--- title: "Certent Equity Management Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Certent Equity Management. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Certent Equity Management is a good fit for you!" source_url: "https://www.softwareadvice.com/hr/certent-equity-management-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / [Certent Equity Management](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/) / Certent Equity Management Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. 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[Overview](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/) Reviews [Alternatives](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/alternatives/) # Certent Equity Management User Reviews ## Reviews summary - Overall rating: 4.6/5 - Total reviews: 85 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.8/5 - Value for money: 4.4/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 52 reviews (61%) - 4 stars: 32 reviews (38%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 1 reviews (1%) ### Most mentioned pros - The bi-weekly meetings with [sensitive content hidden] are very helpful to ensure I'm not missing anything in my submissions, and she is quite familiar with my participants and any special circumstances/situations our company has. - Our company has been a loyal client of Certent for over 10 years, benefiting from their exceptional support with producing monthly cap tables, option grants, exercises and even API integrations to our HRIS platform. - Users of Certent Equity Management most frequently praise its exceptional customer support and its robust reporting capabilities for financial and SEC reporting. ### Most mentioned cons - User interface and navigation to be a bit clunky or difficult, particularly for more advanced functions. - While many users praise the customer support team, slow response times have also been noted as a drawback. - The initial setup can be complex, and customer support response times can sometimes be slower than expected. ## Certent Equity Management customer reviews Showing reviews 1-25 of 85 (page 1). ### Very easy to use! - Overall rating: 4/5 - Reviewer: Iltaf H. - Verified reviewer: Yes - Industry: Utilities - Company size: 2-10 employees - Product usage: Used monthly for less than 6 months - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, users appreciate the robust features and support offered by Certent Equity Management, but there are areas for improvement, particularly regarding the user interface and customization options. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros User-Friendly Interface, Excellent Reporting, Customer Support, Seamless Transition,Affordability #### Cons Technical Issues, Limited Customization, Complex Reporting, Customer Support --- ### Feasible Solution for Plan Administration - Overall rating: 4/5 - Reviewer: Ciara G. - Verified reviewer: Yes - Industry: Alternative Medicine - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros It's a very intuitive platform to use, easy to run reports, proxy in as a participant, and drop off and pick up files. #### Cons There are too many restrictions on making updates as an administrator. Many changes must go through the service team. #### Reasons for switching to Certent Equity Management We needed to make the switch due to federal regulations. --- ### This may be the worst software I have used. Ever. - Overall rating: 1/5 - Reviewer: Brooks W. - Verified reviewer: Yes - Industry: Computer Software - Company size: 1001-5000 employees - Product usage: Used monthly for less than 2 years - Reviewed: March 2020 - Review source details: This review was submitted organically. No incentive was offered Awful. Just Awful. #### Ratings breakdown - Ease of use: 1/5 - Functionality: 1/5 #### 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 --- ### Certent review - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros representative is responsive to my queries and usually able to resolve or bring in the right contact to help resolve #### Cons Certain reports could be better - example the accrued expense report, the net expense column is on the far right side of the report (about 50 columns over) and so every time you have to pull it forward for easy visability #### Reasons for switching to Certent Equity Management Product did not renew our contract so forced to find an alternative. --- ### Certent Equity Management - Streamlined Workflows and Expert Support - Overall rating: 5/5 - Reviewer: Lynne W. - Verified reviewer: Yes - Industry: Pharmaceuticals - Company size: 501-1000 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Certent Equity Management has been excellent, from implementation to transactions to reporting. The bi-weekly meetings with [sensitive content hidden] are very helpful to ensure I'm not missing anything in my submissions, and she is quite familiar with my participants and any special circumstances/situations our company has. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Certent Equity Management team is always available, and having them process the transactions takes so much pressure off me. Being someone used to being hands-on in every aspect of things, it's not easy for me to turn things over to someone else to handle (i.e., processing vests) so it speaks volumes that I trust and am comfortable with Certent handling all of that type of work, leaving me able to focus on other things. [sensitive content hidden] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right questions if needed and provide for seamless transactions. #### Cons It's sometimes a little challenging to determine what is the right report to run when I'm doing ad hoc analysis, so sometimes there's a bit more "trial and error" than I would like. On the plus side, once I determine which reports I'm looking for, I'm able to label them as favorites. --- ### Highly recommend Certent - Overall rating: 5/5 - Reviewer: Katie G. - Verified reviewer: Yes - Industry: Financial Services - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Our experience has been fantastic. Our client services manager goes above and beyond to support our business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Fast onboarding, user friendly platform, affordable pricing, excellent customer service. Strong relationship with customer services manager #### Cons I truly have minimal concerns with Certent Equity Management. We have been with them for 9 successful years so far. --- ### Useful and user friendly stock comp tool - Overall rating: 4/5 - Reviewer: Marie C. