# Compare Capdesk  vs Certent Equity Management 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Capdesk  and Certent Equity Management based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/179920-236476/Capdesk-vs-Certent-Equity-Management

---

# Capdesk vs Certent Equity Management Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Capdesk Certent Equity Management2/4 selected

[Capdesk](https://www.capterra.com/p/179920/Capdesk/) [4.8 (30)](https://www.capterra.com/p/179920/Capdesk/reviews/)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

[## Capdesk](https://www.capterra.com/p/179920/Capdesk/)[4.8 (30)](https://www.capterra.com/p/179920/Capdesk/reviews/)

Starting Price

£119.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.3

Customer Service

4.8

Reviews Sentiment

RV

Based on [30 reviews](#user-reviews)

Positive

30

Neutral

0

Negative

0

[## Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.6 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

Starting Price

Contact vendor

Value-for-Money

4.4

Functionality

4.4

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [85 reviews](#user-reviews)

Positive

84

Neutral

0

Negative

1

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## Summary

* * *

Features in Equity Management Software

Best performer

34 / 37

Only Capdesk

-   Client Portal
-   CRM
-   Customizable Reports

18 / 37

Only Certent Equity Management

-   Public Equity

User satisfaction

User satisfaction

4.8

User reviews[30](https://www.capterra.com/p/179920/Capdesk/reviews/)

Ease of use

4.3

Functionality

4.5

Value for money

4.5

Customer support

4.8

User satisfaction

4.6

User reviews[85](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

Ease of use

4.5

Functionality

4.4

Value for money

4.4

Customer support

4.8

Price starts from

Price starts from

£119Flat Rate, Per Month

-   Free version
-   Free trial

Price starts from

\--

-   Free version
-   Free trial

Best for

Best for

CFOs and CEOs looking to move away from unreliable spreadsheets People Ops Leads automating employee share schemes and giving employees full transparency over their share option plans

Best for

Private and public companies of all sizes and stages, from start-up to enterprise in all industries.

## User reviews

Pros & cons

Not enough reviews

VR

Verified Reviewer

Ops Lead

> "It provides a powerful, reliable engine for administering complex equity plans, backed by a strong and expert support team."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7034850)

LW

Lynne W.

Senior Director, SEC Reporting and Technical Accounting

> "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"..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7009910)

JO

Joshua O.

Teacher

> "People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts")."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7054544)

RB

Rachel B.

Manager of Financial Reporting

> "The system is not incredibly intuitive (but then again, neither is equity management in general). When entering new grants and/or recording various transactions in..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

LW

Lynne W.

Senior Director, SEC Reporting and Technical Accounting

> "sensitive content hidden\] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7009910)

VR

Verified Reviewer

ceo

> "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..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6703628)

AS

Anouar S.

blogger

> "Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6702599)

KO

Kenneth O.

Sr. Manager of Financial Reporting

> "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."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6262482)

IC

Ishit C.

CEO

> "Certent Equity Management is a powerful tool for tracking and managing equity, offering strong automation and reporting features."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6706181)

SK

Sara K.

Stock Administrator and Legal Resource

> "Submitting a ticket for urgent help has been frustrating when I really needed help in the moment and couldn't wait 24-48 hours."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273176)

MC

Marie C.

Associate Director Financial Reporting

> "Their website is easy to navigate and we are able to get our monthly expense and all of our quarterly disclosures from their reports. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___7005915)

Komail R.

Manager, Financial Reporting

> "Sometimes reaching out to customer service does not yield a quick enough response."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6289534)

PW

Peter W.

Sr. HR Manager

> "The software makes it easier to stay compliant with SOX requirements, reports are fast and easy to generate, integrates well with Workday and brokerage firm."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6660554)

RB

Rachel B.

Manager of Financial Reporting

> "I also don't enjoy how frequently the passwords reset in the system."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

Iltaf H.

IT Admin

> "Overall, users appreciate the robust features and support offered by Certent Equity Management, but there are areas for improvement, particularly regarding the user..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6704528)

KY

Ken Y.

Manager, HRIS and Compensation

> "Navigation is clunky. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273179)

RB

Roger B.

Financial Reporting

> "I am extremely happy with the functional capabilities this software provides our Company, as well as very satisfied with the working relationships established with..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6278564)

JN

James N.

SVP Finance and Treasury and Chief Accounting Officer

> "There is nothing that I can think of that fits this category."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6278827)

OT

Olivia T.

Tutor

> "The automation features save time and reduce errors in compliance and financial reporting."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6686139)

KB

Kathleen B.

CFO

> "Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2411818)

RB

Rachel B.

Manager of Financial Reporting

> "Also, the "help" topics section is very user-friendly and has a lot of great resources to help me navigate the system and answer my own questions."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6282183)

BS

Brie S.

Assistant Controller

> "Not having 162m reporting is a downfall and reports are very lengthy, with more columns that almost anyone would use."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2409536)

NS

Navneet S.

Accountant

> "The reliability and efficiency of the software exceeded my expectations. If you are looking for a robust and efficient equity management solution, this is a great..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6702249)

CE

Christopher E.

Corporate Controller

> "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."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2394660)

SK

Sara K.

Stock Administrator and Legal Resource

> "I love that there is a "sandbox" for testing changes and uploading data before doing so in production. "

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6273176)

BS

Brie S.

