Happy with the product and customer service team.

Certent equity management is user friendly, and easy to navigate. Customer service team is very supportive and always available to support you.

The link between BAML and Certent isn't seamless - there are some quirks that require workaround.

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.

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.

Awful. Just Awful.

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.

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

The product works for what we need it to do. It provides us with reports needed for disclosure support, SBC JEs, Beneficial Ownership calculations, future vesting for forecasting. But the best thing as I mentioned above is our customer service. It's always important to have a good, dependable customer service representative at third-party service providers - especially equity management because some transactions can get complex. We've had many complex transactions that [sensitive content hidden] and the Accounting team have helped us out of.

My favorite thing about working with Certent Equity Management is the customer service. [sensitive content hidden] Carlson is our Sr. Client Service Manager and she has been since I have been with the company (6 years). [sensitive content hidden] is always available and willing to help and so patient with our team. She set up bi-weekly meetings with HR and Finance teams to talk about any issues. Many times I would ask the same questions but she would answer without hesitation. Running and using reports is easy, and help system with videos is a great idea and has helped me many times with Black Scholes calculations or EVF changes. Accounting team always there to help as well - providing calculations as we need them.

Not really user friendly if we want to create new reports - Certent would do it for us. Reports already created have a lot of unnecessary columns on them when they are run and there was no way for us to customize to what we needed. Being on the west coast when we are on the east isn't helpful either when we have an early morning question.

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.

N/A - I have zero complaints or concerns with Certent

Certent Equity Management is user friendly and easy to navigate. The customer service team is by far the best I've ever worked with.

There is nothing I don't like about Certent Equity Management.

Overall, very happy with the service. I rely very heavily on Certent and the Customer Service.

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.

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 has worked well and I am happy with the how we are are able to navigate with the module. Reporting gets the job done as there are standard reports for practically all our needs. Customer service is top notch. They respond very quickly to cases and provide accurate information.

The system is pretty simple to use once you learn how to navigate through the different menu's. There is definitely a learning curve but once you learn how everything trickles down it makes tracking of equity a lot simpler.

Navigation is clunky. Wish it could be more interactive from an admin perspective.

The system is user friendly and the standard reports available meet our monthly reporting needs. Reports are flexible and can be filtered in variety of ways for different purposes. Also, our insightsoftware representative,[sensitive content hidden] , and her team are extremely responsive and diligent with our inquiries, updates, and reporting needs.

Our plan is complex and Certent does a great job of helping us manage critical inputs and tracking.

The Team that has helped us implement the product was fantastic. They walked us through the process and truly held our hand to ensure we were setting it up properly. Armed with the software our Equity Management has become smooth and manageable vs. an extremely challenging task.

I would like a more innovative UI/UX experience but that's only because I'm a tech nerd that way.

The Certent Equity Management is user friendly and easy to navigate and is especially helpful to see the real-time and point in time statistics. The reporting functionality makes it easier to have reliable and efficient reporting. The customer service team is also great to work with, they are very knowledgeable about all types of awards and are timely on their responses. Our customer service representative [sensitive content hidden] has been a great partner to us.

Just like all systems, there are sometimes minor quirks in the reports, but once you get the hang of functionality, it is easy to use going forward.

Positive, especially our working relationship with our customer care manager.

Real-time equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. We do not use the system for dividend/DEU calculations. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Certent reporting saves us hours/days of manual tracking in excel. Also, our main relationship manager is extremely responsive and patient with our requests/questions.

Since Certent is not a broker, when we changes from private to public, the connection with a broker has been very challenging. Almost like duplicative work and coding. Albeit, it seems like Certent's customer services is much better than the broker so we are hoping that once connection is made, we won't have any future broker/record keeper issues. Also, it would be valuable if Certent offered the ability to calculate cash dividends (not DEUs), so that we don't have to track in excel. But this is not a deal breaker.

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.

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.

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.

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.

I really enjoy working with our team as they are very supportive.

First of all, [sensitive content hidden] 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 monthly reporting needs. We were considering adding these services to our brokerage provider (to consolidate) but decided against it as their Equity Management support does not even compare close. I also like the fact that the File Management features are now within the Certent Equity Management system.

Just like all systems, there are sometimes minor quirks in the reports, but [sensitive content hidden] and her team address them quickly.

Really good. I would absolutely recommend this software.

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.

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).

Customer support is always there. I feel like I can call them for anything.

Customer support needed at times. I feel like have to call often.

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.

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.

Some of the report generation menus can be difficult to navigate to find the report that I need. There is a lot of reports available. There is a star feature that can be used to quickly find commonly used reports. Which is helpful.

Ease of use, user interface friendly, great and timely customer support

Sometimes there have to be workarounds for unique situations

The overall benefit of using Certent is that it has save us time during month-end.

Ever since our Company migrated over to Certent and away from the our options spreadsheet, it has made our equity management easier from tracking of new option awards to expense recognition during month-end closes.

The least I like about this software is the HRPC and broker integration piece. There are many tasks that still have to be done manually in the integration piece. For example, when we terminate employee in our HR/Payroll system, termination does not feed over properly. Date of birth for new hires does not feed properly as well.

I like that we are able to easily load mass data into the system, easily run monthly journal entries, and quickly run a few reports to put together our quarterly SEC disclosures.

The features available in the software have not changed much over time. Not having 162m reporting is a downfall and reports are very lengthy, with more columns that almost anyone would use. You can customize the layout of your reports, but that is also very time consuming.

We use Armanino as our service provider and they answer tough questions quickly so overall we are very satisfied with the software. System is pricey but from what I know is in the range of other products.

1. Great product for stock options 2. Help menu is very good

1. The equity side (non stock options) needs to be improved - warrants, preferred and common shares. 2. Modifications require manual entry, would be nice to incorporate into the system (even if input was manual) 3. We still have a bug for options issued prior to implementation. We issued a % completion on PNQ's which resulted in "fractional shares" that the system could not figure out. It would be good if they could just round DOWN!! 4. Seems like we should only have to pay for current option holders, not ones from the beginning of time. We now pay for the stock option system each year which is a little pricey!

they've been great. Knowledgeable, responsive and helpful.

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.

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.

We've had a pretty good experience so far with Equity Management from Certent. The reports are very easy to run and information is easy to find, however every once in a while will have an issue running the reports with not getting any data returned. There also isn't a great way to export to Excel for some of the reports I run and when you copy and paste the data the formatting isn't pretty.

Easy to run reports

Exporting the data to Excel doesn't always work, there's not an easy way to do it and the copy/paste function into Excel messes up the formatting.

The ease of use and accuracy. We do some complicated transactions and it always delivers.

Broker interface is lacking functionality, especially for performance shares.