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 201-500 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2025 - Review source details: This review was submitted organically. No incentive was offered Overall, we are pleased with Certent. Their website is easy to navigate and we are able to get our monthly expense and all of our quarterly disclosures from their reports. Their support staff is great. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The system is user friendly and the support staff is attentive and knowledgeable. The reports are useful and the website is easy to navigate. #### Cons I would like to see Certent have the ability to assign tax withholding rates to individual participants and not have to update them with each transaction. --- ### Certent Equity Management: A robust solution for complex equity plans - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: October 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The overall experience with Certent Equity Management is largely great. It provides a powerful, reliable engine for administering complex equity plans, backed by a strong and expert support team. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Robust reporting capabilities with high quality of Certent's customer service. Also love the highly customizable reporting features. #### Cons User interface and navigation to be a bit clunky or difficult, particularly for more advanced functions. --- ### Customer feedback - Overall rating: 4/5 - Reviewer: Joshua O. - Verified reviewer: Yes - Industry: Education Management - Company size: 11-50 employees - Product usage: Used monthly for less than 6 months - Reviewed: December 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, it seems like a powerful but complex tool. People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts"). #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Users of Certent Equity Management most frequently praise its exceptional customer support and its robust reporting capabilities for financial and SEC reporting. #### Cons While many users praise the customer support team, slow response times have also been noted as a drawback. --- ### Streamlined Equity Management with Certent - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Alternative Dispute Resolution - Company size: 11-50 employees - Product usage: Used weekly for less than 6 months - Reviewed: February 2025 - Review source details: This review was submitted organically. No incentive was offered My overall experience with Certent Equity Management has been positive and beneficial for managing our company's equity compensation plans. The platform offers a comprehensive solution that streamlines the entire equity process, from grant processing to exercise and settlement #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Comprehensive stock plan management with customizable solutions #### Cons Restrictions on Making Updates: Some users noted that there are too many restrictions on making updates as an administrator, requiring them to go through the service team for many changes --- ### Good but not perfect - Overall rating: 4/5 - Reviewer: Sara K. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros Certent has a lot of customization of fields beyond their generic fields. This has allowed us to filter our reports, broker integrations, etc. based on plans and participants, for example. I love that there is a "sandbox" for testing changes and uploading data before doing so in production. #### Cons 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. Submitting a ticket for urgent help has been frustrating when I really needed help in the moment and couldn't wait 24-48 hours. I've had some very important settings in broker integration suddenly change without my knowledge, which affected grant and vesting data being sent to our broker. 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. --- ### Certent Equity Management features - Overall rating: 4/5 - Reviewer: Becky L. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered Overall, Certent provides a good service with stock plan administration reporting and accurate data. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Certent provides stock plan administration reporting capabilities with multiple reports for both internal and external reporting. Our client relationship manager, [sensitive content hidden], is awesome and has bi-weekly touch base meetings to provide frequent communication. #### Cons Certent tax information connections with our broker are not the best, but mitigating controls are in place to provide accurate data is received by the broker for certain transactions. --- ### Top Equity Management Platform - Overall rating: 5/5 - Reviewer: Laura N. - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: 51-200 employees - Product usage: Used weekly for more than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered Overall, very happy with the service. I rely very heavily on Certent and the Customer Service. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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 customer service is consistently exceptional. #### Cons I think the reports are good but I do wish there was some customization available on some. Also, there is limited Pay vs. Performance functionality. --- ### Certent Recommendation - Overall rating: 5/5 - Reviewer: Dave M. - Verified reviewer: Yes - Industry: Alternative Medicine - Company size: 1001-5000 employees - Product usage: Used weekly for more than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Certent provides great customer service to our organization. We work hand in hand with them in regard to our equity management and upcoming vestings/settlements. Our collaboration with Certent is extremely helpful and integral in providing our employees with accurate results. #### Cons N/A - I have zero complaints or concerns with Certent --- ### Public company contoller perspective - Overall rating: 5/5 - Reviewer: Nabeel S. - Verified reviewer: Yes - Industry: Medical Devices - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered Overall, a great product with great features at a moderate price. Ease of use and intuitive interface is a huge plus. Reporting is highly customizable along with an efficient data transfer interface. