--- title: Certent Reviews meta\_title: 'Certent Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 117 reviews by the users' company size, role or industry to find out how Certent works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 117 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Certent Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Certent but has limited features. Are you part of the Certent team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Certent Equity Management from insightsoftware 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](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) Discussions [Certent Community](https://www.g2.com/products/certent/discuss) Languages Supported English Solution Type All-in-One Overview by Robert Paolella Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 21 months [ View More Pricing Information ](https://www.g2.com/products/certent/pricing) ## Top-Rated Alternatives [ ![Carta Equity Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Shareworks by Morgan Stanley](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shareworks by Morgan Stanley") Shareworks by Morgan Stanley 3.8/5(32) ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) [ ![Ledgy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ledgy") Ledgy 4.6/5(71) ](https://www.g2.com/products/ledgy/reviews) [ View All Alternatives ](https://www.g2.com/products/certent/competitors/alternatives) ## User Insights Average based on 117 real user reviews. Implementation Time 4 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology") UB Verified User in Biotechnology Mid-Market (51-1000 emp.) 1/7/2025 "certent equity management review" 3.5/5 What do you like best about Certent? representative is responsive and able to action most requests Review collected by and hosted on G2.com. What do you dislike about Certent? Certain reports could be better - example the accrued expense report, the net expense column is on the far right side of the report (about 50 columns over) and so every time you have to pull it forward for easy visability Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? Need to be able to manage employees equity on a day to day basis Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MW Mary W. Enterprise (\> 1000 emp.) 4/29/2024 "Solved Equity Ownership Shares Tracking for our Company!" 5/5 What do you like best about Certent? Certent Equity Management completely solved the issues of issuing and tracking employee shares for our company both from the perspective of administration by our finance team but also from the perspective of visibility and access to this value added benefit for our employees! The Certent Support team has been fantastic helping us setup and use some of their standard features in an "outside of the box" way that fits our company's needs, and our account rep Katie Avila could not be more accessible or responsive when we have questions or need help with creative solutions! Review collected by and hosted on G2.com. What do you dislike about Certent? Would like to have the ability to do some manual adjustments such as changing email address, mailing address, etc information for participants ourselves rather than submitting those changes requests to the Certent Plan Admin team to do, but, at least their team is fast responding to change requests / tickets usually same day. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? Having comitted to offering Equity Ownership Shares to all of our 1500+ full time employees, we needed a robust platform that would allow us to issue and track shares, but also provide an employee facing portal view to allow our team members to view and track the vestig of their shares over time. The Certent team worked with us to find some creative out of the box solutions that fit within the structure of their platform to make it work for our company's needs, and the support team (in particular our account rep Katie Avila!) could not be more helpful! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic CD Charlynn D. Mid-Market (51-1000 emp.) 4/15/2024 "Excellent platform for managing and reporting equity awards" 4.5/5 What do you like best about Certent? Real-time equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. We do not use the system for dividend/DEU calculations. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Certent reporting saves us hours/days of manual tracking in excel. Our relationship manager is also very responsive, knowledgable, patient and reasonable. Review collected by and hosted on G2.com. What do you dislike about Certent? Since Certent is not a broker, when we changed from private to public, the connection with a broker has been very challenging. Almost like duplicative work and coding. Albeit, it seems like Certent's customer services is much better than the broker so we are hoping that once connection is made, we won't have any future broker/record keeper issues. Back end set-up is hard to follow and understand since it's not something regularly reviewed, but our relationship manager is always available to help and walk us through our needs and questions. Also, it would be valuable if Certent offered the ability to calculate cash dividends (not DEUs), so that we don't have to track in excel. But this is not a deal breaker. