Expand your equity capabilities with Modules & Connectors
Add the capabilities your stock plan needs. Certent offers optional modules and broker neutral connectors that integrate with most major brokerage firms.
Modules & Connectors
Try Certent’s additional equity offers
Model scenarios in a safe test environment
Sandbox gives you a secure replica of your production database for testing, training, and modeling. Preview a stock split, run what if scenarios, check the impact of a new grant, troubleshoot anomalies, and let new administrators learn without touching live data.
Run your ESPP from enrollment to reporting
Administer your ESPP however it is designed, with compliance built in and expense reporting under ASC 718. Choose your grant dates, price definitions, and purchase periods, provision participant logins automatically, and deliver reports to payroll, finance, brokers, and your transfer agent.
See your capital structure and model outcomes
Manage, analyze, and report on your equity capital structure with confidence. Evaluate term sheets, model how a financing event affects current and prospective shareholders and use distribution waterfall graphics to show the payout for every class of security at any exit amount.
Sync payroll & broker data automatically
The HR Payroll Connector keeps YTD tax, compensation, and demographic data in sync with your payroll or HRIS system, then reports transaction tax back.
The Broker Connector integrates with most major brokerage firms through a direct connection or a FIX link, in some cases live in two weeks.
Resources
Explore Certent Modules & Connectors
See what each module delivers, how the HR Payroll Connector syncs with your payroll system, and how the Broker Connector links you to your brokerage firm.
Brochure
Certent Extras
Sandbox provides a replica of your production database that you can use for testing, training, troubleshooting, and modeling scenarios anytime…
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Brochure
HR Payroll Connector for ESPP
You need a way to share data between systems efficiently and seamlessly. The solution needs to be smart enough to…
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Blog
Reduce ESPP Reporting Friction with Equity Management Software
Equity compensation management is complex and time-consuming. With equity management software, it’s possible to remove friction from ESPP reporting processes.
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Frequently asked questions
Which modules can I add to Certent Equity Management?
Sandbox, ESPP Management, Cap Table Analytics, Document Management and Section 16, and Tax Rates. Each one is optional, so you add only what your stock plan requires.
What do the connectors do?
The HR Payroll Connector synchronizes participant tax, compensation, and demographic data with your payroll or HRIS system on a schedule.
The Broker Connector links Certent Equity Management to most major brokerage firms so participants can transact and you keep administration and reporting in one place.
How does the HR Payroll Connector transfer files?
Files move over SFTP or an SSL secured web uploader with PGP encryption supported. Accepted formats include comma separated values (.csv), text (.txt), tab delimited, and pipe delimited.
What is the difference between a direct connection and a FIX connection?
With a direct connection, participants use the broker's participant website for stock transactions and award inquiries while you keep control of administration and reporting in Certent. With a FIX connection, participants exercise vested options through an exercise wizard in the Participant Portal, creating a direct to market link for faster access to proceeds and real time exercise modeling.
What happens if we change brokers?
You can change broker without disrupting your equity administration and accounting processes. Certent broker connector works directly with your broker of choice to handle the integration work, and in some cases the new connection is live under two weeks.