About Certent Equity Management

Certent Cap Table and Equity Management software and services offer everything private and public companies need to manage, administer, account for, and report on equity compensation plans, including the most comprehensive accounting calculations and in-depth stock plan reporting on the market. With Certent Equity Management’s participant/shareholder portal, administrative role, and console, plus over 400 pre-built reports, you can streamline equity compensation processes, improve productivity, and tighten compliance across the entire organization.


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27 Reviews of Certent Equity Management

Average User Ratings

Overall

4.44 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(15)

15

4 stars

(11)

11

3 stars

(0)

0

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 27 results

February 2020

Brian from Personal Capital

Company Size: 201-500 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

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.

September 2020

Christopher from BioLife Solutions Inc

Company Size: 51-200 employees

Industry: Biotechnology

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

5.0

Functionality

5.0

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.

Response from Certent

Replied September 2020

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.

March 2020

Brooks from Procore Technologies

Company Size: 1,001-5,000 employees

Industry: Computer Software

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Functionality

1.0

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

Response from Certent

Replied September 2020

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.

September 2020

Adam from Ensign Group

Company Size: 10,000+ employees

Industry: Hospital & Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

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.

September 2020

Sandra from CSW Industrials, Inc.

Company Size: 501-1,000 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

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).

Reasons 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.

Response from Certent

Replied September 2020

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.