Assistant Controller

> "You can customize the layout of your reports, but that is also very time consuming."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2409536)

KO

Kenneth O.

Sr. Manager of Financial Reporting

> "It's always important to have a good, dependable customer service representative at third-party service providers - especially equity management because some..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6262482)

SS

Sandra S.

VP Corporate Controller

> "The broker link with Merrill Lynch is not set up to accept Dividend / DEU accruals."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2394703)

MC

Meredith C.

Corporate Compensation Manager

> "Also, our insightsoftware representative,\[sensitive content hidden\] and her team are extremely responsive and diligent with our inquiries, updates, and reporting..."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6267088)

CP

Carolyn P.

VP Corporate Controller

> "Broker interface is lacking functionality, especially for performance shares."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2395415)

YS

Yusuf S.

Owner

> "overall experience with Certent Equity Management is the user friendly interface it offers and if you need help amazing customer support it offers as well."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6684121)

SS

Steven S.

VP HR

> "It feels more like a Microsoft product that I have to learn rather than an apple product."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2396477)

RK

Ritesh K.

VP

> "The system has great details and is able to understand quite a bit of variations and nuances."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___6673583)

AC

Adam C.

Director of Equity Compensation

> "The software is missing some key features that will impact the future."

[See full review](https://www.capterra.com/p/236476/Certent-Equity-Management/#Capterra___2412268)

[View Reviews](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

## User interface

[Capdesk](https://www.capterra.com/p/179920/Capdesk/)

4.83 (30)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)

4.58 (85)

### Features

Capdesk

Top features

34/37

-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Management
-   Audit Trail
-   Cap Table Management
-   Client Portal
-   Compliance Management
-   CRM
-   Customizable Reports
-   Deal Management
-   Document Management
-   Document Storage
-   Financial Analysis
-   Financial Management
-   Financial Modeling
-   Forecasting
-   Generative AI
-   Grant Management
-   Investor Reporting
-   Multi-Currency
-   Performance Metrics
-   Portfolio Management
-   Private Equity
-   Public Equity
-   Real-Time Analytics
-   Real-Time Data
-   Reporting & Statistics
-   Role-Based Permissions
-   Scenario Planning
-   Third-Party Integrations
-   Transaction History
-   Valuation Management
-   Vesting Management
-   Workflow Management

[See all features](https://www.capterra.com/p/179920/Capdesk/#features)

Certent Equity Management

18/37

-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Management
-   Audit Trail
-   Cap Table Management
-   Client Portal
-   Compliance Management
-   CRM
-   Customizable Reports
-   Deal Management
-   Document Management
-   Document Storage
-   Financial Analysis
-   Financial Management
-   Financial Modeling
-   Forecasting
-   Generative AI
-   Grant Management
-   Investor Reporting
-   Multi-Currency
-   Performance Metrics
-   Portfolio Management
-   Private Equity
-   Public Equity
-   Real-Time Analytics
-   Real-Time Data
-   Reporting & Statistics
-   Role-Based Permissions
-   Scenario Planning
-   Third-Party Integrations
-   Transaction History
-   Valuation Management
-   Vesting Management
-   Workflow Management

[See all features](https://www.capterra.com/p/236476/Certent-Equity-Management/#features)

### Recognition

No recognitions have been awarded to Capdesk

No recognitions have been awarded to Certent Equity Management

### Deployment & support

Capdesk

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Certent Equity Management

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Capdesk

-   By Capdesk
-   Located in United Kingdom
-   Founded in 2015

Certent Equity Management

-   By insightsoftware
-   Located in United States
-   Founded in 2018

## Popular Comparisons

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.58 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

vs

[Vestd](https://www.capterra.com/p/207791/Vestd/)[4.88 (97)](https://www.capterra.com/p/207791/Vestd/reviews/)

Contact vendor for pricing

Price

£25/month

4.4

Features

4.7

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/207791-236476/Vestd-vs-Certent-Equity-Management)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.58 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

vs

[WOWS Equity](https://www.capterra.com/p/10002315/WOWS-Cap-Table/)[4.75 (88)](https://www.capterra.com/p/10002315/WOWS-Cap-Table/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.4

Features

4.6

4.5

Ease of Use

4.7

[View full comparison](https://www.capterra.com/compare/236476-10002315/Certent-Equity-Management-vs-WOWS-Cap-Table)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.58 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

vs

[Eqvista](https://www.capterra.com/p/184325/Eqvista/)[4.84 (25)](https://www.capterra.com/p/184325/Eqvista/reviews/)

Contact vendor for pricing

Price

$2/month

4.4

Features

4.8

4.5

Ease of Use

4.9

[View full comparison](https://www.capterra.com/compare/184325-236476/Eqvista-vs-Certent-Equity-Management)

[Certent Equity Management](https://www.capterra.com/p/236476/Certent-Equity-Management/)[4.58 (85)](https://www.capterra.com/p/236476/Certent-Equity-Management/reviews/)

vs

[Carta](https://www.capterra.com/p/220278/Carta/)[4.19 (62)](https://www.capterra.com/p/220278/Carta/reviews/)

Contact vendor for pricing

Price

Contact vendor for pricing

4.4

Features

4.1

4.5

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/220278-236476/Carta-vs-Certent-Equity-Management)