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.

Overall, a great product with great features at a moderate price.

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.

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 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 budget monthly and monitor my credit score as well as account balances is top tier. The interface is also incredibly intuitive and user-friendly.

There are so many things I love about this app.

Great for anyone who wants to grow financially. You can be an absolute beginner as Mint does all the work for you once you set up your accounts and custom reports.

The best alternative for personal finance tracking.

I love that Mint connects with all of your credit cards, bank accounts, and loans and gives you an easy to read list of balances, due dates, progress towards goals, and much more.

Mint is a phenomenal program to help me keep track of every penny (pretty much) that is going in and out of my various accounts daily. Additionally, I can track bills and get suggestions.

I like how this software categorized my spending habits, provides useful and simple ways to save money and tracks my spending.

There's some learning curve with this software but overall once I got hang of it it's pretty useful for keeping track of daily and big expenses.

It’s updated in real time so it is my  right now numbers. I love to track my progress.

No integration with Turbo Tax or any tax software for filing taxes online.

For those who have many credit & checking accounts across a wide variety of banks, Mint is one of the best solutions out there to easily track your spending.

I like how the program provides a simple, elegant interface for tracking a wide variety of financial components all in one place.

Super easy to add all a points from checking to credit and loans. Mint gives me an Instant and full picture of all my expenses and investments.

Sometimes the app still can’t differentiate different transaction and made mistake, which messes up the budget cap for each categories.

Being able to budget and track my finances simply and clearly.

I really do not like having to link it to my accounts though. It’s a small risk but still a risk.

Also, you have to share all your passwords with Mint, which some people will be uncomfortable with.

I am very happy with this program and will continue to recommend it to all of my friends.

I use Mint to keep track of my personal finances. It's easy to use and has a lot of great features.

I love that I can use Mint to track my personal spending. It’s great that you can link your bank accounts and see where your money is going each month.

It has excellent integration and works with multiple banks.

Some purchases are not updated quickly and will be placed in wrong categories.

Can be difficult to find my monthly budget, which I use most, particularly as new updates push it far down the page.

My main negative remark is that the application disconnects from the financial accounts often and I need to re-sign in a lot.

And sometimes my linked bank account will be unlinked. I haven't figured out what caused this problem.

Can be tricky when my bank account won’t stay linked or the app feels a bit clunky, but overall love using it.

It makes it really easy to visually see your spending habits. I also like how Mint suggests different credit cards for you and shows you how much you can save and perks for each card.

Great concept, easy to use, quick understanding of your finances with easy to read snapshots.

I liked the fact that it helps you keep track of your spending. It is a good practice to keep things orderly and professional financially.

I've had great success creating budgets and tracking down different transactions using the Mint interface.

Very comfortable and easy to navigate and review the bank and credit card accounts.

Once I connected all my accounts this is a great way to have a consistent snapshot of my financial standing on a daily basis.

I love how easy it is to export financial data into excel to further analyze. I also like the built in graphics and reports mint gives to help me get a quick understanding over my financials.

This software is really easy to connect to your accounts and extract data quickly. You can get a real overview of your expenses.

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

Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear picture of your spending, budgeting and investing. Use Mint to track your spending and set budgets, pay off debt faster, save money on interest and late fees.

Certent Equity Management vs Mint

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