Certent Equity Management

Certent's Equity Plan Management is fabulous

What do you like best? The customer service provided by the team at Certent is impeccable. Michael Mauro literally makes my job so much easier. What do you dislike? The ease of participant based reports could be enhanced so that Company's can provide a more customized experience for participants. What problems are you solving with the product? What benefits have you realized? We are currently working to streamline reports in order to reduce time spent on month end ...

Helpful product tools and accessible resources

What do you like best? access to human resources to guide through complex issues as they arise What do you dislike? Found out at this conference that there is a tool for automated EPS calculations. More timely communication of these benefits would be appreciated. What problems are you solving with the product? What benefits have you realized? Accurate reporting of equity comp plans

Excellent Customer Service

What do you like best? More or less, software platforms are very similar. What distinguishes Certent from other providers is the exceptional customer service. Even though we opted for the self-service module, the level of customer support is as if we had a fully outsourced program. Special kudos to Jeanette Stipanovich, who served as our Implementation Manager 3 years ago but who also points me in the right direction for any additional help I need. What do you dislike? Some minor ...

Terrific Customer Service and overall Experience

What do you like best? I notice very well, that all Certent employees work and act as one conclusive team. This makes the experience for the clients great, especially when some plans and activities can be extremely complicated. This team spirit feeds to the client and makes our work far easier. What do you dislike? I have yet to find anything that Certent doesn't provide. If something did come up, they would address immediately in order to accommodate the situation and meet the ...

Certent has been a game changer for us.

What do you like best? Certent has allowed us to move away from Excel spreadsheets and manual calculations. It saves time and gives us more reliable data. What do you dislike? There are many aspects are Certent that we do not utilize because we have been unaware of the capabilities. I wish we had known about these tools sooner. What problems are you solving with the product? What benefits have you realized? Monthly expense calculation has been made much simpler with Certent.

Great Reporting

What do you like best? As an stock accountant, the reporting capabilities are quick and easy to use. Lot's of reporting options. What do you dislike? Due to the nature of our business, sometimes there will be manual manipulation of excel data. What problems are you solving with the product? What benefits have you realized? Quicker process to create journal entries.

Customer Service

What do you like best? Certent's customer support team is very responsive. They are always willing to help and provide additional assistance as needed. What do you dislike? We haven't had as much training/information on all the additional offerings Certent has. What problems are you solving with the product? What benefits have you realized? The accounting has made it very convenient for us to process our grants.

SVP

What do you like best? Helpful tools within the program and support support. What do you dislike? Would like more opportunities for one on one setup. What problems are you solving with the product? What benefits have you realized? Excel was previously used in tracking stock options and restricted stock.

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. ...

Lots of Work, but so glad it was with Certent

What do you like best? Our Certent team was very patient with us and ADP (who were born yesterday). What do you dislike? ADP inability to understand simple concepts that Certent and our company needed. What problems are you solving with the product? What benefits have you realized? We are setting up a file feed from ADP to Certent to make our equity plan management run smoother.