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? We no longer need to manually track awards for vesting, accounting close and SEC reporting disclosure. Once new awards are set-up, our management and reporting using the system is very simple. This platform has saved us hours/days of manual processing where there is higher risk of human error. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Consumer Goods](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Goods") AC Verified User in Consumer Goods Small-Business (50 or fewer emp.) 1/10/2025 "Great stock-based compensation solution" 5/5 What do you like best about Certent? Simple to use system, reliable data, prompt customer service. Review collected by and hosted on G2.com. What do you dislike about Certent? Would love a self-service option for admin info (such as participant info, etc.) Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? The system allows our lean team to manage various types of equity awards with little internal investment. Their service is critical for us to meet our reporting and compliance deadlines. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic RL Robert L. Mid-Market (51-1000 emp.) 4/17/2024 "Exceptional Customer Support!" 5/5 What do you like best about Certent? First of all, Tina Carlson and her team are always very responsive to my queries and are ready to assist! The system is very user friendly and the standard reports available meet our monthly reporting needs. We were considering adding these services to our brokerage provider (to consolidate) but decided against it as their Equity Management support does not even compare close. I also like the fact that the File Management features are now within the Certent Equity Management system. Review collected by and hosted on G2.com. What do you dislike about Certent? Just like all systems, there are sometimes minor quirks in the reports, but Tina Carlson and her team address them quickly. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? Monthly reporting requirements. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Pharmaceuticals](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Pharmaceuticals") AP Verified User in Pharmaceuticals Small-Business (50 or fewer emp.) 4/29/2024 "Software is easy to use; customer support is best in class" 4.5/5 What do you like best about Certent? The software is very intuitive and the reporting functionality exceeds that of competitors. Sandbox environments are excellent. Review collected by and hosted on G2.com. What do you dislike about Certent? It is one of the more expensive options on the market. File transfer protocol can be a bit clunky. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? We use the software for equity management and preparation of documents to support our financial reporting function. The ease of use and reporting are two of its strengths, in both cases being intuitive and provide a lot of functionality. In the past, we have used to process reverse stock splits, in all cases engaging their professional services team. They exhibited good subject matter expertise and delivered the deliverable timely. On three occasions I have worked with Brent Jerolimic and on one occasion Cory McCarty and they were professional. easy to work and most importantly, the product as promised. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AH Amy H. Mid-Market (51-1000 emp.) 5/3/2024 "Great Customer Service" 4/5 What do you like best about Certent? We use Certent to manage our equity awards, including new awards issuance, recording keeping, reports generating. What I like the most is Certent Customer Service Rep (Steve Sagnip). Our rep always addresses our questions professionally and timely. He guided us through the implementation and provided us useful insights about the system fuctions. Review collected by and hosted on G2.com. What do you dislike about Certent? Not the most user friendly platform. I needed ustomer Service Rep help to maneuver the system and use its funtions to the max capacity. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? Record keeping was very manual before we implemented Certent and Certent solved this issue. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SC Steven C. Mid-Market (51-1000 emp.) 5/8/2024 "Implementing Certent has been very smooth and the application is very user-friendly!" 5/5 What do you like best about Certent? Certent is very easy to use, and the customer support representatives have been excellent at getting us up and running. The reporting feature of Certent provides us with everything we need to track stock based compensation and assists with our financial statement disclosures. Review collected by and hosted on G2.com. What do you dislike about Certent? There are not many downsides to Certent. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? It not only calculates journal entries, EPS, and other required numbers for disclosures, it exports the data into and EUC tool (excel) so that we can better verify the accuracy of the reports. