Certent: equity management with advanced analytic tools

Solutions to every stock plan challenge 

Administering equity plans means managing complex, interconnected processes, from employee enrollment and broker integrations to SEC filings and cap table modeling, and fragmented tools only multiply the risk. Certent eliminates that fragmentation by unifying every major capability of equity plan administration into a single, compliance-ready platform.

Whether you're running an ESPP, modeling a financing event, or filing forms directly with the SEC, Certent gives equity teams the control, accuracy, and confidence they need, at every stage of a company's growth, from startup to Fortune 500.

Trusted for more than 20 years, Certent serves companies of any size, public or private, with no broker lock-in and audit-ready reporting that makes equity management straightforward for your entire team.

Inside this asset:

• Sandbox & cap table analytics: Test scenarios, preview grant events, and model financing events — including distribution waterfall analysis — in a secure replica of your production environment, so your team makes confident decisions without putting live data at risk.

• Section 16 compliance & ESPP management: File SEC Forms 3, 4, and 5 electronically without leaving the platform, automate trading restrictions and exercise approvals for reporting insiders, and administer employee stock purchase plans end-to-end — with compliance built in from enrollment through reporting.

• Broker connector & peer group volatility: Enable seamless exercise and settlement through certified broker connections — including FIX integration for direct-to-market execution — while automating weighted-average volatility calculations across a peer group of up to 12 companies to support accurate Black-Scholes fair value determinations.
  
  Ready to simplify your equity program? Request a brochure at insightsoftware.com/certent.