Software & administration. One contract. One team.
With our administration services, three named specialists run your plan daily: client service, operations specialist, and accounting specialist. Equity software and plan administration from one provider. Hands-on implementation, live in weeks.
Based on980+reviews
Service and partnership are keys to our success with insightsoftware. They provide the follow-through and continued communications we need along with a supportive team.
Plan support
Stock plan administration services to meet your needs
Live in 12 to 16 weeks
A project manager is assigned in under a week. Weeks one to four cover kickoff, plan discovery, and design sign-off. Weeks four to twelve are Certent-led data conversion with full validation. Weeks twelve to sixteen cover go-live readiness.
Three specialists, one named contact
Your CEP- or ECA-certified Client Service Manager owns the plan procedures and plans events before they arrive. An operations specialist handles award processing, feeds, and participant communications. An accounting specialist covers ASC 718, IFRS 2, and close readiness.
Specialist work, on demand
Accounting setup and reconciliation, corporate actions, IPO support, custom data services and audits, and training delivered by web or on site. Add-ons cover ASC 718 setup, Pay versus Performance support, Section 16 EDGAR filing, and payroll integration.
Why teams hand off admin
ASC 718 expense, IFRS 2, proxy tables, Section 16, Form 144, and 6039 reporting each carry their own deadline. 71% of companies outsource a portion of equity administration (NASPP/Deloitte 2025). A named Certent team owns the calendar, data management, continuous reporting, and the backup.
Stock plan administration by the numbers
3
Named specialists on your team
20+years
of equity management expertise
Outsourcing equity administration
Equity management is rarely anyone's only job. This webinar covers what teams hand off, what they keep, and where outsourcing lowers cost and risk.
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Frequently asked questions
How long does implementation take?
Twelve to sixteen weeks from kickoff to go-live on average, with a project manager assigned in under a week. Plan discovery, design, and data conversion are all included.
Who converts our data from the old system?
Certent does. The legacy conversion is Certent-led, with research and resolution where records need it, full data validation, and your sign-off before go-live. No client-populated templates.
Who do we talk to?
A named Client Service Manager who is CEP or ECA certified and knows your plan, supported by an operations specialist and an accounting specialist. Not just a call center.