About Certent Equity Management

Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk.

Equity Administration
Streamline the entire equity process from grant processing through to exercise and settlement.

Equity Financial Reporting
Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform.

Broker & HR Payroll Connectors
Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database.

Equity Compensation Services
Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs.

Cap Table Management
Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Key benefits of Certent Equity Management

  • Users are able to transmit information seamlessly between existing data sources, as well as choose their broker of choice and Payroll/HR provider.

  • Certent offers an expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant.

  • The self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement.

  • Users can ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements.

  • Certent helps organizations increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting.

  • Devices

    Business size

    S M L

    Markets

    Canada, United States

    Supported Languages

    English

    Features

    Total features of Certent Equity Management: 31

    • Activity Tracking
    • Audit Management
    • Audit Trail
    • Cap Table Management
    • Compensation Statements
    • Compliance Management
    • Data Import/Export
    • Data Storage Management
    • Deal Management
    • Document Storage
    • Email Alerts
    • Employee Reward Programs
    • Employee Self Service
    • Grant Management
    • Incentive Management
    • Investor Reporting
    • Options Management
    • Participant Portal
    • Private Equity
    • Project Management
    • Public Equity
    • Real Time Analytics
    • Real Time Data
    • Real Time Reporting
    • Reminders
    • Reporting & Statistics
    • Rewards Management
    • Search/Filter
    • Self Service Portal
    • Tagging
    • Vesting Management

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    Reviews

    Overall rating

    4,4 /5
    (27)
    Value for Money
    4,2/5
    Features
    4,1/5
    Ease of Use
    4,3/5
    Customer Support
    4,8/5

    Already have Certent Equity Management?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 27
    Brian C.
    Overall rating
    • Industry: Financial Services
    • Company size: 201-500 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Great for Tracking Equity Compensation

    Reviewed on 2020/02/04

    Overall, I like Certent. It is a simple tool to help me keep track of my stock options.

    Overall, I like Certent. It is a simple tool to help me keep track of my stock options.

    Pros

    Certent is great to help me understand my equity grants. It, very clearly, lists out my grants and any relevant information.

    Cons

    While 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 E.
    Overall rating
    • Industry: Biotechnology
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Functional and Supported... but Expensive.

    Reviewed on 2020/09/15

    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.

    Response from Certent

    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.

    Brooks W.
    Overall rating
    • Industry: Computer Software
    • Company size: 1 001-5 000 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 0.0 /10

    This may be the worst software I have used. Ever.

    Reviewed on 2020/03/06

    Awful. Just Awful.

    Awful. Just Awful.

    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

    Response from Certent

    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.

    Adam C.
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 10 000+ Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Solid stable platform

    Reviewed on 2020/09/24

    Pros

    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.

    Cons

    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.

    Sandra S.
    Overall rating
    • Industry: Construction
    • Company size: 501-1 000 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Ease of Use

    Reviewed on 2020/09/15

    Really good. I would absolutely recommend this software.

    Really good. I would absolutely recommend this software.

    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).

    Response from Certent

    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.

    Showing 5 reviews of 27 Read all reviews

    Certent Equity Management FAQs

    Below are some frequently asked questions for Certent Equity Management.

    Certent Equity Management offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact Certent for detailed pricing information.

    We do not have any information about Certent Equity Management features

    Certent Equity Management has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Certent Equity Management supports the following languages:

    English

    Certent Equity Management supports the following devices:

    Certent Equity Management integrates with the following applications:

    Microsoft Excel

    Certent Equity Management offers the following support options:

    Email/Help Desk, Phone Support, Chat

    Related categories

    See all software categories found for Certent Equity Management.