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!
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."
Products
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.
Solutions
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
Use Cases
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.
Secure Shareholder Communication Tools
Secure Shareholder Communication Tools
Improved Scalability for Seamless Growth
Improved Scalability for Seamless Growth
Simplify & Automate ESPP Administration
Simplify & Automate ESPP Administration
Real-Time Cap Table and Payout Analysis
Real-Time Cap Table and Payout Analysis
Streamlined & User-Friendly Client Onboarding
Streamlined & User-Friendly Client Onboarding
See for yourself why 500K+ users are using insightsoftware to draw instant data insights, react swiftly to market changes, and outpace their competition
Based on980+reviews
Certent Equity Management keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly
Based on980+reviews
"Certent Equity Management is easy to use, it is easy to administer data, and the support team is very courteous and responsive. The help section…
Roles & Industry
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.
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