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like it's ease of use and intuitive interface. #### Cons It's sometime hard to get the consulting hours from a specialist in the event of an unusual or infrequent event. --- ### A software package deep in scope and analytics - Overall rating: 5/5 - Reviewer: Bradford A. - Verified reviewer: Yes - Industry: Defense & Space - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered I highly, highly recommend that anyone consider this equity management platform. We have a saying in the office when something doesn’t add up, “it’s not the software”. The analytics and depth of product is incredible. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The Certent software came highly recommended and they have never disappointed. It is an extremely robust and powerful software platform. #### Cons When they got acquired there was decent staff turnover. #### Reasons for choosing Certent Equity Management Certent came highly recommended, and has the support staff that is always available 24/7. Their accountants are incredibly skilled and knowledgable. So far there has not been one problem the software couldn’t accommodate. It is extremely robust. --- ### Functional and Supported... but Expensive. - Overall rating: 4/5 - Reviewer: Christopher E. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Ease of Use - Overall rating: 5/5 - Reviewer: Sandra S. - Verified reviewer: Yes - Industry: Construction - Company size: 501-1000 employees - Product usage: Used weekly for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Really good. I would absolutely recommend this software. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. #### 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 --- ### Representative/Customer Service gets an A+ - Overall rating: 5/5 - Reviewer: Keri D. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 201-500 employees - Product usage: Used daily for less than 6 months - Reviewed: April 2024 - Review source details: This review was submitted organically. No incentive was offered Staff have been wonderful to work with. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Our account Representative has done an exceptional job. She is knowledgeable, attentive and always willing to help us. #### Cons The spreadsheets used to upload information aren't all that intuitive, but they do provide a help tab and our account representative has been available to walk us through every step. --- ### Certent user - Overall rating: 5/5 - Reviewer: Ericka J. - Verified reviewer: Yes - Industry: Health, Wellness and Fitness - Company size: 201-500 employees - Product usage: Used weekly for less than 12 months - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Tina 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 needs. #### Cons I have not run into any Cons thus far. The training and assistance I have received has been very helpful. --- ### Certent Review - 9/24/20 - Overall rating: 5/5 - Reviewer: Nicholas P. - Verified reviewer: Yes - Industry: Biotechnology - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, user interface friendly, great and timely customer support #### Cons Sometimes there have to be workarounds for unique situations --- ### Certent Review - Overall rating: 4/5 - Reviewer: Steven S. - Verified reviewer: Yes - Industry: Transportation/ Trucking/ Railroad - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. they've been great. Knowledgeable, responsive and helpful. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Their customer support is outstanding. When I've had an issue, they've addressed it immediately. Their software carries out a large amount of the functionality we need. #### Cons Setting it up, I had a tough time with the Rep. I think it could be more user friendly... intuitive. It feels more like a Microsoft product that I have to learn rather than an apple product. #### Reasons for choosing Certent Equity Management Sales Rep was great, Reputation, large player in the field #### Reasons for switching to Certent Equity Management time zone, company separating, dissatisfaction with the other product #### Vendor response Hi Steven, It's great to hear you've benefited from Certent's software functionality and had an outstanding experience with Support. We've made progress with our user interface, but it sounds like there's more work to do. We would love to discuss this topic further and will be in touch. Replied September 2020 --- ### Great Customer Service and Ease of Use - Overall rating: 5/5 - Reviewer: Brian S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 51-200 employees - Product usage: Used monthly for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The software is really easy to use and quite intuitive. When I have had questions though the support has been outstanding. Support has been very knowledgeable on the software as well as the tax and accounting principles around equity accounting. I often learn new information just discussing my issue. #### Cons I'd like an easier way to do imports. I don't use it enough so I have to go back and review how to do it each time. Now I usually just input items manually to avoid the learning curve. #### Vendor response Hi Brian, We are grateful for your feedback and thrilled to hear about your outstanding experience with Support. We would love to find out how we can make the import process less cumbersome for you and will be in touch to discuss. Replied September 2020 --- ### Certent Equity Management - Overall rating: 5/5 - Reviewer: Steven C. - Verified reviewer: Yes - Industry: Banking - Company size: 501-1000 employees - Product usage: Used monthly for less than 6 months - Reviewed: May 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We have been implementing Certent at our company and the transition from our old system has been quite smooth. The functionality of Certent is easy to pick up on. The customer service team we work with has been outstanding! #### Cons Reconciling from our old system to the new system was a pain point, but this is mostly due to the lack of functionality in our old system. --- ### Easy to use - Overall rating: 5/5 - Reviewer: Marsha R. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 51-200 employees - Product usage: Used other for more than 2 years - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's easy to navigate once you get over the hurdle #### Cons Reports have weird names. Refreshing to fidelity's isn't always the easiest. ## More reviews [Next reviews](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/?page=2) --- Certent Equity Management Reviews, Pros and Cons - 2026 Software Advice