Simplify and automate your clients’ equity plan management

Managing equity plans for public companies demands precision, compliance expertise, and reliable technology. Your clients expect you to deliver all three. Certent is a cloud-based equity management platform purpose-built for brokers and partners, integrating directly with HR, payroll, and trading systems to eliminate manual effort and reduce compliance risk.

With 20+ years of equity expertise and a team of Certified Equity Professionals (CEPs) behind every deployment, Certent empowers your firm to offer white-labeled, scalable equity plan services that strengthen client relationships and grow your business.

What you'll discover inside

End-to-end compliance coverage: Certent handles SEC, FASB, and IFRS calculations, Section 16 compliance, and supports Forms 3, 4, and 5 filing, so your clients meet every regulatory deadline with confidence.

A white-label solution built for brokers and partners: Maintain your brand identity with a fully white-labeled platform that includes a participant portal, an administrative console, and over 400 pre-built reports that give clients a seamless, self-service equity experience under your name.

Proven results from real clients: See how Atlantic Capital Bank eliminated spreadsheet-driven compliance risk, streamlined grant acceptance through a participant portal, and gained the flexibility to handle complex equity awards, reducing administrative burden and audit exposure.

Ready to expand your equity plan services? Download the guide and contact us to request a personalized demo.