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Keri D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keri D.") KD Keri D. Mid-Market (51-1000 emp.) 4/29/2024 "Account Represtentative & Customer Support is Exceptional" 4/5 What do you like best about Certent? Excellent account support. Our accout representative has been more than willing to help us with every step of our process. She has walked up through performance awards, NQSO's, and reporting. Review collected by and hosted on G2.com. What do you dislike about Certent? The excel spreadsheets that are used to upload information into the system aren't super intuitive, but with the excellent support from our team, we have been successful. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? Reporting is excellent and allows us to mangage awards,employee compensation and employee information and tracking. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic MH Michelle H. Mid-Market (51-1000 emp.) 4/12/2024 "Best Equity Management Platform Around" 5/5 What do you like best about Certent? Certent Equity Management is user friendly and very easy to navigate. The reporting features are fantastic and the Customer Service Team is the best in the business. Review collected by and hosted on G2.com. What do you dislike about Certent? I seriously do not have any dislikes about Certent Equity Management. Review collected by and hosted on G2.com. What problems is Certent solving and how is that benefiting you? A couple of years ago we did all of our equity administration in house. When one of our employees left we turned to Certent to find solutions. They offered to provide the administrative services. We are so thankful to have them. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about Certent? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Certent ](https://www.g2.com/products/certent/discussions/new) GU Guest User What is your experience managing equity with Certent Equity Management, and what challenges have you faced? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-your-experience-managing-equity-with-certent-equity-management-and-what-challenges-have-you-faced) ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • Last activity over 6 years ago Do you provide software or outsourcing? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/do-you-provide-software-or-outsourcing) [ View all Discussions ](https://www.g2.com/products/certent/discuss) ## Pricing Insights Averages based on real user reviews. ### Time to Implement 4 months ### Return on Investment 21 months ### Average Discount 5% [ View More Pricing Information ](https://www.g2.com/products/certent/pricing) Certent Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c3847bd891a736666c595ee7421f2dd/carta-equity-suite.png "Product Avatar Image") Carta Equity Suite 4.3/5(233) [ Compare Now ](https://www.g2.com/compare/carta-equity-suite-vs-certent) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71549dbcb4447493dab8b26e302c891f/shareworks-by-morgan-stanley.png "Product Avatar Image") Shareworks by Morgan Stanley 3.8/5(32) [ Compare Now ](https://www.g2.com/compare/certent-vs-shareworks-by-morgan-stanley) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b00ff6c0b84afa38d2e078caedc78b3a/ledgy.png "Product Avatar Image") Ledgy 4.6/5(71) [ Compare Now ](https://www.g2.com/compare/certent-vs-ledgy) ##### ##### Certent Features Platform Basics Reporting Platform Data Visualization Platform Search Dashboard Platform Content File Sharing Platform Additional Functionality Cap Table 409a Public Equity [ View More Features ](https://www.g2.com/products/certent/features) ##### Categories on G2 [Compensation Planning](https://www.g2.com/categories/compensation-planning)[Equity Management](https://www.g2.com/categories/equity-management)[Regulatory Change Management](https://www.g2.com/categories/regulatory-change-management) [Compensation Planning](https://www.g2.com/categories/compensation-planning)[Equity Management](https://www.g2.com/categories/equity-management)[Regulatory Change Management](https://www.g2.com/categories/regulatory-change-management)[Stock Plan Administration](https://www.g2.com/categories/stock-plan-administration) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which commenting systems offer the most accurate AI filtering of spam and politically charged language?](https://www.g2.com/discussions/which-commenting-systems-offer-the-most-accurate-ai-filtering-of-spam-and-politically-charged-language%20)[What's the best event networking and matchmaking software that keeps event wall features intuitive for non-technical organizers?](https://www.g2.com/discussions/what-s-the-best-event-networking-and-matchmaking-software-that-keeps-event-wall-features-intuitive-for-non-technical-organizers)[What are the best VR collaboration solutions supporting multiple headset types and mixed reality features?](https://www.g2.com/discussions/what-are-the-best-vr-collaboration-solutions-supporting-multiple-headset-types-and-mixed-reality-features) [What are the best property restoration software platforms for managing multiple damage assessment and repair projects simultaneously?](https://www.g2.com/discussions/what-are-the-best-property-restoration-software-platforms-for-managing-multiple-damage-assessment-and-repair-projects-simultaneously)[Most user-friendly CRM for sales teams](https://www.g2.com/discussions/most-user-friendly-crm-for-sales-teams)[Pros and Cons Details](https://www.g2.com/products/certent/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)