Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date.

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.

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 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.

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.

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.

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.

The ability to concisely and clearly see our current cash position as well as our forecasted cash position has been a huge win for our organization.

Easy to use but lacking features and consistent performance.

The inability to connect to smaller banks was disappointing.

Easy implementation, good customer service and provides the basics.

Having the ability to tag transactions, and have a customized report automatically delivered to our executive team gave my team more time to focus on other tasks.

I enjoy the ease of use but also the customization ability in Trovata. It allows for many possible scenarios to be modeled and important business metrics/cash to be tracked.

Ease of use overall and creating tags, reviewing activity and balances.

We wanted a product that we could get up and running within a short period of time. With our continual growth, being able to link accounts quickly is paramount.

Ability to customize transactions to categorize & tag. Daily report that gives me a high level overview of prior day activity.

You can build a cash forecast in a few minutes and Trovata uses machine learning to show future trends based on historical data, but easy enough to change if needed.

They've been very supportive and always available for a quick call or demo on how to do something. Also, continue to update their product so it continues to be beneficial.

Lack of certain features but most of them are being developed so not a huge concern.

The team at Trovata was also immensely supportive in our onboarding process and getting us up and running in time.

The reports are a little difficult to set up at first.

Teamwork prevailed and solutions were provided, but we missed out on using the software to its fullest potential.

What we liked most about Trovata is the ease of implementation, the customer service, the transparency to work through hiccups, and the simplicity of the software.

Overall I am very happy with the product. I think it's a game changer if you want to see historical data.

Excellent customer service and onboarding. The team has great business insights and has been a great thought partner rather than just an implementation partner.

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

Trovata is an intelligent cash-management tool on an open banking platform that aggregates your cash data across all your bank accounts, consolidating & normalizing your transaction data into one unified view. 

Trovata helps you visualize key insights from a single platform through secure API integrations with your banks, instead of relying on misplaced data and spreadsheets. Thanks to its intuitive reporting functionality, variance analysis, and deep drill downs, you gain a detailed line of sight into your transactions, allowing you to analyze subsidiaries, currencies, & regional breakdowns in real-time.



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