Certent Equity Management Pricing, Features, Reviews & Comparison of Alternatives

Certent Equity Management

Equity compensation management & reporting

4.56/5 (9 reviews)

Certent Equity Management overview

Certent’s Equity Compensation Management solution helps organizations streamline and simplify the crucial aspects and complexities of administering and accounting for an equity plan. The platform includes an employee self-service portal for viewing and accepting grants, and enables users to track, manage, and report equity compensation with visibility into real-time equity compensation data.

Certent enables users to produce detailed expense calculations and Black-Scholes valuations using imported market prices and daily risk-free rates. The platform helps streamline employee mobility tracking with time- and date-stamped audit trails and automatically imports withholding rates for each tax jurisdiction on a monthly, quarterly, or annual basis. Users can efficiently manage 15 different equity award types including performance awards, restricted stock, stock options, cash-settled awards, and more.

The Certent platform includes a dedicated implementation manager, project management technology, proprietary implementation tools, and the resources to perform full accounting reconciliation and data conversion, if necessary. The solution allows users to have the flexibility to choose their own broker, and enables organizations to transition from private to public company reporting without changing systems.

Certent is SSAE16 certified with financial reporting that meets all SEC and proxy requirements, and maintains regulatory compliance including FAS123R/ASC718. The platform allows integration with various other third party systems.
www.certent.com

Pricing

Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Certent Equity Management screenshot: Get news, announcements and alerts via the Certent dashboard2017-05-10 10.30 Certent Equity Compensation Management for Public CompaniesCertent Equity Management screenshot: View a list of participants and customize columnsCertent Equity Management screenshot: View and edit each participant's personal information, and view their activity historyCertent Equity Management screenshot: Select and choose from a variety of pre-built notifications to send to participantsCertent Equity Management screenshot: Setup grant package codes via the online grant communication centerCertent Equity Management screenshot: Select participants and enter award details Certent Equity Management screenshot: Verify the data to make last minute changes to awards before finalizationCertent Equity Management screenshot: View, filter and sort all reports under the reporting tabCertent Equity Management screenshot: Preview a sample of any report in the system

Certent Equity Management reviews

Excellent
5

Very good
4

Average
0
Poor
0
Terrible
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Value for money
Features
Ease of use
Customer support
  4.0
  4.0
  4.3
  4.7
Vicki Velez

Strong little product for Stock Options

Used monthly for 2+ years
Reviewed 2018-08-16
Review Source: Capterra

We use Armanino as our service provider and they answer tough questions quickly so overall we are very satisfied with the software. System is pricey but from what I know is in the range of other products.1. Great product for stock options 2. Help menu is very good

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Rachel Manners

Review of Equity Management

Used weekly for 2+ years
Reviewed 2017-01-24
Review Source: Capterra

We've had a pretty good experience so far with Equity Management from Certent. The reports are very easy to run and information is easy to find, however every once in a while will have an issue running the reports with not getting any data returned. There also isn't a great way to export to Excel for some of the reports I run and when you copy and paste the data the formatting isn't pretty.Easy to run reports

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Anjali Padhy

Certent for equity

Reviewed 2016-10-06
Review Source: Capterra

I recently just started using Certent in the last few months. I think Certent offers a valuable service, I mean without it I would have no idea what to do with all the information that comes from our cap tables. I'm just starting to learn about equity administration and Certent has been a huge help in getting my started. They also have great customer service - although this is only via email and not phone from what I have seen. The one thing I will say about Certent is that it's not very easy to get up to speed on, but once you are up to speed it makes everything a lot easier. i was luck enough to have a full training from the previous Certent admin so that helped a lot.

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Janet Holbrook

Very user friendly.

Reviewed 2015-11-10
Review Source: Capterra

I have used this software for over seven years. Certent allows me to accurately track all stock options and restricted grants, providing management and accounting with accurate reports. System can be set to automatically run reports at month end allowing us to close much faster. The preparation of proxy reports/schedules is accomplished by printing a few reports. The employee portal allows our employees to access their information 24-7. Customer service is exceptional, they respond quickly and resolve issues in a very timely manner.

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Jeff Lee

Simple and easy to use interface

Used weekly for less than 6 months
Reviewed 2018-07-17
Review Source: Capterra

Our company use it for option grants, and I as a user find it pretty easy to use. My previous company used eShares (carta), and I think carta has a lot of stuff on the site, takes time to click around to understand everything (still very easy to use). Certent is a bit simpler.

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Certent Equity Management pricing

Pricing options
Subscription
View Pricing Plans

Contact Certent for detailed pricing information.

Certent Equity Management features

Activity Tracking
Automatic Reminders
Compliance Management
Data Import/Export
Employee Self Service
Real Time Reporting
Reporting & Statistics

API (351 other apps)
Activity Dashboard (293 other apps)
Applicant Tracking (213 other apps)
Automatic Notifications (292 other apps)
Customizable Branding (219 other apps)
Customizable Reporting (205 other apps)
Employee Database (155 other apps)
Employee Management (248 other apps)
Employee Onboarding (160 other apps)
Employee Portal (173 other apps)
Recruiting Management (180 other apps)
Third Party Integration (220 other apps)
Time & Attendance Tracking (163 other apps)

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
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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.