Certent Equity Management by insightsoftware simplifies and streamlines all the crucial aspects of stock administration and reporting. With a participant portal, full administration console, cap table and pre-built reports, you can streamline equity comp processes, improve productivity, and tighten compliance.

Key Benefits:

1. Administration: The Certent platform enables you to administer multiple award types, from cash-settled grants to performance grants and profit interest units. Administrators have access to a complete audit trail of transactions and can easily cancel, replace or make modifications to grants. Certent also tracks when a grantee moves to another department, country, or regulatory jurisdiction. And you can get alerts and notifications regarding activity that requires your intervention, such as exercise approvals.
2. Complete Accounting Features: Certent automatically computes detailed expense calculations and generates Black-Scholes valuations using a seamless integration with market prices and daily risk-free rates. You can use unlimited experience groups to calculate expected life and forfeiture rates. Certent automatically computes single-life or multiple-life valuations, using peer group volatility data when needed, and provides audit reports showing the fair value details.
3. Going from Private to Public: If your company makes the transition into public ownership, Certent is with you every step of the way. There is no need to change platforms or go through another implementation. Certent supports all public company reporting requirements including disclosure reporting for the 10-K and 10-Q, corporate tax reporting, proxy tables and Forms 3, 4, and 5, to meet regulatory requirements quickly and accurately. When you’re ready to go public, Certent also connects to any broker you choose for a complete end-to-end settlement process.
4. The Shareholder Portal: Certent simplifies the sometimes-confusing equity-compensation process for plan participants by automating the entire exercise and settlement workflow. Integrated online grant delivery and acceptance complies with electronic delivery and signature requirements. Shareholders can make tax payment elections on restricted awards vesting, model exercises, and access their grant portfolio and transaction statements. The Shareholder Portal will also notify your employees about upcoming actions for time-sensitive events. And you’re not locked in — Certent connects to your preferred broker, providing a complete closed-loop transaction process.
5. Connection with Sage Intacct:
   Direct connection to multiple data sources, so you can refresh at any time to always have the latest data to hand 

Learn more about Equity Management

Requirements:

Integrating with this application requires you to use your customer company SenderID and buy a web services developer license from Sage. Your API usage will count towards your API performance tier. Sage may prevent customers from integrating with this application under the partner’s SenderID.

Price:

Integration Approved Countries:
United States