Offerings
Equity management software built for the whole journey
Certent is one platform for the full equity lifecycle. See what it covers for private companies, public companies, and the brokers who serve them, then talk to our team.
Choose the offering built for your business
For private companies
For private companies scaling toward IPO
- Cap table management
- Scenario & waterfall modeling
- Grant administration
- Document management & e-signing
- Participant & shareholder portal
- ASC 718 expense reporting
- 15+ award types, incl. PIUs
- 83(b) & LLC support
- Board-ready cap table reports
- Private-to-public, no migration
- Payroll & HRIS integration
- 409A valuation partners
For public companies
For public companies managing equity at scale
- Grant administration
- ASC 718 & Black-Scholes
- Tax journal entries & DTA
- Section 16 filing to the SEC
- 50+ SEC & proxy reports
- ESPP administration
- Participant portal
- Certified broker connectors
- Payroll & HRIS connector
- Sandbox environment
- IFRS 2 for global filers
For brokers
For brokers offering equity under their brand
- White-label participant portal
- Branded reporting & database
- Executive Services entry tier
- Certent FIX connectivity
- Broker-neutral, no lock-in
- No conflict of interest
- DBI data connection
- Demographic API onboarding
- You keep the client
Add to any offering:
Managed services — full outsourcing to our CEP-certified team
Professional services — certified specialists alongside your team
Premier implementation — Certent-led, beyond the standard build
Custom training — delivered by web or on site
Corporate actions support — M&A, splits, spin-offs, tender offers
Frequently Asked Questions
Do you publish pricing?
Pricing depends on your plan and company profile. Get started and a specialist scopes it with you.
Can we move from the private to the public offering later?
Yes. It’s the same platform, so going public isn’t a migration or a second implementation.
Who runs implementation?
Certent leads it, including data conversion from your old system. Premier implementation is available for more hands-on support.
Can brokers offer Certent under their own brand?
Yes. White-label and branded access cover the participant portal, database, and reporting.
Do we have to use a particular broker?
No. Certent is broker-agnostic and isn’t a broker itself.
Not sure which offering fits?
Tell us where your business is today, and we’ll map Certent to it.
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