Certent Equity Management

RATING:

4.5

(28)

About Certent Equity Management

•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"

Certent Equity Management Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4

Functionality

4

Most Helpful Reviews for Certent Equity Management

1 - 5 of 28 Reviews

Brian

Financial Services, 201-500 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2020

Great for Tracking Equity Compensation

Overall, I like Certent. It is a simple tool to help me keep track of my stock options.

PROS

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

CONS

While the tool is very good, I wish it provided more aggregate information and analysis. Its great to look at one line item/one grant, it would like to see more data about the set as a whole.

Christopher

Biotechnology, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Functional and Supported... but Expensive.

PROS

It does pretty much everything you could want an Equity Management platform to do. And the Support Team is always available and knowledgeable. There hasn't been an issue I couldn't get through with the support and product.

CONS

It is one of the most expensive in the industry. I have tried to justify the cost for a long time and wish they were more flexible on the pricing. It also has some less-than-intuitive menu schemes and data reports that feel would be an easy fix, but they aren't ever addressed.

Vendor Response

Hi Christopher, Thank you for your feedback. We are glad to see that our support team has met your needs and would love to engage further on the topic of reporting.

Replied September 2020

Brooks

Computer Software, 1,001-5,000 employees

Used monthly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

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.

PROS

Through 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.

CONS

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

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

Adam

Hospital & Health Care, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2020

Solid stable platform

PROS

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.

CONS

The 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.

Sandra

Construction, 501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed September 2020

Ease of Use

Really good. I would absolutely recommend this software.

PROS

This software is so easy to use. I have used another system and the number of steps I had to take in the other software was substantially more than what the same action required in Certent. The reporting in Certent is easier. Literally, everything but dividends is easier in Certent.

CONS

The broker link with Merrill Lynch is not set up to accept Dividend / DEU accruals. Customer service is on West Coast, so hours can be a little tricky for East or Central time zone (but the help desk is good).

Reason for choosing Certent Equity Management

We needed a broker link and the other option had too many options - very mix and match. Certent's broker link was much simpler and straight-forward.

Vendor Response

Hi Sandra, We appreciate your feedback. We are excited to hear Certent has been able to streamline your work processes and would love to have a more in-depth conversation with you about Certent's processing of dividends.

Replied September 2020