Equity Management
Streamlined Equity Management Software: Balancing Ownership and Growth
Navigate the complexities of equity management with ease. Align the goals of your workforce to company objectives with our comprehensive solutions. Your success story starts here!
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insightsoftware Is Proud to Work With UBS
“Today’s equity management solutions demand more than administrative control – they require intelligent, intuitive technology that delivers transparency and ensures regulatory compliance. We are proud to work with UBS,” said Monica Boydston, General Manager, EPM & Controllership at insightsoftware. “We have made significant investments in Certent Equity Management from insightsoftware. UBS’ decision to leverage this technology reflects our shared vision for the future – where detailed reporting, flexibility, and scale are critical to delivering an exceptional experience for clients and employees. Together, we’re delivering the capabilities and confidence organizations need to lead in a rapidly evolving equity compensation landscape.”
Your Complete Solution for Equity Administration & Reporting
Equity Management
Certent Equity Management offers a simplified web platform for public and private companies with calculations and reporting for SEC, FASB, and IFRS.
Effortless Equity Management: Accuracy, Efficiency, Growth
Our robust equity management solutions help you manage equity administration, improving accuracy, reducing costs, and increasing efficiency. Whether you’re a private or public company, enjoy automated accounting, streamlined administration, cap table management, and secure shareholder engagement.
We Connect to 200+ Data Sources
A Single, Comprehensive Management Platform for All Your Equity Compensation Needs
Experience the power of our all-in-one management solution for equity compensation. Manage, administer, account for, and report seamlessly.
Increase transparency and engagement with shareholders. Our shareholder portal offers a secure place for shareholders to access information and manage their holdings while also facilitating communication between you and your shareholders, fostering trust and engagement.
As equity management software built for your needs, insightsoftware scales with you. Automate equity tasks and grow seamlessly with insightsoftware. Easy broker integration, no platform switch needed. Attract & retain talent with effortless grants.
Automate your ESPP administration for precise record-keeping. Manage eligibility, process purchases, and design flexible plans that meet your needs. Empower participants with web self-service to boost engagement and streamline tasks.
Experience dynamic business insights with our advanced cap table management software. Generate precise cap tables for a comprehensive view of stakeholder equity. Create detailed waterfalls to identify security payouts at any exit amount, facilitating term sheet modeling and capitalization outcome analysis.
Our equity management platform integrates with brokers’ platforms to provide seamless and secure data exchange, enabling brokers to offer their clients a comprehensive and user-friendly solution for managing their equity plans and participants.
See for yourself why 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Why Leading Organizations Trust Our Equity Management Platform
Equity management is a cornerstone in diverse industries, optimizing ownership structures and catalyzing business growth across roles. See for yourself below how our equity management solution helps CFOs and finance teams across a wide variety of different industries:
For Equity Analysts: Real-Time Data for Smarter Investments
An Equity Analyst plays a vital role in financial planning. They assess company stocks and market trends, providing valuable insights into investment decisions. Their analysis is key to strategic equity management, driving business growth and profitability.
For Compensation Managers: Streamlined Equity Workflows
A Compensation Manager plays a pivotal role in an organization. They design and oversee the company’s compensation program, including wages, bonuses, and equity compensation. Their work ensures that the compensation structure is competitive, equitable, and aligned with the company’s strategic goals.
For Stock Administrators: Compliance-Ready Equity Tracking
A Stock Administrator is essential in managing equity compensation plans. They handle daily operations, ensuring compliance and accuracy. Their role is crucial in maintaining the integrity of the company’s stock plans, contributing to overall business success.
For CFOs: Financial Strategy & Ownership Transparency
A Chief Financial Officer (CFO) is instrumental in a company’s financial success. They oversee all financial operations, including equity management and compensation. Their strategic financial planning and implementation drive business growth and profitability.
Technology
In the tech sector, equity management and compensation are pivotal. Equity compensation serves as a magnet for top-tier talent and a retention tool. Equity rewards, like stock options, are a prevalent incentive, harmonizing employee ambitions with the trajectory of the company’s success.
Finance
Equity management fuels the finance industry, driving trading volumes and attracting capital. It fosters growth, bolsters liquidity, and ensures stability. By providing services such as equity trading and portfolio management, it amplifies profitability.
Brokers
Equity management solutions aid brokers by streamlining operations, reducing errors, and enhancing client service. They provide real-time data, automate complex calculations, and ensure regulatory compliance, thus increasing efficiency and profitability.
Public Companies
Public companies, who are required to disclose detailed financial statements quarterly, use equity management solutions to streamline equity compensation, provide audit-ready reporting, and manage complex global plans.
Private Companies
Equity management solutions enhance equity administration, ensure compliance, offer stakeholder transparency, and aid in talent retention by effectively managing equity compensation plans for private companies.
Webinars & Resources on Equity Management Best Practices
Take a look at our upcoming and on-demand webinars packed with handy tips, best practices, and insights for equity management. Brought to you by insightsoftware’s team of product and solutions experts.
Certent Best Practices: Agile Document Management for Equity Plans
Best Practices for Modern ESPP Success
Scaling Your Growing Equity Plan: Tracking and Reporting
Frequently Asked Questions About Equity Management
Equity management involves handling company shares or ownership stakes. It includes processes like granting stock options, vesting schedules, and managing employee stock ownership plans (ESOPs). Effective equity management also ensures compliance with financial regulations, supports transparent stakeholder reporting, and plays a key role in talent retention through strategic compensation planning.
Employees should stay informed about their equity grants, understand vesting schedules, and consider tax implications. Diversifying investments beyond company stock is also essential.
Modern equity management software automates essential processes such as stock plan administration, cap table maintenance, ESPP tracking, and regulatory reporting. This saves time and reduces manual workloads for finance, HR, and legal teams, all while ensuring data accuracy and real-time visibility.
Equity compensation is essential for attracting and retaining talent. As startups scale, equity management becomes more complex, involving multiple rounds of funding, investor reporting, and varied share classes. When done efficiently, equity management ensures accurate record-keeping, compliance, and smooth processes during company growth.
Granting share options: Distributing new equity grants to team members. This includes specifying details like grant owner’s name, number of share options, grant date, strike price, vesting schedule, and expiration date.
Cap table management: Handling complex scenarios involving different share classes and preferences. Managing the cap table ensures accurate ownership representation during liquidity events (e.g., sales or public listings).
Beyond those, other essential equity management processes include payout modeling, shareholder communications, and audit-ready financial reporting—all of which contribute to transparency and operational efficiency.