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Certent Equity Management

Certent Equity Management Review: Is It The Right Equity Management Software For Your Team?

Best for Mid-market · Enterprise

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Certent Equity Management offers custom pricing plan

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What is Certent Equity Management?

Certent has been a pioneer in the field of technology that enables companies to measure and track equity in a simple yet powerful way. Certent's Equity Management Software uses a Microsoft Windows platform and utilizes the Microsoft .NET framework to provide many different analytical tools that easily integrate into and enhance corporate processes.

Pricing

  • Certent Equity Management offers custom pricing plan

Best For

Designed for mid-market and enterprise teams

Security & Compliance

  • Data residency:🇺🇸

Certent Equity Management was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Certent Equity Management

Use cases
Stock-based compensation accounting, Equity program administration, Financial reporting and compliance
Team types
Finance teams, Equity compensation administrators
Company size
Medium Business, Large Enterprises
Workflow style
Enterprise-focused and process-heavy
Setup complexity
Medium

Why teams choose Certent Equity Management

  • Streamlines stock-based compensation accounting and reporting

  • Integration with broker software and financial statement preparation

  • Diverse reports and user-friendly functionalities

Is Certent Equity Management right for you?

Best for streamlined stock-based compensation accounting in medium to large firms.

Choose Certent Equity Management if

  • You need strong integration with broker software for equity management.
  • Your finance or accounting team requires comprehensive, diverse reporting tools.
  • You want to automate and simplify equity program administration and compliance.

Consider alternatives if

  • Your team prioritizes highly customizable reporting features.
  • You require an exceptionally user-friendly, intuitive interface.

What buyers should know before shortlisting Certent Equity Management

Certent Equity Management is widely praised for its ability to streamline stock-based compensation accounting and reporting processes, saving companies significant time and effort. Users appreciate features like linking to broker software, preparing financial statements, and easy data uploads.

The platform's diverse reports and user-friendly functionalities have been highlighted as key strengths, aiding in efficient equity program administration and compliance. While some users find the system slightly lacking in user-friendliness and customization options for reports, the overall consensus is positive.

The customer service team receives high praise for their responsiveness and expertise, ensuring a seamless experience for users. Some users noted minor issues with reporting tools and response times for support but emphasize the platform's effectiveness in managing equity activity.

Overall, Certent's platform is commended for its robust capabilities, excellent customer service, and ease of use, making it a valuable tool for equity management and reporting needs.

Pros and cons

Certent Equity Management pros and cons

  • Certent Equity Management pros
  • Streamlines stock-based compensation accounting and reporting

  • Integration with broker software and financial statement preparation

  • Diverse reports and user-friendly functionalities

  • Certent Equity Management cons
  • Some users find the system slightly lacking in user-friendliness

  • Limited customization options for reports

3.1/5 rating
71 verified reviews

Ready to try it?

Get started with Certent Equity Management

Connect with the team for a personalised demo.

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See how it stacks up

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What is the pricing of Certent Equity Management?

Certent Equity Management uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingCertent Equity Management offers custom pricing
Pricing Model
Quotation Based

Certent Equity Management reviews and ratings

Buyer sentiment

Buyers generally appreciate the software’s reporting capabilities and integration features but note some usability and customization limitations.

What buyers like

  • Streamlined accounting and reporting
  • Integration with broker software
  • Diverse reporting options

Common complaints

  • User-friendliness issues
  • Limited report customization

3.1

Good

Based on 85 ratings & 71 reviews

Rating Distribution

Excellent

(48)

Very Good

(22)

Good

(0)

Poor

(1)

Poor

(0)

What users are saying

BS

Brie S

11/17/20

4.5 out of 5

Excellent Stock-Based Compensation Accounting and Reporting Software

What do you like best? With the ability to link the software to the broker's software, prepare/export monthly journal entries, and prepare ...

Read more

LN

Laura N

11/11/20

5 out of 5

Quality Service

What do you like best? The Certent Equity Management platform is an essential part of me managing our stock options and ESPP contributions. The ...

Read more

AI

Administrator in Computer Software

08/26/20

4 out of 5

Basic and easy to use for equity management

What do you like best? This is a relatively simple, intuitive, and easy to navigate system. What do you dislike? The UX could definitely use ...

Read more

AI

Administrator in Biotechnology

08/18/20

4 out of 5

Great Platform for Public Companies

What do you like best? The Certent platform is excellent when it comes to public company compliance and reporting - they provide SOC 1 reports for ...

Read more

AI

Administrator in Retail

08/14/20

4.5 out of 5

Reliable Equity Management Platform

What do you like best? The reports in Certent are very helpful. The reporting tool enables us to save favorites for each quarter-end, and also ...

Read more

UI

User in Oil & Energy

08/13/20

4 out of 5

Software has extensive capabilities, make sure you understand them first.

What do you like best? The software is pretty easy to use once you get a good understanding of how to use it. What do you dislike? Since I ...

Read more

Security & Compliance

Certent Equity Management security and data handling

Key compliance certifications and security features for IT and security teams evaluating Certent Equity Management.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Certent Equity Management Support Options

Customer ServiceOnline
LocationRoseville, California

Frequently Asked Questions About Certent Equity Management

Common questions buyers ask before choosing Certent Equity Management.

Certent Equity Management is a strong fit if: You need strong integration with broker software for equity management.; Your finance or accounting team requires comprehensive, diverse reporting tools.. Consider alternatives if: Your team prioritizes highly customizable reporting features.; You require an exceptionally user-friendly, intuitive interface..

Buyers commonly note the following limitations of Certent Equity Management: Some users find the system slightly lacking in user-friendliness; Limited customization options for reports; Pricing is quotation based and not publicly available.

Some top alternatives to Certent Equity Management includes Corporify, OptionTrax, Tyke, WOWS Cap Table and Captable.io.

Certent Equity Management offers Quotation Based pricing model

We don't have information regarding integrations of the Certent Equity Management as of now.

The starting price is not disclosed by Certent Equity Management. You can visit Certent Equity Management pricing page to get the latest pricing.

Ready to try it?

Get started with Certent Equity Management

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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