Certent Equity Compensation Management Reviews & Product Details

Certent Equity Compensation Management Overview

What is Certent Equity Compensation Management?

Equity awards and grants remain an indispensable component of compensation for public companies. However, a rapidly changing regulatory landscape combined with ever-evolving compensation structures means that the challenges of managing equity compensation have never been greater. From accounting complexities and compliance issues to orchestrating the exercise and settlement process and generating the reports, equity compensation can quickly become a drain on productivity and a bottleneck to closing your financials. Now there’s a better way. Certent’s comprehensive Equity Compensation Management simplifies and streamlines all the crucial aspects of stock administration and reporting. With a participant portal, full administration console, and 400+ pre-built reports, you can streamline equity compensation processes, improve productivity, and tighten compliance.

Certent Equity Compensation Management Details
Languages Supported
English
Product Description

Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.


Seller Details
Seller
Certent
Company Website
Year Founded
2002
HQ Location
Roseville, CA
Twitter
@CertentInc
1,602 Twitter followers
LinkedIn® Page
www.linkedin.com
279 employees on LinkedIn®

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Certent Equity Compensation Management Reviews

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Assistant Controller
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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 of different types of reports make reviewing transactional activity as well as accounting and disclosures very easy. Prior to implementing Certent, we manually calculated all of our journal entries manually because we did not have a system that we could reliably assure the completeness and accuracy of the data. Certent's solution and reporting capabilities have allowed us to get comfortable relying on a system to pull all journal entries for the month. We used to have one FTE supporting stock-based compensation, and using Certent has allowed us to have stock-based compensation be only 10% of someone's day-to-day activities. We are always looking for efficiency gains and this system has helped us to achieve a lot in this area. Review collected by and hosted on G2.com.

What do you dislike?

System could be designed a bit more user friendly. Since Certent acquired EASi, the color scheme changed on the site, but I didn't see much functionality added to the site to improve user experience. The system operates largely as it has from the time we implemented many years ago. One functionality Certent does not have yet is the ability to indicate individuals as 162m (ineligible for compensation expense deduction on corporate tax return that would remove any DTA from being calculated). This requires us to run manual reports on a monthly basis in order to ensure we are posting accurate DTAs on awards granted to individuals who are designated as 162m. We do grants on an annual cycle, so this isn't extremely burdensome, but definitely adds an extra step in the process.

One more thing I wish the system would improve on is their reports. They added in the past year or so the ability to customize reports, including column headings, which is useful. The vast majority of their reports contain a significant amount of columns, which isn't always a bad thing because the data you are looking for is generally there. However, there are many instances where we have to hide a ton of columns or rework the reports to show only the information we need while making it user-friendly for another to review. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Certent Equity Management has helped us streamline the administration and accounting compliance for our equity-based compensation program that would be extremely burdensome without such a user-friendly tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Prior to implementing Certent, we were manually calculating monthly journal entries to record expense for equity-based awards. Disclosures for financial reporting were also very cumbersome to manually calculate ourselves. With Certent, the accounting and disclosure of equity-based awards is very easy. In addition, Certent also links up to our HRM system and Broker to incorporate new employee data and automatically bring in exercise transaction details. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

What do you dislike?

I dislike that we have to work through a help desk versus having a dedicated client support contact to either call or email for assistance. It would be a lot easier to have a direct contact for support related issues. It is great that Certent has both a general support and accounting support team, but it would be more helpful if we had a direct contact for each. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would limit access to only those that really need to be in Certent. I am essentially the only user at our Company and I think it helps with maintaining consistency within the platform between uploading new grants, adding new participants, running reports, etc. I would also recommend the administrator familiarize themselves with the different reports Certent has and to mark the ones they use the most as their "favorites". I have found many different reports to be useful, both from an equity management standpoint (journal entries, shares outstanding, etc.) and a financial reporting perspective (10-Q disclosures and Proxy statement disclosures). Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Through Certent, we have been able to move all of our equity management online. Not only do we do administrative management through the site, but it is also linked to our payroll provider and equity broker to make managing our participant's equity awards much easier. This allows us to manage awards in a more organized and digital way. Review collected by and hosted on G2.com.

