Certent Equity Management Features

Certent Equity Management

Equity compensation management & reporting

4.56/5 (9 reviews)

Certent Equity Management Feature Summary

  • 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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Certent Equity Management Feature Reviews

8 reviewers had the following to say about Certent Equity Management's features:

Janet Holbrook

Very user friendly.

2015-11-10

The employee portal allows our employees to access their information 24-7.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rachel Manners

Review of Equity Management

2017-01-24

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.

Pros

Easy to run reports

Cons

Exporting the data to Excel doesn't always work, there's not an easy way to do it and the copy/paste function into Excel messes up the formatting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mia Mullins

Useful Product

2015-11-10

Pros: User friendly Accurate reporting Vast functionality and features Prompt technical support Cons: Monthly Option Expense reporting slow Time-out feature too fast I've been using Certent for over 5 years and the software has developed extremely.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mike Boehme

I am the security admin and I have read/Write access to our data.

2016-02-22

The cons are I would like to see a different option for dividend value reporting, There are a couple data points required for our annual 10K filing that are not included on the disclosure report which requires me to run additional data to get what I need.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ronald Rowan

I am the administrator of our stock option progam.

2015-11-14

The software is simple to use and has standardized reports for every function I require from status of grants, exercises, vestings and terminations through to all of the required financial statement disclosures and audit support schedules.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Lee

Simple and easy to use interface

2018-07-17

Pros

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).

Cons

I am just a user with limited access on the dashboard, there is not really a lot of things I can do on the site.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Vicki Velez

Strong little product for Stock Options

2018-08-16

We use Armanino as our service provider and they answer tough questions quickly so overall we are very satisfied with the software.

Pros

1. Great product for stock options 2. Help menu is very good

Cons

Seems like we should only have to pay for current option holders, not ones from the beginning of time. We now pay for the stock option system each year which is a little pricey!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Anjali Padhy

Certent for equity

2016-10-06

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more