Cerity Partners Announces Partnership with insightsoftware to Scale Workplace Solutions Offerings for Executives

Cerity Partners today announced its partnership with insightsoftware, a global provider of solutions for the Office of the Chief Financial Officer. Through this partnership, equity participants of insightsoftware’s Certent Equity Management will have access to financial guidance and advice regarding their equity and broader financial picture through Cerity Partners. This solution will be delivered alongside Certent’s platform, which simplifies equity management, reporting, and compliance.

Cerity Partners is a Registered Investment Adviser (RIA) that serves executives at public and private companies, including private-market executives. This partnership is intended to help address executives’ liquidity-planning needs, and Cerity Partners may also provide tax planning and wealth management services as appropriate.

“Our mission is to help grow the wealth of clients across any liquidity stage,” said Michael Barry, Partner and Chief Growth Officer at Cerity Partners. “This partnership with insightsoftware allows us to do that on a much larger scale and expands our ecosystem of private market and workplace offerings.”

Cerity Partners’ Workplace Solutions offering is anchored on five pillars: maximizing executive compensation and benefits, financial planning, estate planning, tax planning and preparation, and risk mitigation and insurance. Through Certent Equity Management, executives gain a clearer picture of their equity position, and Cerity Partners translates that into personalized planning across each of these key areas.

“Certent has a long-standing reputation as a trusted platform for equity management. By integrating Certent into Cerity Partners’ ecosystem, executives gain enhanced clarity and control over their equity positions, empowering Cerity Partners to translate that insight into highly personalized financial planning across every stage of liquidity,” said Don Gillotti, General Manager, Certent Equity Management at insightsoftware.

About insightsoftware
Insightsoftware is a global provider of comprehensive solutions for the Office of the Chief Financial Officer. With solutions across financial planning and analysis (FP&A), accounting, and operations, insightsoftware transforms how teams operate, empowering leaders to make timely and informed decisions. With data at its core, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.