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UA
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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 detail report to aid in completeness and accuracy testing. The tool is quick and allows many users to be in the tool at the same time. The roles are very distinct and allow for some users to just generate reports and not make any changes to the awards. The sandbox provided by the tool is very good for experimenting and seeing what will give you the results you need. Review collected by and hosted on G2.com.

What do you dislike?

In the past, the SSAE 18 report provided for the firm had certain holes that caused headaches on both an internal control and external audit side, as the client would have to have compensating controls in order to make up for the internal control deficiencies. This has improved over the past few years, but there's still some reports that are used during the equity process, such as for EPS calculations, that are still not covered by the SSAE 18 report. I would like to see more of those reports tested. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We use Certent to track our equity compensation as well as aid us in our EPS calculations. The Certent tool is very easy to use from a report generation standpoint and eliminates time spent performing tedious calculations and record keeping. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

What do you dislike?

No complaints. It is a fairly pricey service but it is necessary for our business. Review collected by and hosted on G2.com.

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, Certent is far superior and more accurate. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have improved accuracy and it is a huge timesaver over manually tracking options and vesting. Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Solid features and an easy to use package. Review collected by and hosted on G2.com.

What do you dislike?

I like having an integrated broker that can control the product development and interplay. It is difficult to work with a broker and Certent in some cases because of the competing interests. Certent is a fantastic partner but can't control the broker priorities. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

What are your brokerage needs and global/domestic equity population? That is the main consideration when looking at Certent. If you are flexible, they are a great choice. If you need more intensive broker support you may look at a fully integrated solution. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Daily equity management is simplified with SAAS access and support. Review collected by and hosted on G2.com.

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AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

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 service, but instead actually increased mine and the time to get things accomplished. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

In my experience, there is not yet a great way to integrate the monthly expense calculations to an ERP for a monthly journal entry. This would be a great next step for a fully integrated product and solution. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Certent is great for tracking grants of all sorts and for calculating the necessary expenses and disclosures for a public company. Review collected by and hosted on G2.com.

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AL
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The thing I like about Certent is the user interface is really easy to use. We looked at comparable systems by all the big names, and Certent was just the simplest to implement and use. Review collected by and hosted on G2.com.

What do you dislike?

One downside is that the system only allows you to automate one kind of grant in terms of acceptance of the form. Luckily we mostly only use one type of equity awards but it would be great if it allowed automatic acceptance of multiple grant types so it was less manual to do other types of awards. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We used to use multiple excel spreadsheets, Certent has really helped us with that to automate grant acceptance and having a graphical user interface for employees and ex-employees to see their holdings. We used to have to manually send an email with peoples holdings which was a very time consuming process. Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Generally easy to use, and also support is in a timely manner. Most of time the support can answer your questions Review collected by and hosted on G2.com.

What do you dislike?

Sometime there is glitch in the report. Also sometime loading is slow. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Check with the price and function first to see if it can meet your need. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Equity modification. Equity reevaluation. Equity expense calculation. Equity management Review collected by and hosted on G2.com.

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EI
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The platform was able to provide any combination of data in multiple formats allowing us to automate the integration with our ERP. Review collected by and hosted on G2.com.

What do you dislike?

There is no trading platform for participants. This was resolved with an easy integration with a preferred broker. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automation of program reporting for Company and participants. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Financial reporting functionality & online grant agreement functionalities Review collected by and hosted on G2.com.

What do you dislike?

Custom reporting functionality & no functionality for viewing different tabs simultaneously without having to navigate away from other windows. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Certent is a great platform for financial reporting. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Stock Administration & Financial Reporting. Affordable and mostly reliable administration and financial reporting functionality. Review collected by and hosted on G2.com.

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UH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

What I like best about the software is its ability to handle a number of award types, from stock options to RSA/RSU's to PSU's. The system is set up to handle any scenario, and is easy to help you navigate thru complex transactions such as accelerations and other modifications. Review collected by and hosted on G2.com.

What do you dislike?

