Public companies
Audit-ready equity management for public companies
Plan administration, accounting, tax, and 50+ SEC & proxy reports in one system, with one audit trail behind all of it. Run it yourself or hand it to our team.

Based on980+reviews
Keep doing what you’re doing. Customer support was great through this last proxy season. Overall, I’m incredibly satisfied with the service.

One platform for public company equity
How public companies use Certent
Disclosure numbers you can trace
Prebuilt reports cover 10-K and 10-Q disclosure, proxy tables, and the detail auditors ask for. Every figure traces from ASC 718 fair value through to the filed disclosure. Dashboards give equity and finance the same view at the same time.

Expense and tax, calculated once
Certent computes expense and Black-Scholes valuations against market prices and daily risk-free rates, with unlimited experience groups. It produces journal entries for every settlement type, computes APIC windfalls and shortfalls, and tracks mobility.

Insider filings, filed on time
Forms 3, 4, and 5 are filed directly with the SEC from the same system that holds the transaction. Insider activity is tracked, and alerts flag events that need attention before a deadline. Moves between departments and jurisdictions are recorded as they happen.

Participants self-serve, start to finish
Participants model exercises, set tax elections on vesting awards, and accept grants online with an electronic signature. Statements are available on demand, and notifications keep employees ahead of vesting dates. The portal links to your broker in a closed loop.

Broker choice, no lock-in
Certent connects to most leading brokers, and you can work with one or several. As a software and plan administration provider rather than a broker, a brokerage change does not affect your subscription or your team.

Built for public company equity teams
20+years
Purpose-built for public equity
50+
Prebuilt SEC & proxy reports
3
Standards: SEC, FASB, IFRS 2
EDGAR next compliance, step by step
Simplify EDGAR Next compliance with updated SEC filing processes. Enhanced security features and streamlined account management make for seamless filings.
Frequently asked questions
Do I have to change my broker?
No. Certent connects with most leading brokers and works with one or several. Certent is a software and plan administration provider rather than a broker, so a brokerage change does not affect your platform subscription or your team.
Can Certent file Section 16 forms directly with the SEC?
Yes. Forms 3, 4, and 5 are filed from the same system that holds the underlying transaction, with insider activity tracking and alerts ahead of each deadline.
Can you run equity administration for us instead?
Yes. Equity administration services cover outsourced equity accounting, tax automation, financial reporting, and participant communications, under the same contract as the software.


