Certent Equity Management

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 ...

Platform adminstrator, responsible for equity compensation recording, accounting and vesting

What do you like best? Support is excellent, platform is robust enough for different types of awards and vesting schedules What do you dislike? accounting / expense setup is complicated for performance based awards Recommendations to others considering the product: Talk to some current Certent customers for "wish that I had known, or if I had to do all over again" feedback. How it is setup up is crucial What problems are you solving with the product? What benefits ...

Takes complicated equity compensation issues and makes them look easy.

What do you like best? Certent has really assisted our company with some fairly complex equity compensation issues. We did not have the internal expertise or manpower, so we really needed a partner to get them right. They were helpful both through administration, accounting, and maintenance of the awards. What do you dislike? I think they do a great job with maintaining their software and staying up to date on recent trends. What problems are you solving with the product? What ...

Cap Table Management

What do you like best? Certent is a great tool to help manage an company's Cap Table and equity activity. What do you dislike? Certent has been great, but their reporting tools need to be improved. What problems are you solving with the product? What benefits have you realized? Certent has been great at helping us manage our equity activity.

Works well for plan administration

What do you like best? Many different types of reports available What do you dislike? Not yet able to prorate shares on termination, but I understand it's in progress What problems are you solving with the product? What benefits have you realized? We have been able to provide plan participants with a full scope portal where they can access details about their plan, accept their grants, and see when future vesting will occur

user friendly

What do you like best? Certent has great support. It has never been hard to get the help I need. What do you dislike? Will be anxious to have the reporting feature updated What problems are you solving with the product? What benefits have you realized? N/A

Wonderful Customer Service

What do you like best? Dedication to Customers and believing in the product. What do you dislike? Nothing so far that I dislike about the product. What problems are you solving with the product? What benefits have you realized? Consolidation of reports to become more efficient. automation - removing a lot of manual processes.

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

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 ...

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 ...