Certent Equity Management vs Capdesk : Which is a better fit?

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.

Sometime there are accounting differences or errors generated in reports that are difficult to discover until something goes wrong.

The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good.

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.

Brian B

Operations Associate

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

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

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.

Reconciling from our old system to the new system was a pain point, but this is mostly due to the lack of functionality in our old system.

The secondary share market link is an interesting value add that I am sure most share holders will appreciate.

Adding features all the time so mitigated but some features were missing.

Superb team, very knowledgeable and a pleasure to work with.

It is a bit expensive but I haven't used all available features so this is possibly why I feel I am not getting value for money.

Amazing customer care helping and guiding through product.

Quirky UI, bit difficult to always find what you want. Setting up new bearers is a bit cumbersome.

Easy to add and amend records, full featured, reporting is easy to obtain and well formatted. Useful mailing features and self help for users once set live.