Certent Equity Management vs Capdesk 

Paycor

Vestd

Cegid HR

Carta

Shareworks 

J.P. Morgan Workplace Solutions

Compare Certent Equity Management and Capdesk  based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Vestd, the easiest way to issue shares to team members and investors.

From motivating employees with shares to communicating with your investors, Vestd’s powerful tools ensure that sharing has never been so effortless.

Vestd is fully synced with Companies House, making paperwork a piece of cake. 


SeedLegals

The UK's number 1 for funding rounds, cap table and EMI option schemes.

WOWS Equity

WOWS Cap Table is a digital cap table management tool designed to help startups manage their equity

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

Accounting

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Management

Audit Trail

Budget Management

Cap Table Management

Compensation Plan Modeling

Compensation Statements

Compliance Management

Data Import/Export

Deal Management

Document Storage

Employee Reward Programs

Financial Reporting

Grant Management

Incentive Management

Investor Reporting

Market Data Analysis

Private Equity

Public Equity

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Reminders

Reporting/Analytics

Reporting & Statistics

Vesting Management

Proprietary

Certent Equity Management

Web-based

Basic

Director of Reporting and Compliance

Certent Equity Management is extremely valuable in my quarterly SEC and investor reporting as well as our internal tracking of stock option expense items.  

Sr. Manager of Financial Reporting

It provides us with reports needed for disclosure support, SBC JEs, Beneficial Ownership calculations, future vesting for forecasting. But the best thing as I mentioned above is our customer service.

Maybe the only small concern that I can think of is our broker is independent from Certent, so as our employees are vesting their RSUs and/or exercising their stock options, this data is transmitted daily to Certent and since I don't have access to our broker platform.

Associate Director Financial Reporting

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.

Ops Lead

Robust reporting capabilities with high quality of Certent's customer service.

The platform offers a comprehensive solution that streamlines the entire equity process, from grant processing to exercise and settlement

Stock Administrator and Legal Resource

This has allowed us to filter our reports, broker integrations, etc. based on plans and participants, for example.  

Tutor

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

Corporate Governance, Securities and Contracts Specialist

The spreadsheets used to upload information aren't all that intuitive, but they do provide a help tab and our account representative has been available to walk us through every step.

Also love the highly customizable reporting features.

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.

I've had some very important settings in broker integration suddenly change without my knowledge, which affected grant and vesting data being sent to our broker.  

Also, it would be valuable if Certent offered the ability to calculate cash dividends (not DEUs), so that we don't have to track in excel.   But this is not a deal breaker.

It simplifies equity plan administration and integrates well with financial systems, though there is a learning curve for new users.

Director

Our customer service rep [sensitive content hidden]always responds to our questions timely and let us know when he will be away and ensures there is a backup to help us.

Accountant

Our client relationship manager, [sensitive content hidden], is awesome and has bi-weekly touch base meetings to provide frequent communication.  

Senior Director, SEC Reporting and Technical Accounting

The Certent Equity Management team is always available, and having them process the transactions takes so much pressure off me.  

blogger

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

Sr. HR Manager

Certent Equity Management is a dependable tool for managing equity compensation plans.

Finance

Customer support website sometime glitches, which does not allow to submit a ticket online.

Additionally, the customer support team is responsive and knowledgeable, assisting with timely resolutions to queries.

My overall experience with Certent Equity Management has been excellent, from implementation to transactions to reporting.  

Senior Staff Accountant

Reconciling from our old system to the new system was a pain point, but this is mostly due to the lack of functionality in our old system.

Manager, HRIS and Compensation

There is definitely a learning curve but once you learn how everything trickles down it makes tracking of equity a lot simpler.  

VP Finance

It's sometime hard to get the consulting hours from a specialist in the event of an unusual or infrequent event.

VP and Controller

The software is very robust and handles all of our equity reporting requirements.

Financial Reporting Manager

Being able to favorite certain reports makes weekly/monthly tasks that much simpler.

Accounting Officer

We receive fewer emails and calls asking for assistance from employees with the implementation of this product.

