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

Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

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.

The overall benefit of using Certent is that it has save us time during month-end.

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.

Their customer support is outstanding. When I've had an issue, they've addressed it immediately.

Ease of use, user interface friendly, great and timely customer support.

This software is easy to use and the reporting tools are great.

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

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

It is a simple tool to help me keep track of my stock options.

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.

I am very pleased with the product and value of the software, it is built to handle corporations much larger and complex than us, but it is still user friendly to our needs, and is still affordable.

Reports have weird names. Refreshing to fidelity's isn't always the easiest.

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 Team that has helped us implement the product was fantastic. They walked us through the process and truly held our hand to ensure we were setting it up properly.

The software is missing some key features that will impact the future.

I am always comfortable that if I have a question I have the support desk to help me.

I really enjoy working with our team as they are very supportive.

They take something that is already difficult for many people to understand and make it worse by having  a terrible UI, and login and authentication process.

Software provides forecasting which has been extremely powerful especially in these economic times.

Also, there is limited Pay vs. Performance functionality.

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

The system can hand any time of award our organization would like to grant, and it has all the tools necessary for accounting, activity, and regulatory requirements.

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

The website has a robot to answer some basic questions which save me time. It is very clear to know how much I have for the stocks, easy and simple.

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.

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.

Great to follow up signatures and to make organisational charts.

It is very intuitive and the Knowledge Base available is quite helpful. Customer Support has also been quick and on point when addressing our needs.

The integration of the Excel files for the Share Regsiters, as well the integration of the Personal Data of the Managers from Corporify in PowerBI.

Very swift, polite and proactive responses. Very customer friendly - ease of use.

Good integration with e-signature. Easy entity / group oversight, mandate & ownership management.

Corporify also helps us with keeping our investors and board members informed, thanks to the portal.

We use Corporify to manage our investments. Corporify allows us to centralize all our legal data and share these data with our legal advisor(s) through a user-friendly portal.

Application brings intuitive features like document assembly and the option to share data. Excellent customer support, easy resolution.

User experience is good, easy to find your way through (in the way I use it). I love the signing module and the custom made templates.

Good user experience, great support team. I mainly use the document manager and Corporify is a great tool to create and manage documents that need to be signed and to follow this up.

Now we have quick insights into capital calls, distributions and the associated documents that are integrated into the platform, in short, our single source of truth.

More integrations with government databases would be a plus, but I don’t experience a lot of difficulties in my day to day use.

Corporify is a great tool to keep track of our clients shareholder structures, shareholder registers and legal documents.

Corporify is a great tool to keep track of all investors and their shareholdings in different classes. It enables us having a quick look at a tidy, up-to-date org chart.

Competitive pricing, deployment & set-up help, easy to use.

In my daily use, I do not come accross a lot of difficulties.

The organisational charts are a very nice feature that has seen a lot of improvement in the past few years.

In the way I use it, it is a very appreciated programm to handle our client database.

US Dollar

•Transmit information seamlessly between existing data sources.

•Your choice of broker and payroll providers
 
•Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant

•Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement

•Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements

•Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting"

LongDescription

Real-Time Analytics

Options Management

Document Storage

Activity Tracking

Private Equity

Public Equity

Employee Reward Programs

Incentive Management

Vesting Management

Data Import/Export

Employee Self Service

Cap Table Management

Self Service Portal

Audit Trail

Compliance Management

Real-Time Data

Grant Management

Reporting & Statistics

Reminders

Deal Management

Audit Management

Real-Time Reporting

Participant Portal

Investor Reporting

Compensation Statements

Contact Certent for detailed pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

51-200

201-500

501-1000

1000+

Certent Equity Management

Webinars

Documentation

Videos

Euro

Corporify revolutionizes the way in which legal teams, legal service providers and investments funds handle their legal entity management and corporate housekeeping.

The cloud-based SaaS platform allows users to manage the full end-to-end company lifecycle while collaborating with external stakeholders.

Certent Equity Management vs Corporify

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