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Certent vs Capboard Comparison (2026)

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Certent logo

Certent

Capboard logo

Capboard

Overview

Certent takes employee equity management off your hands, replacing manual processes with an automated and flexible offering. Trusted for more than 20 years, it scales with your business without any need for migration or broker lock-in.

Capboard is the equity management software that is used to have a clear visibility over your company's equity, stakeholders and investors. It allows to easily manage equity plans, speed up fundraising and due diligence, and make simulations about future equity transactions, all in a few clicks.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

1

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

85

5

4

3

2

1

52

32

0

0

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
82%
would recommend this app

4.7

11

5

4

3

2

1

9

1

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

Pros

“The platform offers a comprehensive solution that streamlines the entire equity process, from grant processing to exercise and settlement”
Verified reviewer profile picture

Przemysław S.

ceo

“Certent Equity Management offers a user-friendly interface with robust reporting tools, making it easy to manage equity plans.”
OT

Olivia T.

Tutor

“I would like to see Certent have the ability to assign tax withholding rates to individual participants and not have to update them with each transaction.”
MC

Marie C.

Associate Director Financial Reporting

Pros

Not enoughreviews yet

Cons

“Additionally, while the platform is intuitive, initial setup can be complex, and customer support response times may sometimes be slower than expected.”
AS

Anouar S.

blogger

“We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.”
SK

Sara K.

Stock Administrator and Legal Resource

“Its sometimes cumbersome to make changes in the system. ”
RK

Ritesh K.

VP

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features100
  • 409a
  • AI Copilot
  • AI Text Generation
  • AI Text Summarization
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Automated Compliance
  • Automated Receipt Matching
  • Autonomous Task Execution
  • CRM
  • Campaign Planning
  • Cap Table
  • Cap Table Management
  • Capitalization Tables
  • Client Portal
  • Compensation Budgeting
  • Compensation Data Management
  • Compensation History
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Cross-system Integration
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Documents
  • Duplicate Detection
  • Education
  • Embedded Analytics
  • Employee Database
  • Employee Onboarding
  • Employee Portal
  • Employee Reward Programs
  • Enterprise Risk Management
  • Equity Compensation
  • Event Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Generative AI
  • Goal Setting/Tracking
  • Grant Management
  • Integration
  • Integrations
  • Investments Tracking
  • Investor Reporting
  • Market Data Analysis
  • Merit Cycle Planning
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Currency
  • Multi-step Planning
  • Natural Language Interaction
  • Operational Risk Management
  • Organizational Charting
  • Pay Transparency
  • Performance Metrics
  • Platform Search
  • Portfolio Management
  • Private Equity
  • Proactive Assistance
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reminders
  • Reporting
  • Reporting & Statistics
  • Reporting Capabilities
  • Reporting/Analytics
  • Reward Structuring
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Salary Planning
  • Scenario Planning
  • Security
  • Self Service Portal
  • Succession Planning
  • Task Management
  • Tax
  • Third-Party Integrations
  • Trading & Settlement
  • Transaction History
  • User Management
  • Valuation Management
  • Vendor Management
  • Vesting Management
  • Visual Analytics
  • Visualization
  • Workflow Automation
  • Workflow Management
  • Workflows
  • Total features36
  • 409a
  • AI Copilot
  • AI Text Generation
  • AI Text Summarization
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assessment Management
  • Audit Management
  • Audit Trail
  • Automated Compliance
  • Automated Receipt Matching
  • Autonomous Task Execution
  • CRM
  • Campaign Planning
  • Cap Table
  • Cap Table Management
  • Capitalization Tables
  • Client Portal
  • Compensation Budgeting
  • Compensation Data Management
  • Compensation History
  • Compensation Plan Modeling
  • Compensation Statements
  • Compliance Management
  • Cross-system Integration
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Documents
  • Duplicate Detection
  • Education
  • Embedded Analytics
  • Employee Database
  • Employee Onboarding
  • Employee Portal
  • Employee Reward Programs
  • Enterprise Risk Management
  • Equity Compensation
  • Event Management
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Modeling
  • For Investors & Traders
  • Forecasting
  • Fund Management
  • Generative AI
  • Goal Setting/Tracking
  • Grant Management
  • Integration
  • Integrations
  • Investments Tracking
  • Investor Reporting
  • Market Data Analysis
  • Merit Cycle Planning
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Currency
  • Multi-step Planning
  • Natural Language Interaction
  • Operational Risk Management
  • Organizational Charting
  • Pay Transparency
  • Performance Metrics
  • Platform Search
  • Portfolio Management
  • Private Equity
  • Proactive Assistance
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Reporting
  • Reminders
  • Reporting
  • Reporting & Statistics
  • Reporting Capabilities
  • Reporting/Analytics
  • Reward Structuring
  • Risk Analysis
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Salary Planning
  • Scenario Planning
  • Security
  • Self Service Portal
  • Succession Planning
  • Task Management
  • Tax
  • Third-Party Integrations
  • Trading & Settlement
  • Transaction History
  • User Management
  • Valuation Management
  • Vendor Management
  • Vesting Management
  • Visual Analytics
  • Visualization
  • Workflow Automation
  • Workflow Management
  • Workflows

Integrations

  • Total integrations1
  • Microsoft Excel
  • Total integrationsN/A
  • Microsoft Excel

Alternatives

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