Certent Equity Management

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 ...

Such a great company. Always there to help.

What do you like best? The customer service is great. Very knowledgeable. What do you dislike? I currently like everything. I have no current problems. Recommendations to others considering the product: Use customer support. They are there to help. What problems are you solving with the product? What benefits have you realized? Stock Compensation

My experience has been wonderful.

What do you like best? Support, Always friend, and always willing to go above and beyond. What do you dislike? Reporting. Although the standard delivered reports can get the job done with modification once in it's excel, it would be nice to be able to create your own reports similar to how BI Cognos analytics allows. What problems are you solving with the product? What benefits have you realized? N/A

Easy to use industry leader in equity compensation management.

What do you like best? The service desk personnel are very responsive. They are also experts in the field of equity compensation accounting and will do their best to ensure you get the accounting right for your specific transaction, no matter how complex or obscure it may be. The reports generated by the system are easily audited, which is good from both an internal controls standpoint and from an external audit standpoint. Any summary report used for disclosures can also be ran as a ...