Certent Equity Management

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, ...

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 ...

Highly Recommend

What do you like best? Accuracy of they system and ability to adapt to our business needs, which can be very unique at times. Handled a complex spin-off transaction. Staff is very experienced and understands the system. What do you dislike? Interface with bank of America with regards to performance shares. Currently does not have functionality to support exchanging data for performance shares. What problems are you solving with the product? What benefits have you realized? ...

Certent Equity Management-Excellent Product

What do you like best? The platform is very user friendly. In addition, the customer service team is very knowledgeable and even though we contracted for partial administration, we receive full outsourced administration assistance. What do you dislike? Some of the reporting features could be tweaked,. Not as east to create customizable reports. Recommendations to others considering the product: Confer wir What problems are you solving with the product? What benefits ...

Easy to check balances

What do you like best? I like that I can find my vested and un-vested shares at the market price and I can compare with original price in the same time. What do you dislike? It is another site that I have to remember a password and keep in order to keep track of my additional compensation. What problems are you solving with the product? What benefits have you realized? I did get any benefits yet.

Great stock compensation software

What do you like best? The software is very easy to use. I like that it was developed by CPAs. What do you dislike? Haven't found anything significant that I don't like. Recommendations to others considering the product: This software is very good. Great value compared to to other solutions. What problems are you solving with the product? What benefits have you realized? This makes it easy to track stock compensation expense.

Great content and speakers

What do you like best? knowledge transfer from staff and presenters What do you dislike? We are new users, so I haven't experienced any issues so far. What problems are you solving with the product? What benefits have you realized? supported system

Easy-to-use Solution for Equity Management & Reporting

What do you like best? The software/service is very intuitive and easy to use and the report format options are helpful. What do you dislike? Often times I need stock-based compensation reports by person, which I don't think exists. Only equity ID, which you then have to do a vlookup to a separate report of grants by person with grant ID listed. It would save time to have grants by person with the person's name on the same report. What problems are you solving with the product? ...