# Certent Equity Management Software Reviews, Demo & Pricing - 2026 > Review of Certent Equity Management Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/investment-management/certent-equity-management-profile --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / Certent Equity Management Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](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 2026: Benefits, Features & Pricing Wondering if Certent Equity Management is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Certent Equity Management 4.6 [(85)](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/) Pricing Pricing available upon request ### 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" Wondering if Certent Equity Management is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## Certent Equity Management User Interface ## Popular Certent Equity Management Alternatives Main Product Certent Equity Management 4.6 [(85)](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.75Customer support - 4.40Functionality Pricing Available upon request Get Price Alternative Product [Vestd](https://www.softwareadvice.com/legal/vestd-profile/) 4.9 [(97)](https://www.softwareadvice.com/legal/vestd-profile/reviews/) Ratings Breakdown - 4.73Ease of use - 4.60Value for money - 4.95Customer support - 4.67Functionality Pricing Starting at £25.00 per month Get Price Alternative Product [SeedLegals](https://www.softwareadvice.com/contract-management/seedlegals-profile/) 4.9 [(83)](https://www.softwareadvice.com/contract-management/seedlegals-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.74Value for money - 4.95Customer support - 4.76Functionality Pricing Starting at £49.00 per month Get Price Alternative Product [Corporify](https://www.softwareadvice.com/entity-management/corporify-profile/) 4.6 [(29)](https://www.softwareadvice.com/entity-management/corporify-profile/reviews/) Ratings Breakdown - 4.59Ease of use - 4.68Value for money - 4.96Customer support - 4.34Functionality Pricing Starting at €1.00 per year Get Price Alternative Product [Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) 4.7 [(10)](https://www.softwareadvice.com/investment-management/capboard-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.86Value for money - 4.78Customer support - 4.40Functionality Pricing Starting at €1.00 per month Get Price Alternative Product [Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) 4.2 [(63)](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/) Ratings Breakdown - 3.97Ease of use - 3.66Value for money - 3.76Customer support - 4.14Functionality Pricing Available upon request Get Price ## Certent Equity Management Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Certent Equity Management Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of Certent Equity Management Accounting Activity Dashboard Activity Tracking Alerts/Notifications API Audit Management Audit Trail Budget Management Cap Table Management Compensation Plan Modeling Compensation Statements Compliance Management Data Import/Export Deal Management Document Storage Employee Reward Programs Grant Management Incentive Management Investor Reporting Market Data Analysis Performance Metrics Portfolio Management Private Equity Public Equity Real-Time Analytics Real-Time Data Reminders Reporting/Analytics Reporting & Statistics Vesting Management ## Certent Equity Management Integrations Microsoft Excel Integration rated undefined from -1 review ## Certent Equity Management User Reviews Overall Rating 4.6 Ratings Breakdown 5 61% 4 38% 3 0% 2 0% 1 1% Secondary Ratings Ease of Use 4.5 Value for money 4.4 Customer support 4.8 Functionality 4.4 Iltaf H. Verified reviewer Utilities 2-10 employees Used monthly for less than 6 months Review source Reviewed February 2025 Very easy to use! 4 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 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: User-Friendly Interface, Excellent Reporting, Customer Support, Seamless Transition,Affordability Cons: Technical Issues, Limited Customization, Complex Reporting, Customer Support Read More CG Ciara G. Verified reviewer Alternative Medicine 1001-5000 employees Used daily for more than 2 years Review source Reviewed February 2025 Feasible Solution for Plan Administration 4 Ratings Breakdown 4 Ease of use 3 Value for money 4 Customer support 3 Functionality 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. Read More BW Brooks W. Verified reviewer Computer Software 1001-5000 employees Used monthly for less than 2 years Review source Reviewed March 2020 This may be the worst software I have used. Ever. 1 Awful. Just Awful. Ratings Breakdown 1 Ease of use 1 Functionality 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 Read More VR Verified Reviewer Biotechnology 51-200 employees Used weekly for less than 2 years Review source Reviewed January 2025 Certent review 4 Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality 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. Read More LW Lynne W. Verified reviewer Pharmaceuticals 501-1000 employees Used daily for more than 2 years Review source Reviewed September 2025 Certent Equity Management - Streamlined Workflows and Expert Support 5 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 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More KG Katie G. Verified reviewer Financial Services 5001-10000 employees Used daily for more than 2 years Review source Reviewed September 2025 Highly recommend Certent 5 Our experience has been fantastic. Our client services manager goes above and beyond to support our business. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More AS Anouar S. Verified reviewer Writing and Editing 2-10 employees Used weekly for less than 6 months Review source Reviewed February 2025 Reliable and User-Friendly Equity Management Solution 5 Overall, Certent Equity Management is a robust and efficient tool for managing equity plans. Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report customization and support response times, the platform delivers significant value and has positively impacted our equity management processes. Ratings Breakdown 4 Ease of use 3 Value for money 3 Customer support 5 Functionality Pros: Certent Equity Management offers a user-friendly interface that simplifies navigation and reporting. The platform provides real-time statistics and flexible reporting features, which are particularly beneficial for managing various equity awards. Additionally, the customer support team is responsive and knowledgeable, assisting with timely resolutions to queries. Cons: Some users have noted that certain reports could be improved for better visibility. For example, specific columns in reports may require manual adjustment to enhance readability. Additionally, while the platform is intuitive, initial setup can be complex, and customer support response times may sometimes be slower than expected. Read More MC Marie C. Verified reviewer Consumer Goods 201-500 employees Used weekly for more than 2 years Review source Reviewed September 2025 Useful and user friendly stock comp tool 4 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 4 Ease of use 4 Value for money 5 Customer support 4 Functionality 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. Read More VR Verified Reviewer Non-Profit Organization Management 11-50 employees Used weekly for less than 6 months Review source Reviewed October 2025 Certent Equity Management: A robust solution for complex equity plans 4 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 4 Ease of use 4 Value for money 5 Customer support 5 Functionality 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. Read More VR Verified Reviewer Alternative Dispute Resolution 11-50 employees Used weekly for less than 6 months Review source Reviewed February 2025 Streamlined Equity Management with Certent 5 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 4 Ease of use 5 Value for money 4 Customer support 3 Functionality 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 Read More Showing 1 - 10 of 85 Reviews [See All Reviews](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/) ## Certent Equity Management Popular Comparisons [Vestd vs Certent Equity Management](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/vs/vestd/)[SeedLegals vs Certent Equity Management](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/vs/seedlegals/)[Carta vs Certent Equity Management](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/vs/certent-equity-management/) [Compare All Alternatives](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/alternatives/) ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **510** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.5** (187) Recently recommended **63** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **25** times [MIP Accounting](https://www.softwareadvice.com/product/121198-MIP-Accounting/) **4.1** (69) Recently recommended **9** times Stuck Between Options? 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