20+years
In equity management
Brokers & partners
Equity management under your own brand
You own the client relationship; Certent is the platform behind your equity offering. With no brokerage arm and no accounts to capture, your clients stay yours.
Certent for brokers & partners
How brokers work with certent
Your entry point, live in under 60 days
Executive Services is the way in for firms without FIX, custody, or a trading platform. Certent runs the equity administration and the issuer technology; you keep the executive relationships. Go-live takes 30 to 60 days, and the upgrade path to full FIX connectivity is structured.
Orders directly routed for execution
Certent FIX connects the participant's equity plan directly to your capital markets desk over standard FIX protocol. Option sell-all and sell-to-cover, sell-to-cover at vest, and ESPP open market purchases all flow through without manual handoffs. Live in four to six months.
Delivered under your brand
White-label and branded access models cover the participant portal, the database, and reporting. If you already run a participant platform, a DBI connection feeds it instead: Certent transmits demographic, award, and transaction data in the format and frequency you specify.
Broker-neutral by design
Building your own equity platform means years of development with no guaranteed return. Using a competitor's means dependency, conflicts of interest, and long-term lock-in. Certent is the third path: a dedicated software vendor, never a competing broker. You keep full ownership of every client relationship.
Why brokers choose Certent
1,000+
Public company clients
30-60days
Typical time to go live
Resources for brokers who need equity plans
Learn more about what you can offer your corporate clients through Certent: white-label equity management, ESPP reporting, participant portal, and Section 16 filing.
Brochure
Simplify and automate your clients’ equity plan management
Certent empowers your firm to offer white-labeled, scalable equity plan services that strengthen client relationships and grow your business. Certent…
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Frequently asked questions
Does Certent compete with us for client relationships?
No. Certent is a software and plan administration provider with no brokerage arm and no participant accounts to capture. Your firm owns the client relationship and Certent provides the infrastructure underneath it.
How fast can we go live?
Executive Services goes live in 30 to 60 days. A standard FIX implementation takes four to six months.
Can we offer this under our own brand?
Yes. White-label and branded access models cover the participant portal, the database, and reporting. White-labeling is not available for Executive Services, though it can be explored as an upgrade path.