Your Equity Plan, Expertly Managed

Equity plan administration is complex, high-stakes work, and most teams are managing it with limited bandwidth and no backup when things get busy or personnel changes. This brochure explores how Certent Managed Services from insightsoftware gives you a dedicated team of certified equity professionals to run your plan with the expertise and continuity your organization needs. What you will learn:

• How outsourced equity administration reduces key-person risk and keeps your plan on track through organizational changes.

• What a dedicated Managed Services team looks like and how each role supports your program day to day.

• Which compliance requirements, including ASC 718, Section 16, and IFRS 2, our team handles on your behalf.

• Why broker neutrality and single-platform continuity from startup through public company maturity set insightsoftware apart.

• How to get started and what the onboarding process looks like from kickoff to go-live.