Certent Reviews & Product Details

Trusted for more than 20 years, Certent is an employee equity management platform built for simplicity and scale, for companies at every stage of growth. Certent streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Seller

insightsoftware

Discussions

Certent Community

Languages Supported

English

Solution Type

All-in-One

Value at a Glance

Averages based on real user reviews.

Time to Implement

4 months

View More Pricing Information

Certent Integrations

(3)

Verified by Certent

Certent Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Certent, and what problem is it built to solve?

Certent is used to manage equity compensation, including grants, vesting, and related accounting and reporting. It helps teams keep equity information organized and reduce reliance on manual spreadsheets.

What languages does Certent support?

Certent supports 1 language: English.

What company sizes and industries is Certent the best fit for?

Positive experiences are concentrated in mid-market and enterprise organizations, with industry representation especially visible in banking, biotechnology, and related sectors.

How long does it take to implement Certent across a team?

Implementation most commonly takes 1–3 months, though teams also report longer timelines. The ranges described include:

Time to go live	Relative frequency
1–3 months	Most common
3–6 months	Also frequently reported
Under 1 month	Less common
6–12 months	Less common
More than 12 months	Rare

What customer support options does Certent provide, and how do users find the overall support experience?

Certent provides support through email/help desk and phone, along with self-service resources such as its knowledge base. The support experience is often described as knowledgeable, responsive, and helpful with complex equity and accounting questions; some users encounter slower response times or rely on submitting cases for assistance.

What is the experience like for teams switching to Certent from another tool?

Teams moving from tools such as Carta, Equity Edge, and Shareworks have valued Certent’s flexibility in handling equity awards and its accounting and reporting capabilities. The change can mean more hands-on work for teams coming from a fully outsourced service, so it is worth considering how the product’s administration model fits the team’s needs.

What features or capabilities could make Certent even more useful?

The clearest opportunities to make Certent more useful center on reporting and day-to-day administration. Users would benefit from improvements such as:

More intuitive, customizable reports with clearer names, simpler setup, and easier-to-read outputs.
More self-service administrative controls for routine participant and grant updates.
Simpler navigation and more in-product guidance to help teams learn features and complete tasks independently.

G2 reviews are authentic and verified.

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Mary W.

Vice President of Administration

Mid-Market (51-1000 emp.)

10/21/2026

"OUTSTANDING Customer Support!"

5/5

What do you like best about Certent?

Platform is easy to use even for a lay person (I am an administrator, but don't have a deep background in finance/investment) and most importantly the customer service is outstanding! I get responses back always same day usually within a matter of hours, and I've not had any question or issue that was not solved in a short time frame with excellent support! Review collected by and hosted on G2.com.

What do you dislike about Certent?

I do find that when people receive their welcome emails with login credentials that the first time login and password reset process is a bit "klunky." New users seem to lock themselves out routinely as they often confuse their USER ID (which is auto-generated and sent to them in their welcome email) with their email - so they type their email into the "USERID" field and get stuck. I wonder if the USER ID field on the login screen could in fact be their email on file - that might be less confusing. Review collected by and hosted on G2.com.

What problems is Certent solving and how is that benefiting you?

We use Certent to track the vesting over time of multiple ownership grant types for our employees. We utilize the document signature function where the employee can review and sign their grant agreement online and login to view their own vesting over time. It would be feasible, but very difficult, time-consuming and error-prone to try to track this all in an excel-type file, so Certent tracking the vesting over time (we have multiple vesting templates) really makes that easy for us - with 1700 grants it's the only way we could manage it! Review collected by and hosted on G2.com.

Kenyatta R.

Senior Accountant

Mid-Market (51-1000 emp.)

11/5/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Effective Equity Tracking and ASC 718 Compliance with Certent"

5/5

What do you like best about Certent?

Certent provides effective tools for tracking stock options and other equity award activity. It supports compliance with approved equity plans, helps meet ASC 718 accounting requirements, and generates the information needed for financial reporting and audit purposes. Review collected by and hosted on G2.com.

What do you dislike about Certent?

The only downside for me is when I need to create a ticket. I have to leave the Certent platform and then enter my credentials on another site just to submit the ticket. Review collected by and hosted on G2.com.

Verified User in Oil & Energy

Mid-Market (51-1000 emp.)

10/19/2026

"Quality customer service and support"

4/5

What do you like best about Certent?

They have a strong and efficient back office. Any issues or requests are typically addressed in under 24 hours, and many are resolved within just a couple of hours. Their online portal is generally intuitive in many respects and is easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Certent?

