"Certent keeps the cap table accurate and allows me to provide accurate ownership information to the management team and shareholders quickly."
Certent Equity Management
Why companies choose our equity management solution over others
Say goodbye to stock plan headaches! See how Certent automates tasks, simplifies workflows, and equips you with data to make smart, strategic decisions.

Discover the advantages of Certent
Automate tedious manual work
Simplify equity plan administration with a centralized hub for grant details, option exercising, and performance tracking. Automate tasks and eliminate manual work with a simplified web based platform featuring over 400 prebuilt reports and support for more than 15 award types.

Tighten compliance reporting
Gain unified company insights and simplify ASC 718 compliance with comprehensive equity management solutions. Built for regulatory compliance across SEC, FASB, and IFRS, Certent helps you navigate complex accounting standards while streamlining internal processes.

Integrate critical systems
Avoid manual data entry and complex coding with prebuilt connectors that integrate with any broker system, so you can switch brokers without platform adjustments. Synchronize tax and employee data with your HR payroll system to shorten payroll cycles.

"Certent is easy to use, it is easy to administer data, and the support team is very courteous and responsive."
"I have nothing but good things to say about insightsoftware administrative services. It’s a good product and top-notch service."
Comprehensive equity planning with an all-in-one solution
Automation & pre-built connectors
Certent scales as your company grows, automating tasks and simplifying processes. Integrate seamlessly with your existing broker systems – no need to switch platforms. Effortlessly manage grants to attract and retain top talent.
Unmatched control
Streamline high-frequency, recurring, multi-author reports to enhance disclosure efficiency, accuracy, and consistency. Collect enterprise data from different sources and dynamically integrate numbers with narrative analysis in a controlled, auditable, Microsoft Office environment.
Direct connectivity
Certent Disclosure Management seamlessly connects to your source data, eliminating manual gathering and ensuring error-free reports. Dynamic text keeps your narrative in lockstep with your data, automatically updating as changes occur and creating a consistently cohesive story for your reports.
The Certent difference
Two decades of purpose-built equity innovation across private companies, public issuers, and global brokers. No broker lock in, no forced migration, and no replatforming when it matters most.
Broker flexibility
20+ years of proven expertise
Full to self service model
Private to public partner
IPO support
Accounting setup
Automated financial reporting
Integrated financial data