Certent Equity Management
About Certent Equity Management
Certent Equity Management Pricing
Contact Certent for detailed pricing information.
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Most Helpful Reviews for Certent Equity Management
1 - 5 of 47 Reviews
Greg
Consumer Goods, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
Easy to use Equity Management and Reporting Platform
Happy with the product and customer service team.
PROSCertent equity management is user friendly, and easy to navigate. Customer service team is very supportive and always available to support you.
CONSThe link between BAML and Certent isn't seamless - there are some quirks that require workaround.
Reasons for switching to Certent Equity Management
Carta didn't have all the functionality we needed.
Sara
Health, Wellness and Fitness, 5,001-10,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed April 2024
Good but not perfect
Certent has a lot of customization of fields beyond their generic fields. This has allowed us to filter our reports, broker integrations, etc. based on plans and participants, for example. I love that there is a "sandbox" for testing changes and uploading data before doing so in production.
CONSIn the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch. Submitting a ticket for urgent help has been frustrating when I really needed help in the moment and couldn't wait 24-48 hours. 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. 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.
Brooks
Computer Software, 1,001-5,000 employees
Used monthly for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
FUNCTIONALITY
1
Reviewed March 2020
This may be the worst software I have used. Ever.
Awful. Just Awful.
PROSThrough many bugs and a painful login and re-authentication process every single time I access the platform, I have been able to exercise my options through Certent.
CONSThey 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
Vendor Response
Hi Brooks, We appreciate your feedback and want to work with you to improve your experience. We will be in touch to discuss how we can simplify the UI and improve the authentication process.
Replied September 2020
Kenneth
Biotechnology, 1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
Sr Manager Financial Reporting Review
The product works for what we need it to do. 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. It's always important to have a good, dependable customer service representative at third-party service providers - especially equity management because some transactions can get complex. We've had many complex transactions that [sensitive content hidden] and the Accounting team have helped us out of.
PROSMy favorite thing about working with Certent Equity Management is the customer service. [sensitive content hidden] Carlson is our Sr. Client Service Manager and she has been since I have been with the company (6 years). [sensitive content hidden] is always available and willing to help and so patient with our team. She set up bi-weekly meetings with HR and Finance teams to talk about any issues. Many times I would ask the same questions but she would answer without hesitation. 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. Accounting team always there to help as well - providing calculations as we need them.
CONSNot really user friendly if we want to create new reports - Certent would do it for us. Reports already created have a lot of unnecessary columns on them when they are run and there was no way for us to customize to what we needed. Being on the west coast when we are on the east isn't helpful either when we have an early morning question.
Dave
Alternative Medicine, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
Certent Recommendation
Certent provides great customer service to our organization. We work hand in hand with them in regard to our equity management and upcoming vestings/settlements. Our collaboration with Certent is extremely helpful and integral in providing our employees with accurate results.
CONSN/A - I have zero complaints or concerns with Certent