Certent Equity Management
About Certent Equity Management
Certent Equity Management Pricing
Contact Certent for detailed pricing information.
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Certent Equity Management
1 - 5 of 29 Reviews
Brian
Financial Services, 201-500 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed 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.
PROSCertent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.
CONSWhile 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.
Christopher
Biotechnology, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2020
Functional and Supported... but Expensive.
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.
CONSIt 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
Brooks
Computer Software, 1,001-5,000 employees
Used monthly for less than 2 years
OVERALL RATING:
1
EASE OF USE
1
FUNCTIONALITY
1
Reviewed March 2020
This may be the worst software I have used. Ever.
Awful. Just Awful.
PROSThrough 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.
CONSThey 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
Adam
Hospital & Health Care, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2020
Solid stable platform
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.
CONSThe 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.
Sandra
Construction, 501-1,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed September 2020
Ease of Use
Really good. I would absolutely recommend this software.
PROSThis 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.
CONSThe 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).
Reason 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