• Problem

    As a stock plan administrator, you are the main resource for the numerous departments involved in equity compensation, as well as the participants of the plan. Equity compensation is a grey world for employees, and a key element to a successful equity plan is participant education and engagement.

  • Solution

    The Certent Participant Portal educates your employees about their awards, serves as a communication instrument between you and your participants, and also simplifies the exercise and settlement workflow.

Real Results

Since implementing the Certent Participant Portal, the legal and equity services manager at a global importer of decorative home furnishings and gifts has eliminated 20-30 information requests per month from participants. Participants are now able to access real-time information on their own through their online portal.

Prior to implementing Certent’s Participant Portal, the employees at a publicly-traded bank were allowing their options to expire due to a lack of communication and education. Using Certent has empowered employees with the ability to access information online and receive notification emails alerting them to important events.

Stock plan administrators see a drastic reduction in the number of information requests after launching the Certent Participant Portal – they report up to a 90% reduction in the number of calls received from employees needing their histories pulled.

Certent Advantages

Dashboard-OverviewIncreased Efficiency

  • End-to-end participant support for the exercise and settlement processes
  • Automated participant email notifications for trigger events
  • Online communication of grant delivery and acceptance

Participant Empowerment

  • Ability to make tax payment elections on restricted awards vesting
  • Modeling of exercise scenarios to assist in decision-making
  • Direct access to grant portfolio and transaction statements

Some of our 1,800+ Successful Customers