Need to be able to customize reports. This will help provide a report specific to my needs Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Certent has all your administrative, accounting and reporting needs in one place. Compared to other equity offerings, the Certent platform offers users more capabilities and functions that put it above their competitors. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are becoming more efficient with our administration, accounting and reporting. This has allowed for less time preparing and recording entries/reports and more time for analysis Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

This is a relatively simple, intuitive, and easy to navigate system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 to our equity program. Review collected by and hosted on G2.com.

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AP
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Software manages a vast amount of data and compiles reports as needed. Review collected by and hosted on G2.com.

What do you dislike?

Due to the amount of data and the numerous reporting functions and how all is tied together, small changes in data can cause unforeseen issues in other areas. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our equity program was untenable to manage without proper software. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

So far the ease of understanding the set up process. Review collected by and hosted on G2.com.

What do you dislike?

Nothing at this point. Just waiting for full implementation. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its a very easy method to record noncash compensation. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We need an easy method to calculate and record noncash compensation. Review collected by and hosted on G2.com.

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UO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The software is pretty easy to use once you get a good understanding of how to use it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Low cost option with significant capabilities and good customer support. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I no longer have to keep detailed excel schedules to keep track of multiple equity issuances. Review collected by and hosted on G2.com.

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AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It performs as expected with the management of our equity compensation program. Review collected by and hosted on G2.com.

What do you dislike?

The user experience is lacking any intuition. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

None Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

All calculations and reporting functions are accurate and reliable. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The customer service is great. Very knowledgeable. Review collected by and hosted on G2.com.

What do you dislike?

I currently like everything. I have no current problems. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use customer support. They are there to help. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Stock Compensation Review collected by and hosted on G2.com.

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AB
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We can always count on them to "be there" for us when we need them. While we have been on the platform for a year now, we still need hand holding sometimes and they never complain even if we have asked the same question 5 times. The learning tools they provide are invaluable! Review collected by and hosted on G2.com.

What do you dislike?

We have had one glitch that they have not been able to replicate from our previous spreadsheet system, but other than that we are extremely happy with Certent. They are working on it though and hopefully will have a solution soon. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go with Certent! The move from excel spreadsheets to their platform with almost effortless. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It's great to have everything in one place and be able to search/reconcile the data with the many reports available. Our participants can know what they have in detail without asking us. Review collected by and hosted on G2.com.

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AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Support, Always friend, and always willing to go above and beyond. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

N/A Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The turnaround is quick. We have a dedicated team that can answer questions regarding both equity comp and accounting Review collected by and hosted on G2.com.

What do you dislike?

There are some easier tasks that I would like to be able to do myself, i.e. terminations, address changes, etc. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to track various types of equity grants and receive support from Certent regarding best practices. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

For the most part, Certent Equity Compensation Management is straightforward in working with different types of equity awards. Certent Support is also very responsive and and helpful whenever I have a question. Review collected by and hosted on G2.com.

What do you dislike?

The only downside is that there are a lot of manual processes and overnight feeds with a few glitches, but this could be due to the broker we use and link with Certent. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Certent has helped with my understanding of equity compensation as a whole and how all of the processes work for different types of awards. Review collected by and hosted on G2.com.

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Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like the online rollout of options and that it calculates everything i need for me Review collected by and hosted on G2.com.

What do you dislike?

I don't like that the RSUs automatically issue when they vested regardless of the deferral period. I hate manually tracking this Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Being able to track warrant issuance Review collected by and hosted on G2.com.

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AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automation of all calculations. Accuracy of accounting. Review collected by and hosted on G2.com.

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AB
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Support is excellent, platform is robust enough for different types of awards and vesting schedules Review collected by and hosted on G2.com.

What do you dislike?

accounting / expense setup is complicated for performance based awards Review collected by and hosted on G2.com.

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

Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

able to support and document all phases of the processes for accountants and auditors, able to support on demand both detail and summary current values and reports to participants and management alike Review collected by and hosted on G2.com.

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UW
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It is easy to see all of the stock option activity for all shareholders in one place. There are also many helpful tutorials and videos which explain the features and functionality of the platform. Review collected by and hosted on G2.com.

What do you dislike?

Email notifications are very brief and require logging in to see exactly what the alert is for. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Certent does the heavy lifting when it comes to maintaining our stock option records and allows us to run reports to support the back end accounting. Review collected by and hosted on G2.com.

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