Equity & Patronage Management for Member-Owned Cooperatives

Manage member equity, patronage, allocations, retirements, and stock records in a single system designed specifically for cooperatives. Levridge Equity & Patronage helps improve accuracy, simplify administration, and provide greater visibility into member ownership and financial activity.

  • Effortless Equity Tracking
  • Streamlined Patronage Calculations
  • Seamless Reports and Dashboards
  • Member Management
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grain silos
Cooperative facility
Cooperative team

Streamline Operations. Strengthen Member Relationships.

Agriculture

Agriculture

  • Biofuels
  • Fruit & Produce
  • Grain
  • Livestock & Dairy
Consumer

Consumer

  • Grocery
  • Insurance
  • Retail
  • Telecommunications
electric station

Energy

  • Electric
  • Gas & Propane
  • Hydro
  • Renewable

Equity & Member Management. Purpose-Built for Cooperatives.

Equity

  • Real-time visibility into member equity positions
  • Automated equity calculations and adjustments
  • Complete audit trail for all equity transactions

Revolvements

  • Flexible revolvement schedules and rules; member specific revolvement tracking
  • Automated calculations of revolvement amounts
  • Multi-year revolvement planning

Patronage Management

  • Manage and track patronage refunds across each fiscal year
  • Establish member-specific patronage categories and rates
  • Manage member splits, qualified and unqualified dividends

Member Management

  • Centralize member data and history
  • Manage member lien holders
  • Secure data storage for member privacy

Reports & Dashboards

  • Real-time dashboards and insights
  • On-demand share certificate summaries
  • Facilitate 1099-PATR tax information

Streamlined Setup

  • Quick implementation and onboarding
  • Dedicated implementation specialists
  • Data migration support

What Our Clients Say

The move to the cloud has been phenomenal. The holistic view of data enables us to have meaningful discussions about our business 12 to 18 months out, this is transformative for us.

B
B. Oertel Miller Milling

From an infrastructure standpoint, we had to get off of Great Plains. The transition to Levridge and Microsoft Dynamics 365 SCM was a great step forward.

M
M. Papp Miller Milling

As we transitioned from a 35-year-old custom platform, it was critical for us to move to a modern technology stack that strengthened our controls and increased our confidence in the results.

L
L. Newton UniPro Food Service

We now have a product hosted in the cloud, always refreshed, and will be supported for decades.

J
J. Wieser MDFC

Related Resources

Equity and Patronage

Modernizing Cooperative Member Equity

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Simplify Cooperative Year-End Reporting & 1099 Preparation

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Navigating Tax Compliance: 6 Ways Levridge Equity and Patronage Streamlines Tax Form Management for Agricultural Executives
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Videos

Cooperative Member Management

Manage Cooperative Shares, Stock Certificates, and Transfers

Cooperative Equity Management
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Get Started

Ready to transform your cooperative management? Let's talk about how Levridge can help.

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