Certent Equity Management is a robust platform designed to streamline equity administration, portfolio management, and compliance for growing companies. It automates the complexities of equity plans, including stock options and grants, through a user-friendly portal and over 400 pre-built reports. The software addresses common challenges such as data errors, compliance issues, manual report generation, and complex waterfall calculations. By centralizing equity compensation processes, Certent EM enhances team productivity, ensures adherence to regulations like SEC, IFRS, and ASC 718, and provides real-time insights into holdings, vesting, and taxes. Its seamless integration capabilities with HR payroll systems and broker trading systems minimize manual data entry and reduce errors. The platform offers flexible deployment models, including self-managed, fully outsourced, or hybrid options, and supports over 15 award types. Certent EM also provides multi-jurisdictional tax reporting and automated filings with built-in audit trails, empowering companies to manage their equity plans efficiently and focus on strategic growth.

Features & Benefits

• Streamlined Equity Administration: Modernizes and centralizes equity compensation, managing stock options and grants with improved productivity and compliance.
• Robust Reporting & Compliance: Provides company-wide visibility with digestible reports and dashboards, meeting stringent regulatory requirements like SEC, FASB, and IFRS, and automating tax reporting statements.
• Seamless Integration: Connects with existing HR payroll systems and broker trading systems, eliminating manual data entry and complex coding for a smooth participant experience.
• Flexible Deployment & Support: Offers multiple deployment models (self-managed, fully outsourced, hybrid) and broker-agnostic design, adapting to organizational needs and growth goals.
• Centralized Portfolio Management: Features consolidated dashboards for real-time insights, portfolio risk assessment, and strategic planning, leveraging 15+ award types and 400+ pre-built reports.