Case Study: Financial Intelligence, LLC achieves efficiency and scalable, audit-ready equity management with insightsoftware's Certent Equity Management

Certent Equity Management Delivers Efficiency and Room for Growth at Financial Intelligence, LLC

Financial Intelligence, LLC, a small firm with a lean team, needed a scalable equity management platform to automate compliance tasks, simplify cap table management, and provide responsive support. They selected insightsoftware’s Certent Equity Management to meet those requirements.

insightsoftware’s Certent Equity Management delivered a participant self-service portal, streamlined data entry and activity tracking, and standardized calculations and reporting—significantly improving audit readiness and allowing the firm to record large historical datasets and manage complex award types. The solution has reduced participant inquiries, saved administrative time, and given Financial Intelligence flexibility in brokerage choices and room to grow.

Financial Intelligence, LLC

Rochelle Tolon

CEP, Senior Stock Administrator