy integrates with several major HR Information Systems (HRIS) to easily import and adjust your stakeholder data with a couple of clicks.

You can easily edit details of one or multiple stakeholders at any time.

You can preview your stakeholder's dashboard to check what your stakeholders will see.

You can learn what stakeholders can see when you share a cap table and how to anonymize stakeholders in your shared cap table.

Ledgy integrates with several major HR Information Systems (HRIS) to easily import and adjust your stakeholder data.

Stakeholders can be added to pre-defined or custom groups.

Share information with people belonging to groups and custom fields.

Structure your stakeholders with custom fields

Stakeholders can only be deleted if they don't have any transactions, documents, reports, beneficiaries, or signatures associated.

In order for your stakeholders to have access to their portfolio, you'll need to invite them to Portfolio Access.

A stakeholder, like a collaborator, can have different levels of information shared with them.

Offboarding employees as leavers, good or bad, is a necessity for every type of business and industry.