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.

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

Our customer service representative [sensitive content hidden. Has been a great partner to us.

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.

I love their capability on calculating and tracking functions.

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.

Customer service is extremely responsive and very helpful. I've submitted dozens of cases and usually receive a response in a few hours or less.

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.

They are constantly taking feedback and implementing it and I sincerely enjoy working with them.

Its clean interface, user-friendly design, and top-notch customer support have significantly contributed to our ability to level up our business.

While not its original intention having an Investor CRM is a critical first step.

The onboarding process with InvestNext was simple and their support team was very quick to respond.

They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds.

Pricing and Platform is probably the best in the market.

Great product, true partners, perfect for scaling.

There isn't a native integration with our CRM, Hubspot today, but they're working hard on it.

No delay delivery option on email communications. This would be helpful for us when we send out reporting.

Investnext is easy to use and has a very unique (and valuable) cosponsor function that enables larger GP teams to work together on investment deals.

The platform is easy to use from my phone and is very user friendly.

InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.

InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use.

Easy to visually view the client's position and transaction, excellent customer support.

Great all inclusive option for capital raising.

Overall, the product is great. The support team is very responsive whenever I reach out and they provide a lot of video explanation to avoid the mincing of words.

Lack of customizability within the folders for documents stored on the platform.

I like how easy it is to work with and how user friendly it is.

Project management, contact management, documentation management and distribution calculation process is excellent.

I have used several investor portal software packages and InvestNext is my favorite.

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

InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microsoft Dynamics 365, Sage Intacct and Salesforce. 

InvestNext offers a number of features for businesses, including portfolio analytics and risk assessment, loan performance reporting and compliance monitoring.

Certent Equity Management vs InvestNext

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