Certent Equity Management vs Carta

Paycor

Cegid HR

adam.ai

Shareworks 

J.P. Morgan Workplace Solutions

Longview Tax

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

J.P. Morgan Workplace Solutions is a holistic tech and service-based offering created to empower your team to navigate their workplace incentives with confidence.

Cegid TalentSoft provides HR teams and recruiters with tools for human resource (HR) and talent management. It offers products for recruiting, performance and competency tracking, learning management, talent review, compensation management, onboarding, and workforce management.

Paycor’s all-in-one, cloud-based human capital management (HCM) platform modernizes every aspect of people management, from recruiting, onboarding and payroll to career development and retention.

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 & Statistics

Reporting/Analytics

Vesting Management

Certent Equity Management

Web-based

Teacher

Overall, it seems like a powerful but complex tool. People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts").

Financial Reporting Manager

Sometime there are accounting differences or errors generated in reports that are difficult to discover until something goes wrong.

Sr. Director SEC Reporting

The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good.

Financial Advisor

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

Corporate Controller

The customer service team is also great to work with, they are very knowledgeable about all types of awards and are timely on their responses.

Manager of Financial Reporting

Also, the "help" topics section is very user-friendly and has a lot of great resources to help me navigate the system and answer my own questions.

Manager, Financial Reporting

The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful.

The communication and assistance we receive has always been 10/10, and this is a strong reason why we have stayed loyal customers of Certent.

VP Finance

Overall, a great product with great features at a moderate price.

Sr. Manager of Financial Reporting

Running and using reports is easy, and help system with videos is a great idea and has helped me many times with Black Scholes calculations or EVF changes.

Director of Equity Compensation

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.

We have used the professional support consultants on several occasions and they have exhibited good subject matter expertise and delivered the deliverable timely.

Accountant

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

Senior Accounting

Can be so fickle with timing of the activity. Not very fluid to correct misinformation from data uploads.

Director of Reporting and Compliance

Also, there is limited Pay vs. Performance functionality.

Stock Administrator and Legal Resource

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.

Human Resources Generalist

I've learned so much over this past year taking on our equity piece at my company. The site is easy to use and is integrated well with our internal HRIS system.

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

Certent Equity Management screenshot: Certent Equity Management projects

Certent Equity Management screenshot: Certent Equity Management dashbaord

Certent Equity Management screenshot: Certent Equity Management show comments

Certent Equity Management screenshot: Certent Equity Management analytics

Certent Equity Management screenshot: Certent Equity Management annual report

Certent Equity Management screenshot: Certent Equity Management manage workflow

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

Utilized by thousands of businesses, Shareworks is a cloud-based equity plan management solution for startups, private and public companies to simplify equity administration, engage their employees, manage regulatory compliance and prepare for audits, with integrated 409A valuations and cap tables.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

An intelligent governance ecosystem that empowers leaders to move, decide, and govern with confidence in the era of AI

Carta is an equity management solution that helps investors, public, & private firms manage cap tables, equity plans, investments, and valuations. The platform comes with features such as transfer agent services, portfolio insights, 409A valuations, safekeeping, & equity plan administration.

"What If" Scenarios

Access Controls/Permissions

ACH Payment Processing

Approval Process Control

Benchmarking

Budgeting/Forecasting

Collaboration Tools

Compliance Tracking

Dashboard

Debt Management

Document Management

Electronic Signature

Enterprise Risk Management

Financial Modeling

Financial Risk Reporting

Forecasting

Fund Management

General Ledger

Investments Tracking

Liquidity Analysis

Meeting Management

Member Directory

Minutes Management

Operational Risk Management

Performance Metrics

Portfolio Management

Portfolio Modeling

Rate of Return Analysis

Risk Management

Role-Based Permissions

Scenario Planning

Trade Tracking

Valuation Management

Carta

Android

Windows

iPad

iPhone

Head of Business Development

They are the worst at client service, show no interest in providing reporting or answer any questions. Overall toxic firm that should be avoided at all cost.

Analytics Manager

Carta did not have any alerts system, and did not notify affected employees for a month. Some employees were left tens of thousands of dollars worse off than had the error not occurred.

Director, Sales and Business Development

Very seamless and straightforward. Positive experience for end users, and helps feel like the equity system is more legitimate within our company.

It's nice to track my overall equity and individual grants. The best feature is the ability to simply forecast overall share allotments across varying vesting schedules.

Senior Digital Marketing Specialist

Love how Carta automatically updates me as to when I have more vested options and shows a progress bar as to how far I still have to go for all of my stock options to vest.

The interface and experience are terrible. It is clunky and not intuitive.

Sr. Accounting Specialist

The app for user is great and super transparent and easy to understand.

Most of the time I don't know they're there, because I don't need them. When I do need them, it is a consistently horrible experience.

The commissions on sales are a bit over the norm for a retail brokerage-type program. Especially bad if you have small lot sizes.

Horrible experience - incompetent staff with no interest in trying to help.

Recruiting Manager

I love how we can get updates based on several other clients' comp data. This allows us to remain competitive.

Carta, however, was FAR superior to all other options in ease-of-use, accuracy of data, security, rapidity of product development, and ability to scale along with our company.

Associate Product Manager

Overall, Carta makes it really easy to not only view your holdings, but each individual grant and what has vested. It also allows you to exercise options that are available to you.

I love having an up-to-date Cap Table at all times and being able to model exit and funding round scenarios quickly. Integrated stock ledger and 409A valuations are a plus, too.

Management Accountant

When I encounter a problem, Carta support team is usually quick to respond and works with me to solve the problem and is also easy to use, which makes work on developing data with high accuracy.

Senior Staff Accountant

Customer support is top notch. Chat feature allows you to live chat support team with minimal wait time.

Operations Manager

I have found it a bit difficult to add new users, debt issuances etc. and my customer service rep has generally pushed me toward recordings of user Q&A sessions rather than answer my questions.

Managing Member

The CEO's and law firms that use it seem to be happy with it, as an investor user, I literally cringe every time we get a new stock cert from Carta because it takes so long to do antying.

Certent Equity Management vs Carta Comparison (2026)

Certent Equity Management

Carta

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives