Future-Proof Your Equity Plan

White Paper

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In the early stages of designing and deploying an equity plan resources are often tight and the process is typically manual. This can lead to challenging times as the company grows and participant numbers increase. But even with limited resources, there are strategic ways to prepare your equity plan for the future. Download this paper to learn five things that will help you build an efficient, compliant, and successful equity award program including:

  • Anticipating the audit
  • Mastering the rules of the SEC
  • Swapping spreadsheets for software
  • Preparing to communicate and educate
  • Getting the right broker in place

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Four Steps to Elevate Your Stock Plan Communications

Learn ways to better reach your participants where they stand.

Equity Hotline

Submit your equity question for a  complimentary support call with one of our equity pros.

Other Resources


Together, we’re in it to win it.

"My favorite feature of the platform is the reports. Being able to pull up a report when requested by HR or finance and handing it off and knowing it's accurate. The biggest benefit with the platform is accuracy, time management and the support."

- Lorna G.

Black Hills Corporation

"We cannot live without Participant Portal. The Participant Portal has helped our employees so much, they can run the reports that they need. It's so user friendly, we can't go back. We have seen a huge reduction in time using Certent, it has helped us be more effective and efficient with our time."

- Jamie H.
Valmont Industries

"The accuracy of the Grant Administration and the financial reporting aspect gives us access to information we didnt have with other solutions. The system has freed me up to be more strategic."

- Terry T.


About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

Get in touch     |     www.certent.com