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Simplify and Automate Your Clients’ Equity Plan Management

Simplify and Automate Your Clients’ Equity Plan Management

Certent Equity Management from insightsoftware is a cloud-based platform that automates equity plan administration, reporting, and SEC compliance for public companies. It integrates with HR, payroll, and trading systems, providing a participant portal, admin console, and over 400 pre-built reports. The solution simplifies complex SEC, FASB, and IFRS calculations, supports Section 16 compliance, and reduces errors linked to manual spreadsheets. Brokers and partners can white-label the system to maintain brand identity while offering clients secure, scalable, and user-friendly equity management with ESPP reporting, automated workflows, and expert support from certified equity professionals.

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