[ Certent Reviews ](https://www.g2.com/products/certent/reviews) [ Certent Reviews ](https://www.g2.com/products/certent/reviews) # Certent Features ##### ## Platform Basics (2) Reporting Provides analytics tools that reveal important business metrics and track progress. Investor Reporting Compile and report on all investor activities Show More ##### ## Platform Data (4) Visualization Contains tools to visalize data sets or workflows Platform Search Find important content or files using keywords, metadata, tags, etc. Dashboard Has a centralized dashboard for users to interact with Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Platform Content (1) File Sharing Provides robust sharing options for communication with both internal and external stakeholders. Show More ##### ## Platform Additional Functionality (3) Cap Table Contains cap table management capabilities 409a Provides 409a valuation centered features Public Equity Shares and stocks owned by individuals in a company that is not trading publicly in the stock market Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Platform - Compensation Planning (8) Compensation Budgeting Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization. Merit Cycle Planning Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses. Pay Transparency Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management. Automated Compliance Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors. Reward Structuring Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity. Compensation History Accesses employee compensation history and talent records when evaluating compensation planning strategies. Succession Planning Planning, tracking and developing internal talent for future key position filling Salary Planning Budgets, benchmarks and tracks all salary processes and associated costs Show More ##### ## Additional Features - Compensation Planning (3) Reporting Capabilities Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards. Workflow Automation Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required. Integrations Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions. Show More ##### ## Plan Management - Stock Plan Administration (5) Document Management Manage documents and their stage in the plan administration workflow. Trading & Settlement Securely processes exercise requests, mangates tax withholdings, and syncs with brokerage firms Equity Compensation Manages how shares are awarded to employees and other stakeholders. Cap Table Defines cap tables to describe a company's ownership structure. Workflows Provides workflows to automate tasks such as exercising requests. Show More ##### ## Compliance - Stock Plan Administration (2) Security Enhances security through data encryption, access controls, secure storage, audit trails, two-factor authentication, and regular security updates. Tax Complies with tax rules across various local and international jurisdictions. Show More ##### ## Employee Self-Service - Stock Plan Administration (2) Documents Allows access to plan administration documents. Education Includes learning materials to support employees with finacial literacy. Show More ##### ## Analytics & Data Management - Stock Plan Administration (2) Integration Integrates with human resources software and financial managemen solutions. Reporting Automates various financial, compliance, and employee statements and reports. Show More ##### ## Agentic AI - Regulatory Change Management (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Equity Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Additional Functionality (52) Approval Process Control Manage the process of evaluating documents or requests submitted for approval Duplicate Detection Compare new data with existing records to detect duplicate entries AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compensation Statements Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Organizational Charting Diagram that shows the structure of an organization and the relationships between parts Market Data Analysis Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies Employee Reward Programs Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs Employee Portal Online portal where employees can access and track their own information Compensation Plan Modeling Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Audit Trail A record of all activities within the system, including user access, changes made, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Vesting Management Incentive program that allows employees to earn assets such as equity stocks or retirement plans in return for staying with the company Workflow Management Create, design and manage workflows for repetitive tasks Forecasting Form predictions based on past and present data/trends Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system API Application programming interface that allows for integration with other systems/databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Scenario Planning Develop potential scenarios to identify risks and opportunities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Grant Management Monitor application statuses, proposals and award funds Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Multi-Currency Manage and handle various international currencies Financial Modeling Decision-making process using businesses past, present and forecasted future operations. Financial Management Plan, manage, and track the financial activities of an individual or organization Real-Time Data Receive data and information in real time Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Deal Management Defines specific deal parameters to negotiate and secure deals Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Management Store, manage, and track all electronic documents in a centralized location Valuation Management Assessment technique to estimate the current worth of an asset or company Customizable Reports Alter the layout and content of reports Real-Time Analytics Analyze and gain insights into data in real-time Document Storage Store and organize documents in a centralized system Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Tracking Track and document all activities across devices, networks, and other systems Show More ## Top-Rated Alternatives [ ![Carta Equity Suite](https://images.g2crowd.com/uploads/product/hd_favicon/8557be990b3513952cd67b5494d36ac8/carta-equity-suite.svg "Carta Equity Suite") Carta Equity Suite 4.3/5(233) ](https://www.g2.com/products/carta-equity-suite/reviews) [ ![Shareworks by Morgan Stanley](https://images.g2crowd.com/uploads/product/hd_favicon/9597e7d88c4d0499ce714acf444fa37c/shareworks-by-morgan-stanley.svg "Shareworks by Morgan Stanley") Shareworks by Morgan Stanley 3.8/5(32) ](https://www.g2.com/products/shareworks-by-morgan-stanley/reviews) [ ![Ledgy](https://images.g2crowd.com/uploads/product/hd_favicon/870c442507e2b1d97bf30e175c31bda7/ledgy.svg "Ledgy") Ledgy 4.6/5(67) ](https://www.g2.com/products/ledgy/reviews) [ View All Alternatives ](https://www.g2.com/products/certent/competitors/alternatives) 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(67) [ Compare Now ](https://www.g2.com/compare/certent-vs-ledgy) ##### 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) [ Stock Plan Administration ](https://www.g2.com/categories/stock-plan-administration) Show More ##### Explore More [ Which meeting room booking system offers the most intuitive interface? 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