Certent Equity Management Pricing, Features, Reviews & Alternatives

Certent Equity Management

Equity Management & Reporting

4.44/5 (27 reviews)

Certent Equity Management overview

What is Certent Equity Management?

Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.

Equity Administration
Streamline the entire equity process from grant processing through to exercise and settlement.

Equity Financial Reporting
Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform.

Broker & HR Payroll Connectors
Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database.

Equity Compensation Services
Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs.

Cap Table Management
Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Pricing

Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Certent, Inc.

Certent Equity Management user reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.1
  4.3
  4.8
Brian C.

Great for Tracking Equity Compensation

Used monthly for 2+ years
Reviewed 2020-02-04
Review Source: Capterra

Overall, I like Certent. It is a simple tool to help me keep track of my stock options.

Pros
Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

Cons
While the tool is very good, I wish it provided more aggregate information and analysis. Its great to look at one line item/one grant, it would like to see more data about the set as a whole.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Christopher E.

Functional and Supported... but Expensive.

Used daily for 2+ years
Reviewed 2020-09-15
Review Source: Capterra

Pros
It does pretty much everything you could want an Equity Management platform to do. And the Support Team is always available and knowledgeable. There hasn't been an issue I couldn't get through with the support and product.

Cons
It is one of the most expensive in the industry. I have tried to justify the cost for a long time and wish they were more flexible on the pricing. It also has some less-than-intuitive menu schemes and data reports that feel would be an easy fix, but they aren't ever addressed.

Response from Certent


Hi Christopher,

Thank you for your feedback. We are glad to see that our support team has met your needs and would love to engage further on the topic of reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Brooks W.

This may be the worst software I have used. Ever.

Used monthly for 1-2 years
Reviewed 2020-03-06
Review Source: Capterra

Awful. Just Awful.

Pros
Through many bugs and a painful login and re-authentication process every single time I access the platform, I have been able to exercise my options through Certent.

Cons
They take something that is already difficult for many people to understand and make it worse by having a terrible UI, and login and authentication process

Response from Certent


Hi Brooks,

We appreciate your feedback and want to work with you to improve your experience. We will be in touch to discuss how we can simplify the UI and improve the authentication process.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 0/10

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Adam C.

Solid stable platform

Used daily for 2+ years
Reviewed 2020-09-24
Review Source: Capterra

Pros
This platform is sufficiently robust for our uses. The administration and SAS access are easy to use. The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

Cons
The software is missing some key features that will impact the future. There isn't any tax mobility calculation or support. That lags behind other platforms but I'm told it is in development. The integration with multiple brokers limits how fast they can develop new and important features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Sandra S.

Ease of Use

Used weekly for 2+ years
Reviewed 2020-09-15
Review Source: Capterra

Really good. I would absolutely recommend this software.

Pros
This software is so easy to use. I have used another system and the number of steps I had to take in the other software was substantially more than what the same action required in Certent. The reporting in Certent is easier. Literally, everything but dividends is easier in Certent.

Cons
The broker link with Merrill Lynch is not set up to accept Dividend / DEU accruals. Customer service is on West Coast, so hours can be a little tricky for East or Central time zone (but the help desk is good).

Response from Certent


Hi Sandra,

We appreciate your feedback. We are excited to hear Certent has been able to streamline your work processes and would love to have a more in-depth conversation with you about Certent's processing of dividends.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Certent Equity Management pricing

Pricing options
Subscription
View Pricing Plans

Contact Certent for detailed pricing information.

Certent Equity Management features

Data Import/Export
Reporting & Statistics
Search/Filter
Self Service Portal

API (629 other apps)
Activity Dashboard (589 other apps)
Alerts/Notifications (584 other apps)
Applicant Tracking (420 other apps)
Assessment Management (428 other apps)
Collaboration Tools (387 other apps)
Customizable Branding (387 other apps)
Employee Database (513 other apps)
Employee Management (498 other apps)
Employee Profiles (412 other apps)
Mobile Access (477 other apps)
Performance Management (439 other apps)
Recruitment Management (430 other apps)
Reporting/Analytics (874 other apps)
Third Party Integrations (499 other apps)
Training Management (415 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Certent Equity Management

Key features of Certent Equity Management

  • Analytics
  • Charge back management
  • Data management
  • Reminders
  • Self service portal
  • Regulatory compliance
  • Accounting and financial reporting tools
  • Data filtering, sorting & tagging
  • Black-Scholes valuations
  • Mobility tracking
  • Time- and date-stamped audit trails
  • 15 different equity award types
  • Automatically import withholding rates
  • Dedicated implementation manager
  • Project management
  • Proven proprietary implementation tools
  • Full accounting reconciliation
  • Data conversion
  • User activity tracking
  • Schedule alerts & notifications
  • Real-time data
  • Self service portal
View All Features

Benefits

Users are able to transmit information seamlessly between existing data sources, as well as choose their broker of choice and Payroll/HR provider.

Certent offers an expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant.

The self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement.

Users can ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements.

Certent helps organizations increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting.