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.

Very satisfied with excellent customer service support and guidance together with ease of use for software.

Some confusing concepts (but that's EMI for you!).

I think the product has a hard job to make complex products, especially because of regulatory requirements, accessible.

I have not been using it for very long so haven't found many things I don't like and I've not used a similar platform before as a comparator.

The online help guides are great and our shareholders and employees really appreciate and value the information the platform gives them. I think the product is great value for money.

The onboarding, investment and valuation teams (special thanks to [sensitive content hidden]) were incredibly responsive and attentive.

This has been the real positive, the software just does what it needs to and maintains a clean record of our affairs.

The background material, context and instructions, is very helpful to lay clients as well as a very good ruler for the lawyer to follow.

Its fair to say that we were a difficult client, with a complicated share capital structure (5 classes of share) and very particular requirements that needed addressing quickly.

Great platform and even better customer support.

I like that it's user friendly and easy to navigate.

Then very responsive onboarding team (mark), quick, clear and helpful emails.

In particular was great in helping us understand how to use Vestd and the onboarding process was great. The only company we saw with a direct integration to Companies House.

I think Vestd has hired a team of the kindest, understanding, helpful and supportive people. I have personally had the best customer service interactions I've ever experienced.

Not having to deal with companies house directly is brilliant. Also great that share scheme recipients can log in and play with the platform and see their asset in a more tangible way.

Extremely easy to use, intuitive and great support.

Where friction is felt is often due to government bureaucracy rather than a limitation of the software itself.

We had a very tight timeline to grant options and the help we received was unparalleled. Big shout out to [SENSITIVE CONTENT] on the customer team for helping us meet our deadlines.

Excellent customer service thanks to the likes of Jo and Ash as well as a responsive dev team. I don't think a single problem of mine hasn't be solved which is fantastic.

It is a very easy to use tool which makes something that is very complicated easy to manage. It is also great for users as well as administrators.

There is a lot of content online and guidance etc linked within the platform. Sometimes this wasn't the easiest to navigate.

Customer support is very good. Help with the HMRC valuation exercise was great.

Everyone at Vestd shows great willingness to understand the needs of the client, and invests time to help get the right solution to meet the stakeholder value objectives.

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

Pound Sterling

Vestd is a legal document management software that helps businesses manage equity or start a share scheme. The platform enables managers to divide shares with a cofounder and gain real-time insights into the portfolio using a unified interface.

Certent Equity Management vs Vestd

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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