Certent Equity Management Features
Platform Basics (1)
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Platform Data (3)
Visualization
Contains tools to visalize data sets or workflows
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Dashboard
Has a centralized dashboard for users to interact with
Platform Content (1)
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Platform Additional Functionality (3)
Cap Table
Contains cap table management capabilities
409a
Provides 409a valuation centered features
Equity Governance
Allows equity issuance and governance
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Platform - Compensation Planning (6)
Compensation Budgeting
Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.
Merit Cycle Planning
Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.
Pay Transparency
Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.
Automated Compliance
Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.
Reward Structuring
Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.
Compensation History
Accesses employee compensation history and talent records when evaluating compensation planning strategies.
Additional Features - Compensation Planning (3)
Reporting Capabilities
Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.
Workflow Automation
Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.
Integrations
Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.
Plan Management - Stock Plan Administration (5)
Document Management
Manage documents and their stage in the plan administration workflow.
Trading & Settlement
Securely processes exercise requests, mangates tax withholdings, and syncs with brokerage firms
Equity Compensation
Manages how shares are awarded to employees and other stakeholders.
Cap Table
Defines cap tables to describe a company's ownership structure.
Workflows
Provides workflows to automate tasks such as exercising requests.
Compliance - Stock Plan Administration (2)
Security
Enhances security through data encryption, access controls, secure storage, audit trails, two-factor authentication, and regular security updates.
Tax
Complies with tax rules across various local and international jurisdictions.
Employee Self-Service - Stock Plan Administration (2)
Documents
Allows access to plan administration documents.
Education
Includes learning materials to support employees with finacial literacy.
Analytics & Data Management - Stock Plan Administration (2)
Integration
Integrates with human resources software and financial managemen solutions.
Reporting
Automates various financial, compliance, and employee statements and reports.
Agentic AI - Regulatory Change Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Equity Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input




