Equity & Patronage Management for Member-Owned Cooperatives
Cloud-based and secure, Levridge Equity & Patronage streamlines cooperative management and delivers real-time insights for better decisions.
- Effortless Equity Tracking
- Streamlined Patronage Calculations
- Seamless Reporting and Analytics
Streamline Operations. Strengthen Member Relationships.
Agriculture
- Biofuels
- Fruit & Produce
- Grain
- Livestock & Dairy
Consumer
- Grocery
- Insurance
- Retail
- Telecommunications
Energy
- Electric
- Gas & Propane
- Hydro
- Renewable
Purpose-Built for Cooperatives
Equity Tracking
- 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
Internal Member Management
- Centralize member data and history
- Manage member lien holders
- Secure data storage for member privacy
Reporting & Analytics
- 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
