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.

Increased 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

I want to educate and communicate with my stock plan participants.       Contact Us

“We cannot live without the participant portal and modelling exercises for our participants.”

-Senior Compensation Analyst, Valmont Industries

Certent Participant Portal Dashboard

 

 

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.

 

 

 

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I want to decrease information requests from participants by 90%.    See How