--- 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: '2026-08-04' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Certent Reviews **Vendor:** insightsoftware **Category:** [Equity Management Software](https://www.g2.com/categories/equity-management) **Average Rating:** 4.4/5.0 **Total Reviews:** 117 ## About Certent 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. ## Certent Pros & Cons **What users like:** - Users commend the **ease of use** of Certent Equity Management, making transactions and data access simple and efficient. (11 reviews) - Users highlight the **superb customer support** of Certent Equity Management, noting fast responses and reliable assistance. (9 reviews) - Users value the **reporting efficiency** of Certent Equity Management, facilitating seamless month-end and quarterly reporting. (7 reviews) - Users value the **efficient reporting** capabilities of Certent Equity Management for managing equity compensation and financial disclosures. (6 reviews) - Users value the **organized management of equity information** in Certent, enhancing the ease of tracking and reporting. (4 reviews) - Features (2 reviews) - Helpful (2 reviews) - Integration Process (2 reviews) - Intuitive (2 reviews) - Monitoring Efficiency (2 reviews) **What users dislike:** - Users find the **UI/UX experience lacking** , noting a frustrating learning curve and cumbersome navigation during usage. (4 reviews) - Users find the **difficult implementation** of Certent Equity Management cumbersome, impacting their ability to create and modify reports effectively. (2 reviews) - Users find the system **not user-friendly** for report creation and frequently struggle with necessary changes and testing. (2 reviews) - Users find the **limited customization** frustrating, citing difficulties in report creation and excessive restrictions on updates. (2 reviews) - Users report **navigation difficulties** with Certent Equity Management, citing a learning curve and clunky report transitions. (2 reviews) - Users experience **workflow inefficiencies** with Certent Equity Management, finding reporting processes cumbersome and challenging to navigate. (2 reviews) - Users find the **complex reporting** process cumbersome and inefficient, leading to frustration during report generation. (1 reviews) - Difficult Learning (1 reviews) - Inaccuracy Issues (1 reviews) - Inadequate Reporting (1 reviews) ## Certent Discussions - [Do you provide software or outsourcing?](https://www.g2.com/discussions/do-you-provide-software-or-outsourcing) - 1 comment, 1 upvote - [Are you a broker? Do I need a broker?](https://www.g2.com/discussions/are-you-a-broker-do-i-need-a-broker) - 1 comment, 1 upvote - [Does your system have all the SEC Disclosure reporting?](https://www.g2.com/discussions/does-your-system-have-all-the-sec-disclosure-reporting) - 1 comment, 1 upvote - [Does your system help with the grant process?](https://www.g2.com/discussions/does-your-system-help-with-the-grant-process) - 1 comment, 1 upvote - [How does Certent help private companies through the IPO process?](https://www.g2.com/discussions/how-does-certent-help-private-companies-through-the-ipo-process) - 1 comment, 1 upvote - [View Certent pricing details and edition comparison](https://www.g2.com/products/certent/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+07%3A36%3A36+-0500&secure%5Bsession_id%5D=28aa0639-7945-49c8-999c-dd44281b7b45&secure%5Btoken%5D=cf6b1618e5822f6d549f55275fe7f7bd71a9bdf365d6024666c41e664fdb3791&format=llm_user) ## Certent Features **Additional Functionality** - Incident Management - Real-Time Monitoring - Evidence Management - Risk Alerts - Reporting & Statistics - Third-Party Integrations - Workflow Management - Risk Analysis - Sarbanes-Oxley Compliance - Single Sign On - Compliance Management - Policy Management - Real-Time Reporting - Audit Trail - Assessment Management - HIPAA Compliant - Operational Risk Management - Document Storage - Enterprise Risk Management - Data Visualization - Configurable Workflow - Vendor Management - IT Risk Management - User Management - Issue Management - Internal Controls Management - AI Copilot - Environmental Compliance - Customizable Reports - Data Import/Export - Risk Management - API - Document Management - Risk Assessment - Activity Dashboard - Task Management - Audit Management - Generative AI - Governance - Corrective and Preventive Actions (CAPA) - Alerts/Notifications - FDA Compliance - Secure Data Storage - Approval Process Control - Version Control **Platform Basics** - Reporting - Investor Reporting **Generative AI** - AI Text Generation - AI Text Summarization **Platform - Compensation Planning** - Compensation Budgeting - Merit Cycle Planning - Pay Transparency - Automated Compliance - Reward Structuring - Compensation History - Succession Planning - Salary Planning **Plan Management - Stock Plan Administration** - Document Management - Trading & Settlement - Equity Compensation - Cap Table - Workflows **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Platform Data** - Visualization - Platform Search - Dashboard - Activity Dashboard **Additional Features - Compensation Planning** - Reporting Capabilities - Workflow Automation - Integrations **Compliance - Stock Plan Administration** - Security - Tax **Agentic AI - Regulatory Change Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Campaign Planning **Additional Functionality** - Approval Process Control - Duplicate Detection - AI Copilot - Customizable Reports - Role-Based Permissions - Employee Onboarding - Alerts/Notifications - Data Import/Export - Reminders - Customizable Templates - Compensation Statements - Goal Setting/Tracking - Automated Receipt Matching - Organizational Charting - Market Data Analysis - Employee Reward Programs - Employee Portal - Compensation Plan Modeling - Employee Database - Audit Trail **Platform Content** - File Sharing **Employee Self-Service - Stock Plan Administration** - Documents - Education **Platform Additional Functionality** - Cap Table - 409a - Equity Governance **Analytics & Data Management - Stock Plan Administration** - Integration - Reporting **Agentic AI - Equity Management** - Autonomous Task Execution **Additional Functionality** - Audit Management - Vesting Management - Workflow Management - Forecasting - Alerts/Notifications - Audit Trail - Performance Metrics - Portfolio Management - CRM - API - Third-Party Integrations - Scenario Planning - AI Copilot - Grant Management - Compliance Management - Financial Analysis - Multi-Currency - Financial Modeling - Financial Management - Real-Time Data - Transaction History - Role-Based Permissions - Deal Management - Generative AI - Document Management - Valuation Management - Customizable Reports - Real-Time Analytics - Document Storage - Client Portal - Reporting & Statistics - Activity Tracking ## Top Certent Alternatives - [Carta Equity Suite](https://www.g2.com/products/carta-equity-suite/reviews) - 4.3/5.0 (233 reviews) - [Shareworks by Morgan Stanley](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) - 3.8/5.0 (32 reviews) - [Ledgy](https://www.g2.com/products/ledgy/reviews) - 4.6/5.0 (64 reviews)