Certent Equity Management
Streamline Equity Administration, Ensure Compliance, & Minimize Risk
Certent EM is a powerful equity management platform designed for growing companies. It simplifies equity administration, portfolio management, and compliance via automation, a full-featured portal, and 400+ pre-built reports. Certent’s rapid deployment and support for 15+ award types boosts your team’s productivity while ensuring compliance with SEC, IFRS, and other standards.
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Struggling with Equity Management?
Data Errors & Compliance Issues
Equity plan administration can be derailed by messy data and tricky regulations. Inaccurate grants, missed deadlines, and calculation errors cause financial losses, reputational harm, and legal trouble. Data integrity and compliance are crucial for a smooth equity plan. Certent not only automates entries and updates for more accurate data, but also streamlines your documentation for headache-free compliance.
Manual Report Generation Frustrations
Manually crafting equity reports is a time-consuming nightmare. Sifting data from spreadsheets and PDFs is error-prone and eats up hours of your time. Every typo or formula mishap demands time and attention. As portfolios grow, inefficiency snowballs, hindering scalability. Certent is built to scale with you, automating repetitive tasks and providing pre-built report templates so you don’t have to start from scratch.
Complex Waterfall Calculations
Complex waterfall calculations in equity management are rife with layered formulas, profit-sharing splits, and performance hurdles. This turns into a tangled web of potential errors, causing frustration at every turn. Even worse, spending time unraveling these mistakes and layers delays payouts and hinders investment progress. Using a comprehensive equity administration platform like Certent EM eases this burden and allows you to focus time and energy on planning and other projects.
Benefits
Streamline Stock Options & Grants Administration
Modernize and centralize equity compensation processes, improve productivity, and tighten compliance across the entire organization — from stock options to grant administration. Empower users with real-time access to holdings, vesting, and taxes in our user-friendly participant/shareholder portal. Simplify communication with centralized grant details, option exercising, and performance tracking via our administrative console. With over 400 pre-built reports and support for more than 15 different award types, you can automate tedious manual processes and eliminate spreadsheets, all from our intuitive web-based platform.
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Tighten Compliance With Robust Reporting Tools
Gain instant, company-wide visibility into your plans with digestible and customizable reports and dashboards. This empowers you to refocus valuable resources on strategic initiatives instead of digging for data or updating cap tables. Our robust reporting tools are meticulously crafted to meet the most stringent regulatory requirements, including SEC, FASB, and IFRS. Effortlessly navigate the complexities of ASC 718 with streamlined compliance and reporting features. You can save countless hours by automatically generating a staggering 6,039 tax reporting statements and filings with built-in audit trails.
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Integrate Seamlessly With the Systems You Already Use
Simplify equity portfolio management and ensure compliance with a single, powerful platform. Pre-built connectors eliminate manual data entry and complex coding, seamlessly integrating with your chosen broker’s trading system for a smooth participant experience. Our broker-agnostic design allows you to switch brokers without platform changes, for a more flexible experience to fit your needs. Effortlessly synchronize critical tax and employee data with your HR payroll system, shrinking payroll cycles and minimizing errors from manual entry. This provides access to the most up-to-date employee information, reducing costs and ensuring compliance with tax regulations.
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Simplify all Aspects of Stock Administration & Reporting
Offload your day-to-day equity management to our team of certified professionals. Our experts are always available to answer your questions as they partner with you to deliver a tailored equity plan that fits your organization’s needs. We also work alongside your current broker and other broker partners to customize your services with flexible options to suit your business and employees. Reduce risk and ensure compliance with a transparent and documented stock plan procedure manual, stronger controls, and optimized processes.
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Comprehensive & Flexible Equity Management with Certent
Simplify the complexities of equity management with a unified platform designed for quick implementation, comprehensive portfolio administration, and thorough compliance. Certent Equity Management helps growing companies automate processes, reduce risk, and gain full control over their equity plans — all from a flexible, intuitive, and scalable interface.
Centralized Equity Portfolio Management & Analysis
Certent’s web-based platform features consolidated dashboards that provide real-time insights, portfolio risk assessment, and strategic planning assistance. It integrates with the systems you’re already using, syncing tax and employee demographic data with your payroll system and sharing information with your preferred broker platform. Access up-to-date performance data, leverage 15+ award types, and make more informed decisions using our 400+ pre-built reports. Certent helps you easily manage participant activity while keeping stakeholders informed with custom analytics and data visualizations to address every need.
Rapid & Flexible Equity Plan Implementation
Certent adapts to your organization’s needs and growth goals, offering multiple deployment models (self-managed, fully outsourced, or hybrid). You can start even quicker with pre-configured workflows and flexible integrations that streamline setup so you can hit the ground running. Whether your team prefers full control or offloading day-to-day management, Certent’s broker-agnostic platform means that you’re never tied down to a single provider. This offers the flexibility and scale needed for a growing company, without waiting for slow implementation timelines.
Multi-Jurisdictional Compliance & Tax Management
Streamline the complexities of global compliance with support for multi-jurisdictional tax reporting and regulatory requirements. Certent automates tax calculations and filings across ASC 718, IFRS 2, and other global standards, reducing the risk of errors. With built-in audit trails and detailed reporting, your team is always ready for audits and can shift focus from time-consuming manual tasks like data entry to strategic, high-value activities that drive business growth. Certent EM is an invaluable foundation for your equity management, empowering your company’s growth.
The insightsoftware Platform
Your data, connected. When and where you need it. From every major ERP, data warehouse, modern data stack, and cloud vendor, we connect to 200+ environments with pre-built content and logic for your business. Our platform is an Al-enabled integrated solution for the Office of the CFO built on an advanced data virtualization layer.
Certent EM & Equity Management/Administration FAQs
Equity management refers to administering, tracking, and reporting on a company’s equity compensation plans. This encompasses practices like managing stock options and employee stock purchase plans (more on these below), as well as informing investors and employees about the company’s growth and financial standing. Equity management also includes updating documentation like shareholder records, cap tables, and compliance with regulations like the SEC.
Equity portfolio management (sometimes also called “equity investment management”) specifically deals with overseeing and guiding the value of the equity awards and holdings themselves. For example, portfolio management monitors stock prices and other factors to evaluate the financial impact on the company and determines how to optimize the value of those assets.
Equity management platforms are tools that help equity managers and their companies streamline the processes mentioned above. This is done through automation functionality, pre-built templates for reporting, maintaining up-to-date cap tables, and more to make it easier to identify concerns, make adjustments, and ensure regulatory compliance.
Employee Stock Purchase Plans (ESPPs) are a benefit provided by companies that allow qualified workers to buy shares of the company’s stock at a discounted price compared to market value. ESPPs can promote employee engagement by giving them a direct stake in the company’s success.
Certent Equity Management sets itself apart from other platforms with its flexibility and ease of integration. Unlike some options, Certent allows you to integrate with your preferred broker (or switch to a new one) instead of being locked into a single choice. Beyond brokers, it also seamlessly integrates with payroll and HR systems to connect employee data directly to financial data. Certent enables you to hit the ground running with minimal setup and powerful tools like pre-built reports — ideal for companies looking to scale.