The reporting is the primary issue that I would raise. While there are a lot of different reports, many are not intuitive based on the report name, and many reports will provide different outputs depending on how you run them. It would be helpful if the reporting was streamlined so you didn’t have to choose web-based, excel, cab etc., or classic or standard options. Review collected by and hosted on G2.com.

Katie G.

Director - Payroll and Compensation

Enterprise (> 1000 emp.)

10/29/2026

"Outstanding Client Services and Responsive Customer Support"

5/5

What do you like best about Certent?

Our client services manager is outstanding. The customers service team is also very responsive. Review collected by and hosted on G2.com.

What do you dislike about Certent?

There have really been no downsides to Certent. Review collected by and hosted on G2.com.

Jason C.

Mid-Market (51-1000 emp.)

10/28/2026

"Great Customer Service and a Mostly User-Friendly Interface"

4.5/5

What do you like best about Certent?

Great customer service! Pretty user friendly interface and features. Review collected by and hosted on G2.com.

What do you dislike about Certent?

Running of reports is not the most user friendly, including clarity as to what each report is and how to customize it Review collected by and hosted on G2.com.

Jessica L.

FVP, Total Rewards, Systems and Learning Development

Enterprise (> 1000 emp.)

10/19/2026

"Easy to Use with Fast, Responsive Support for Grants & Vesting"

5/5

What do you like best about Certent?

Easy to use, teams are quick to respond for grants/vesting Review collected by and hosted on G2.com.

What do you dislike about Certent?

Sometimes the reports are hard to be certain of the data because of the naming conventions, but that just takes getting used to. Review collected by and hosted on G2.com.

Greg D.

Sr. Director, Financial Planning & Analysis

Mid-Market (51-1000 emp.)

10/20/2026

"Easy Reporting Functionality That Delivers"

4/5

What do you like best about Certent?

Functionality - ease of running reports. Review collected by and hosted on G2.com.

What do you dislike about Certent?

Turnaround time. Not allowed to edit certain things directly. Review collected by and hosted on G2.com.

Vishal K.

Tech SEO Lead

Education Management

Mid-Market (51-1000 emp.)

1/16/2026

"Organized Equity Tracking with Clear, Easy-to-Use Dashboards"

4/5

What do you like best about Certent?

The best thing about Certent Equity Management is how it keeps all equity information organized in one place. The platform makes it easy to track equity grants, vesting schedules, and ownership details without relying on manual spreadsheets. I also appreciate the clear dashboards and the way it presents information. Everything feels easy to understand even if you don’t use it every day. Review collected by and hosted on G2.com.

What do you dislike about Certent?

One thing I find a bit frustrating is that some features are not very intuitive at first, so there’s a bit of a learning curve. The navigation can feel a little clunky when switching between reports or detailed views. It would be great if some of the processes were simplified or better explained with inline tips. Review collected by and hosted on G2.com.

What problems is Certent solving and how is that benefiting you?

Certent helps solve the problem of tracking and managing complex equity information. Before using it, managing multiple grant types and vesting schedules in spreadsheets was time-consuming and error-prone. Now, everything is updated in real time, and I can quickly check equity details for employees without digging through multiple files. This has saved a lot of time and reduced errors, making our equity workflows more reliable and efficient. Review collected by and hosted on G2.com.

Verified User in Tobacco

Enterprise (> 1000 emp.)

10/13/2026

"Excellent UBS Back End That Just Works"

5/5

What do you like best about Certent?

Excellent back end for UBS. It works without me knowing it is there. Review collected by and hosted on G2.com.

What do you dislike about Certent?

I cannot think of anything negative to say. Review collected by and hosted on G2.com.

Marie C.

Associate Director, Financial Reporting

Mid-Market (51-1000 emp.)

10/13/2025

"User-Friendly Site, Helpful Reports, and Excellent Support from Tina Carlson"

4.5/5

What do you like best about Certent?

The website is very user friendly and the reports are helpful. Also, our CSM, Tina Carlson, is fabulous. She is extremely knowledgeable and is always able to resolve any issues or provide guidance when requested. She is also very responsive so no long wait times. Review collected by and hosted on G2.com.

What do you dislike about Certent?

The only thing I can think of is that I would like to see us get the ability to assign tax withholding rates to individuals that will be applied to all of their transactions without having to submit a template each time there is a transaction. Review collected by and hosted on G2.com.