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Certent Equity Management

Certent Equity Management Reviews in May 2025: User Ratings, Pros & Cons

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3.1

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Certent Equity Management Reviews & Ratings

3.1

Good

Based on 85 ratings & 71 reviews

Rating Distribution

Excellent

(48)

Very Good

(22)

Good

(0)

Poor

(1)

Terible

(0)

Expert's Review

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 ...Read more

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Showing 51-60 out of 71

AI

Administrator in Biotechnology

05/21/19

4.5 out of 5

Certent is the best product in the equity admin space

What do you like best? Certent technology is great and software is easy to use. The professional expertise/support is outstanding. The client support is very responsive What do you dislike? There is really no downside of it. Maybe Certent can continue to add or upgrade different functionalities based on actual inquiries and real life examples of clients. What problems are you solving with the product? What benefits have you realized? Accounting, Audit Trial, Run Useful ...

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MH

Michelle H

05/21/19

4.5 out of 5

Review of Certent

What do you like best? I like that all of my equity data is in one location. All of my employees can access their equity data on their portal. I also like that it handles the accounting aspects automatically. What do you dislike? I wish it had single sign-on using our Office 365 access rather than having separate account information to remember. What problems are you solving with the product? What benefits have you realized? It has streamline all of the equity management ...

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AI

Administrator in Utilities

05/21/19

4.5 out of 5

Certent has great customer service

What do you like best? They are quick with responses and always updating their services to meet customer needs and requests What do you dislike? I'm fairly new but sometimes things are buried in the headers. Using the help function works pretty well though. What problems are you solving with the product? What benefits have you realized? The biggest help with certent is that they allow us to do equity administration in reporting without the manual touches.

AI

Administrator in Food & Beverages

05/21/19

4 out of 5

Certent is a great equity comp partner

What do you like best? The team is readily available for questions and to provide updated reporting. What do you dislike? For some issues, it would be helpful to be able to update without submitting to Certent, i.e. address changes, etc. What problems are you solving with the product? What benefits have you realized? Certent manages out equity database and serves as a check and balance for internal audit purposes

UI

User in Financial Services

05/21/19

4 out of 5

connect with the link through single sign on - work with captive broker

What do you like best? The FIX connection works great for our employees, but most importantly for the end user that we primarily work with - the broker and its employees. Makes it transparent and easy for the employee to swing from portal to portal with single sign on. All files, transaction history, rewards and tax documents easy to find - one stop shop to view rewards and place trade - real time back to our system. What do you dislike? minor bugs here and there, but ultimately a ...

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AI

Administrator in Financial Services

05/21/19

4 out of 5

customer service

What do you like best? if i'm having a problem or issue, especially during implementation, customer service is very responsive and helpful. They are patient and explain things step by step and always follow up if an issue unresolved What do you dislike? I would love to see a more summarized page of the different option plans. Also, I am still struggling with using the amortization schedule for cash based equity compo What problems are you solving with the product? What benefits ...

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AI

Administrator in Banking

05/21/19

4 out of 5

Certent - Equity Compensation Management

What do you like best? The staff has been so helpful every time we call! The website also has many helps to learn the system. What do you dislike? Certent is working with another vendor of ours to iron out some of the problems we have had - so they always want to find a solution for us! I l love that! Go Certent! What problems are you solving with the product? What benefits have you realized? We have gained a streamlined equity compensation system. Certent has saved us so ...

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GP

Gina P

05/21/19

3.5 out of 5

Good platform

What do you like best? The system is pretty friendly and easy for someone to figure out without a lot a training. What do you dislike? We feel as if we have to put cases in for most actions that we complete in the system. What problems are you solving with the product? What benefits have you realized? We are solving our option and restricted stock problem with Certent. We have realized that we don't have realized that we don't have to use Excel anymore.

AI

Administrator in Mechanical or Industrial Engineering

05/07/19

4.5 out of 5

Certent Review

What do you like best? I do like the reporting reports that come out of Certent. What do you dislike? I had a hard time when they changed the look of Certent. Once I got use to it, it got easier. What problems are you solving with the product? What benefits have you realized? Certent is a tool that is used to track our Equity instruments. There are a ton of rules surrounding equity and sometimes I got a different answer and didn't know why. Certent was correct and it helped ...

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TM

Theresa M

05/01/19

5 out of 5

The question is why would you NOT outsource your stock plan administration to Certent!

What do you like best? Certent's record as the leading stock administrator and reporting provider makes my job that much easier. From uploading new grants to participants exercising grants, it's all very streamlined and efficient. In addition, vesting schedules are automated from the beginning of a grant to the settlement of the grant. What do you dislike? The only downside we have encountered was the dividend distribution, we have not been able to get this area up and running. ...

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