Certent Equity Management Reviews & Product Details

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.

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.

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.

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.

Our company has been a loyal client of Certent for over 10 years, benefiting from their exceptional support with producing monthly cap tables, option grants, exercises and even API integrations to our HRIS platform. Their top-notch customer service, especially the continuity of working with our dedicated Client Services Manager, Tina Carlson, is greatly appreciated. She's always been prompt with addressing any concerns and resolving our needs.

Our employees really enjoy the system because it's easy to use and they can view their option grants at any point in time and easily make a transaction. Review collected by and hosted on G2.com.

I don't have any significant concerns with their system. Review collected by and hosted on G2.com.

Tina and her team are extremely efficient and responsive. They are always available to assist us when needed. I've learned so much over this past year taking on our equity piece at my company. The site is easy to use and is integrated well with our internal HRIS system. Review collected by and hosted on G2.com.

We haven't found any downsides. Our Certent team gives us the time and attention to complete all activities on a weekly or monthly basis. They are always available to complete time sensitive tasks that get thrown in throughout the year as well. Review collected by and hosted on G2.com.

We are very satisfied with the too. The system efficiently provides the necessary reports for month end close, quarterly reporting, and proxy. Additionally, we greatly appreciate the customer support team, which is responsive and helpful in addressing any challenges. Review collected by and hosted on G2.com.

The system is not user-friendly when it comes to creating new reports, and existing reports often contain unnecessary columns. Additionally, the echo/test environment could definitely be improved, as it is currently very difficult to test new activities in the system. Review collected by and hosted on G2.com.

Certent Equity Management is a dependable tool for managing equity compensation plans. The reports are easy to generate and connects well with our Workday integration.Customer Support is superb, very fast in response and provides reliable and accurate feedbacks. Review collected by and hosted on G2.com.

From HR adminster point of view, there is really none that comes to mind. Review collected by and hosted on G2.com.

It is intuitive to use for running reports, proxying in as a participant, and transferring files. Review collected by and hosted on G2.com.

There are too many restrictions on making updates as an administrator. Many changes must go through the service team. Review collected by and hosted on G2.com.

Its easy to read, follow and track once you login. The system has great details and is able to understand quite a bit of variations and nuances. Review collected by and hosted on G2.com.

Its sometimes cumbersome to make changes in the system. You have to consistently email the Certent team to implement changes. Review collected by and hosted on G2.com.

Great rep – Katie knows the system and the process and is our advocate for getting things done smoothly and accurately

Very versatile – can handle many types of awards

Syncs with our payroll platform (Ceridian) to automatically update participant data

Results are as expected – we have recomputed amortization and disclosure amounts and the amounts are reliable and accurate

Numerous reports help us navigate complex disclosures and the audit of the disclosures quickly

Extensive help tool has great information

Test environment lets us ensure processing is accurate before going live with new awards or modifications Review collected by and hosted on G2.com.

We don’t have access to make changes on our own and have to submit templates to process all changes

Our ESPP platform is separate, creating some duplication of effort as the participant population is the same

Turnaround times for more complex items (modifications of complex awards and reverse stock split) required more time than expected

Designing your own report module needs some upgrades Review collected by and hosted on G2.com.

The platform is intuitive, easy to use, and doesn't require any training or a lot of time to get used to. The feature to save your favorite reports helps to make weekly or monthly tasks more efficient. I have also had a great customer support experience - our representative is very responsive in getting us the help we need and makes us feel like we're her only client. Review collected by and hosted on G2.com.

Sometimes there are errors in reports or discrepancies between our records and accounting that are only discovered once something goes awry. However, this has only happened 1-2 times in the 9 months I've used Certent and has never been significant. Review collected by and hosted on G2.com.