Certent

Certent (now a massive, highly strategic pillar of the insightsoftware financial portfolio) is a highly complex, incredibly powerful enterprise equity platform that sits at the absolute pinnacle of financial compliance. While platforms like Carta focus on the founders, Certent is built entirely for the Chief Financial Officer (CFO), the corporate controller, and the legal team of massive, publicly traded corporations and highly complex private enterprises. The absolute core differentiator of Certent is its unparalleled, staggering depth in "Financial Reporting and SEC Compliance." Managing equity at a Fortune 500 company involves highly complex accounting rules. Certent flawlessly automates ASC 718 / IFRS 2 stock-based compensation expense accounting, handles highly complex Deferred Tax Assets (DTA), and generates the exact, legally required data tables that must be inserted directly into a public company's 10-K and 10-Q SEC filings. Furthermore, Certent offers an incredibly robust "Broker-Agnostic" architecture. While Shareworks locks you into Morgan Stanley, Certent allows a massive corporation to manage their equity plan on Certent, while routing the actual stock trades to E*TRADE, Charles Schwab, or Fidelity, providing the corporation with massive flexibility. For the CFO of a massive public or pre-IPO company demanding absolute, uncompromising financial and SEC rigor, Certent is elite infrastructure.