Certent Features

Provides analytics tools that reveal important business metrics and track progress.

Compile and report on all investor activities

Contains tools to visalize data sets or workflows

Find important content or files using keywords, metadata, tags, etc.

Has a centralized dashboard for users to interact with

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides robust sharing options for communication with both internal and external stakeholders.

Contains cap table management capabilities

Provides 409a valuation centered features

Shares and stocks owned by individuals in a company that is not trading publicly in the stock market

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Planning, tracking and developing internal talent for future key position filling

Budgets, benchmarks and tracks all salary processes and associated costs

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Manage documents and their stage in the plan administration workflow.

Securely processes exercise requests, mangates tax withholdings, and syncs with brokerage firms

Manages how shares are awarded to employees and other stakeholders.

Defines cap tables to describe a company's ownership structure.

Provides workflows to automate tasks such as exercising requests.

Enhances security through data encryption, access controls, secure storage, audit trails, two-factor authentication, and regular security updates.

Complies with tax rules across various local and international jurisdictions.

Allows access to plan administration documents.

Includes learning materials to support employees with finacial literacy.

Integrates with human resources software and financial managemen solutions.

Automates various financial, compliance, and employee statements and reports.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Plan and strategize marketing campaigns

Capability to perform complex tasks without constant human input

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company

Create, design and manage workflows for repetitive tasks

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Develop potential scenarios to identify risks and opportunities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor application statuses, proposals and award funds

Track and manage adherence to policies for any service, product, process, or supplier

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Manage and handle various international currencies

Decision-making process using businesses past, present and forecasted future operations.

Plan, manage, and track the financial activities of an individual or organization

Receive data and information in real time

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Defines specific deal parameters to negotiate and secure deals

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

Assessment technique to estimate the current worth of an asset or company

Alter the layout and content of reports

Analyze and gain insights into data in real-time

Store and organize documents in a centralized system

Private online space that lets businesses securely share documents and provide information access to clients

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and document all activities across devices, networks, and other systems