Certent Equity Management Reviews in June 2026: User Ratings, Pros & Cons

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 financial statement footnotes for 10-Q and 10-K reporting, Certent saves our company a significant amount of time and effort around this process and compliance. Relatively easy to do award modifications when needed also. The upload templates make it easy to add large amounts of data in terms of grants and exercises in to the system. The availability ...

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 customer service team is outstanding. What do you dislike? No complaints. It is a fairly pricey service but it is necessary for our business. Recommendations to others considering the product: I am not familiar with any of Certent's competitor products but from a personal experience of managing equity awards in a spreadsheet, ...

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 a refresh - it's pretty bland/basic - but it doesn't impact the system's usability. This may be more important to us if our staff had access, rather than just our small admin group. What problems are you solving with the product? What benefits have you realized? The system allows multiple admin users to have different levels of access ...

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 audit comfort, reliable disclosure reports, and verifiable compensation expense calculations. What do you dislike? My one experience with Certent that was fairly negative was with their Accounting Services team a few years back - I haven't used them since, but I found their offerings didn't decrease my workload at all as an outsourced ...

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 makes it very easy to look up a variety of equity information in just a few minutes. I also really like that Certent is linked to ADP and Bank of America Merrill Lynch through the HR Connector tool to make our equity management process with our participants more seamless. What do you dislike? I dislike that we have to work through a help ...

Certent is a great solution for stock administration

What do you like best? Financial reporting functionality & online grant agreement functionalities What do you dislike? Custom reporting functionality & no functionality for viewing different tabs simultaneously without having to navigate away from other windows. Recommendations to others considering the product: Certent is a great platform for financial reporting. What problems are you solving with the product? What benefits have you realized? Stock Administration & ...

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 was not available for the training that Certent provides to new users, I have been mostly left to learn the software by myself which has caused some accounting issues. Recommendations to others considering the product: Low cost option with significant capabilities and good customer support. What problems are you solving with the ...

Great equity accounting and reporting software

What do you like best? What I like best about the software is its ability to handle a number of award types, from stock options to RSA/RSU's to PSU's. The system is set up to handle any scenario, and is easy to help you navigate thru complex transactions such as accelerations and other modifications. What do you dislike? Need to be able to customize reports. This will help provide a report specific to my needs Recommendations to others considering the product: Certent has ...

Certent just does it all.

What do you like best? The thing I like about Certent is the user interface is really easy to use. We looked at comparable systems by all the big names, and Certent was just the simplest to implement and use. What do you dislike? One downside is that the system only allows you to automate one kind of grant in terms of acceptance of the form. Luckily we mostly only use one type of equity awards but it would be great if it allowed automatic acceptance of multiple grant types so it ...

Equity Administration

What do you like best? Generally easy to use, and also support is in a timely manner. Most of time the support can answer your questions What do you dislike? Sometime there is glitch in the report. Also sometime loading is slow. Recommendations to others considering the product: Check with the price and function first to see if it can meet your need. What problems are you solving with the product? What benefits have you realized? Equity modification. Equity ...