Certent Equity Management
About Certent Equity Management
Certent Equity Management Pricing
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Most Helpful Reviews for Certent Equity Management
1 - 5 of 32 Reviews
Michelle
Telecommunications, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
Best Equity Management Platform Around
Certent Equity Management is user friendly and easy to navigate. The customer service team is by far the best I've ever worked with.
CONSThere is nothing I don't like about Certent Equity Management.
Charlynn
Real Estate, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
Great equity management and reporting tool
Positive, especially our working relationship with our customer care manager.
PROSReal-time equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. We do not use the system for dividend/DEU calculations. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Certent reporting saves us hours/days of manual tracking in excel. Also, our main relationship manager is extremely responsive and patient with our requests/questions.
CONSSince Certent is not a broker, when we changes from private to public, the connection with a broker has been very challenging. Almost like duplicative work and coding. Albeit, it seems like Certent's customer services is much better than the broker so we are hoping that once connection is made, we won't have any future broker/record keeper issues. Also, it would be valuable if Certent offered the ability to calculate cash dividends (not DEUs), so that we don't have to track in excel. But this is not a deal breaker.
Reason for choosing Certent Equity Management
we were a smaller size to start out and did not have an option with a bigger firm. still, the reporting seemed pretty straight forward with Certent.
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
Robert
Oil & Energy, 51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
Exceptional Customer Service!
I really enjoy working with our team as they are very supportive.
PROSFirst of all, [sensitive content hidden] and her team are always very responsive to my queries and are ready to assist! The system is very user friendly and the standard reports available meet our monthly reporting needs. We were considering adding these services to our brokerage provider (to consolidate) but decided against it as their Equity Management support does not even compare close. I also like the fact that the File Management features are now within the Certent Equity Management system.
CONSJust like all systems, there are sometimes minor quirks in the reports, but [sensitive content hidden] and her team address them quickly.
Adam
Hospital & Health Care, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2020
Solid stable platform
This platform is sufficiently robust for our uses. The administration and SAS access are easy to use. 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.
CONSThe software is missing some key features that will impact the future. There isn't any tax mobility calculation or support. That lags behind other platforms but I'm told it is in development. The integration with multiple brokers limits how fast they can develop new and important features.