Certent

Certent Equity Management

4.5 / 5 9 reviews

Who Uses This Software?

Certent has helped more than 2,400 public, private, and pre-IPO companies worldwide innovate their stock plan and financial reporting processes.


Average Ratings

9 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Certent
  • www.certent.com
  • Founded 2002
  • United States

About Certent Equity Management

Streamlines and simplifies how businesses track, manage, and report equity compensation. - visibility into real-time equity compensation data - financial reporting to meet all SEC and proxy requirements, including FAS123R/ASC718 - flexibility to choose your own broker and integrate with other platforms - detailed audit trails - employee portal to view and accept grants, exercise options - transition from private to public company reporting without changing systems - SSAE16 certified


Certent Equity Management Features

  • Bonus Management
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Employee Reward Programs
  • Incentive Programs
  • Organizational Charting
  • Salary Planning

Certent Equity Management Reviews Recently Reviewed!


Strong little product for Stock Options

Aug 16, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Pros: 1. Great product for stock options

2. Help menu is very good

Cons: 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!

Overall: 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.

Review of Equity Management

Jan 24, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Easy to run reports

Cons: 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.

Overall: 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.

Certent for equity

Oct 06, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: I recently just started using Certent in the last few months. I think Certent offers a valuable service, I mean without it I would have no idea what to do with all the information that comes from our cap tables. I'm just starting to learn about equity administration and Certent has been a huge help in getting my started. They also have great customer service - although this is only via email and not phone from what I have seen. The one thing I will say about Certent is that it's not very easy to get up to speed on, but once you are up to speed it makes everything a lot easier. i was luck enough to have a full training from the previous Certent admin so that helped a lot.

Very user friendly.

Nov 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have used this software for over seven years. Certent allows me to accurately track all stock options and restricted grants, providing management and accounting with accurate reports. System can be set to automatically run reports at month end allowing us to close much faster. The preparation of proxy reports/schedules is accomplished by printing a few reports. The employee portal allows our employees to access their information 24-7. Customer service is exceptional, they respond quickly and resolve issues in a very timely manner.

Simple and easy to use interface

Jul 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Our company use it for option grants, and I as a user find it pretty easy to use.

My previous company used eShares (carta), and I think carta has a lot of stuff on the site, takes time to click around to understand everything (still very easy to use). Certent is a bit simpler.

Cons: I am just a user with limited access on the dashboard, there is not really a lot of things I can do on the site. For the things I can do on the site, I think it's pretty straight forward and simple, don't have any problem with it.

I am the administrator of our stock option progam.

Nov 13, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The software is simple to use and has standardized reports for every function I require from status of grants, exercises, vestings and terminations through to all of the required financial statement disclosures and audit support schedules. Additionally, outputs are easily generated to support the Black Scholes valuation. Its all very simple and has made our administrative and financial reporting process efficient and reliable.

I am the security admin and I have read/Write access to our data.

Feb 22, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I think the software works fairly well for our needs. I think the main pro is that the system is fairly easy to use for the functions you utilize most often. The cons are I would like to see a different option for dividend value reporting, There are a couple data points required for our annual 10K filing that are not included on the disclosure report which requires me to run additional data to get what I need.

Useful Product

Nov 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros:

User friendly

Accurate reporting

Vast functionality and features

Prompt technical support

Cons:

Monthly Option Expense reporting slow

Time-out feature too fast

I've been using Certent for over 5 years and the software has developed extremely. I am very satisfied with all of the features/tools and would highly recommend this product.

Extremely intuitive

Nov 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am always comfortable that if I have a question I have the support desk to help me.