Sr Manager, Accounting

I love their capability on calculating and tracking functions.

My overall experience with Certent Equity Management has been positive and beneficial for managing our company's equity compensation plans.

SVP Finance and Treasury and Chief Accounting Officer

The system is able to accommodate both of these critical aspects for our company.

Corporate Compensation Manager

Reports are flexible and can be filtered in variety of ways for different purposes.

We have worked with Certent Equity Management for quite some time and I am very pleased with the system and the support from our Client Service Manager (Katie Avila) and the technical experts.

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch.  

Reporting gets the job done as there are standard reports for practically all our needs.   

He knows the system very well and guided us through during the implementation and provided help as we need in BAU process.

Manager of Financial Reporting

I've submitted dozens of cases and usually receive a response in a few hours or less.

Could use improvement on break/fix timing and setup.

Payroll Manager

Some of the updates needed in the software can be tedious to make.  

Teacher

Overall, it seems like a powerful but complex tool.

Customer Support is superb, very fast in response and provides reliable and accurate feedbacks.

Its sometimes cumbersome to make changes in the system.  

Certent reporting is also really great when you know what you're looking for and how you'd like to view it.

Director - Payroll and Compensation

I truly have minimal concerns with Certent Equity Management.

The reports are easy to generate and connects well with our Workday integration.

Wish it could be more interactive from an admin perspective.  

Fast onboarding, user friendly platform, affordable pricing, excellent customer service.

General Counsel

They walked us through the process and truly held our hand to ensure we were setting it up properly.

The system is user friendly and contains good amount of details which makes it a pretty good system to use.  

Sr Payroll Administrator

The system is very user friendly and the standard reports available meet our needs.

Reporting

Customer Support

Equity Management

Integrations

Dividend Calculation

Broker Integration

Task Submission

Bugs and Issues

Ease of Use

Team Communication

Mid-size Business

Large Enterprises

Small Business

insightsoftware

Everstage

Everstage is the leading sales commission software that optimizes your commission management process, driving revenue growth like never before.

Rippling

Rippling is a cloud-based workforce management system that helps businesses manage operations across HR, finance, and IT.

Deel

Deel is the only global-first people platform that enables companies to hire, pay, manage, and develop talent in 150+ countries without compliance headaches or third-party dependencies. Deel supports 40,000 customers and 1.5 million workers through a single, scalable global system.

Capdesk from Carta is the all-in-one solution for managing equity in the UK and Europe. We enable high-growth companies across Europe to keep track of their cap tables as they scale, with greater accuracy and efficiency.

Benchmarking

Benefits Management

Client Portal

Customizable Reports

Document Management

Employee Management

Financial Analysis

Financial Management

Financial Modeling

Forecasting

Multi-Currency

Performance Metrics

Portfolio Management

Role-Based Permissions

Scenario Planning

Third-Party Integrations

Transaction History

Valuation Management

Workflow Management

Capdesk 

Windows

Start 

Grow

Scale

Enterprise

Jr. HR Specialist

You no longer need to worry about piles of paperwork and organizing them and misplacing them physically, Capdesk integrates with Docusign and allows this to be organized digitally.

I have heard it can integrate into your HR platform, I am curious as to the list of HR platforms it is compatible with.

It is a single source of the truth when it comes to your company capital - invaluable if you raise multiple round, have an employee option pool, have multiple shareholders etc.

Head of Finance

In the 2 years I have been using capdesk they have provided very responsive customer service and issue resolution.

It is a bit expensive but I haven't used all available features so this is possibly why I feel I am not getting value for money.

Founder

I highly recommend it although it comes with a cost and requires all the shareholders to use it with someone might be not so keen on digital stuff.

Financial Accountant

Quirky UI, bit difficult to always find what you want.

Setting up new bearers is a bit cumbersome.

The integration with Docusign makes this really easy for us.

The price might be lower or better tiered.

Certent Equity Management vs Capdesk Comparison (2026)

Certent Equity Management

Capdesk

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