# Page 4 | Certent Equity Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Certent Equity Management the right Investment Management solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/236476/Certent-Equity-Management/reviews --- Certent Equity Management 4.6 (85) [View alternatives](https://www.capterra.com/p/236476/Certent-Equity-Management/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 4 - Reviews of Certent Equity Management ## Showing most helpful reviews Showing 76-85 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BW Brooks W. SDR Manager Computer Software Used the software for: 1-2 years ### "This may be the worst software I have used. Ever. " March 6, 2020 1.0 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 Review Source Response from insightsoftware September 23, 2020 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. KB Kathleen B. CFO Biotechnology Used the software for: 1-2 years ### "Certent Review" September 24, 2020 4.0 Overall, moving away from spreadsheet tracking for options to Certent has been great! Pros Keep all of our equity management in one platform! Cons Unable to upload change in control RSUs due to no determine vesting date and do not wish to use a future date. Alternatives considered [J.P. Morgan Workplace Solutions](https://www.capterra.com/p/179918/J-P-Morgan-Workplace-Solutions/) Reason for choosing Certent Equity Management Recommended by our Broker Review Source JL Jeff L. Cloud Application Engineer Computer & Network Security Used the software for: Less than 6 months ### "Simple and easy to use interface" July 17, 2018 5.0 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. Review Source AP Anjali P. Used the software for: ### "Certent for equity" October 6, 2016 4.0 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. Review Source TM Tushar M. Account Executive Information Technology and Services Used the software for: 1-2 years ### "Great equity management tool" February 25, 2023 5.0 Pros The UI and reporting in Certent are easy to use and help in keeping things transparent Cons No complaints, there are no downsides that I have come across so far Review Source JH Janet H. Supv- Legal & Equity Services Used the software for: ### "Very user friendly." November 10, 2015 5.0 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. Review Source RR Ronald R. CFO Used the software for: ### "I am the administrator of our stock option progam." November 14, 2015 4.0 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. Review Source MB Mike B. Finance Director Used the software for: ### "I am the security admin and I have read/Write access to our data. " February 22, 2016 4.0 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. Review Source MM Mia M. Stock Plan Mgr Used the software for: ### "Useful Product" November 10, 2015 5.0 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. Review Source SS Susan S. Executive Assistant Used the software for: ### "Extremely intuitive" November 10, 2015 5.0 I am always comfortable that if I have a question I have the support desk to help me. Review Source Similar Products Featured