2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 1 out of 100
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.5 out of 100

Likelihood to Recommend

Certent Equity Compensation Management

No answer on this topic is available.

Carta (formerly eShares)

Carta is perfect for any sized organization when shares and stock options are in the picture for new/seasoned employees alike. If a company does not provide these benefits to employees, it may not be the best fit for them unless there are other value-adds the tool can provide in other areas.
Hayden Anderson | TrustRadius Reviewer

Pros

Certent Equity Compensation Management

  • Expense calculations – the whole accounting for equity awards is pretty technical and not real easy to follow. It does a good job of calculating GAAP expense for each award.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

  • Expense Reporting - GAAP compliant and easy to manage, a report is run monthly and provides all the details needed to book the expense.
  • Equity Manageent - All stock certificates for our investors are held in Carta making Equity easy to manage.
  • Stock Option Issuance - Options are issued in Carta and the entire option life cycle from issuance, approval, and exercising is handled in Carta.
  • User Interface is very easy to follow.
  • Support is very responsive and helpful.
  • Numerous education articles available to all users.
Anonymous | TrustRadius Reviewer

Cons

Certent Equity Compensation Management

  • We had to have an external consultant oversee and manage the software for us. It wasn’t easy enough for us to use on our own. Some of that may be because of the feeding of information between EASI and UBS Onesource software which is used for participant management of equity awards.
  • We just have read capabilities in-house and the ability to set-up new users. Anything needed to uploaded we have to send to our consultant, Plan Mosaic, to upload.
  • While some of the reporting is good, some is not that good. You are able to generate reports in PDF and download into Excel. However, some of the reports in Excel would dump a lot of unnecessary information and require you to do a lot of manual clean up.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

  • Still some issues with the auto-generated Excel file for stock calculations that required correction by technical support.
  • Could offer integration into accounting platforms or HR/payroll platforms to further cut down on manual input.
  • It should allow for custom user creation to allow for varying levels of access based on role in the company; currently, all security roles in the platform are out of the box without any modification allowed.
Walter Luceno | TrustRadius Reviewer

Likelihood to Renew

Certent Equity Compensation Management

Certent Equity Compensation Management 5.0
Based on 1 answer
I personally like the Equity Edge software better. The reporting is better and the software easier to use. The reason we didn’t continue to work with them is we didn’t want to use E-Trade as captive broker.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

No score
No answers yet
No answers on this topic

Usability

Certent Equity Compensation Management

Certent Equity Compensation Management 8.0
Based on 1 answer
Pretty easy to go through and learn on your own.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

No score
No answers yet
No answers on this topic

Reliability and Availability

Certent Equity Compensation Management

Certent Equity Compensation Management 9.0
Based on 1 answer
I can only remember a couple of times when cannot access the system.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

No score
No answers yet
No answers on this topic

Support Rating

Certent Equity Compensation Management

No score
No answers yet
We do not access support directly. We go through Plan Mosaic.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

Carta (formerly eShares) 9.3
Based on 2 answers
Every time I have sent a message to Carta's support team, they've responded within 2 business days. The support team is very helpful and always has answered my questions competently and professionally. Many of my questions have also been answered through their extensive support articles. Carta makes available a lot of information that has helped reduce te administrative work of answering questions for our employees as they are able to get most of the information they need through Carta's website.
Anonymous | TrustRadius Reviewer

Online Training

Certent Equity Compensation Management

Certent Equity Compensation Management 6.0
Based on 1 answer
We had a 2 hour introduction to the software over a Webex meeting by Plan Mosaic, and a user guide. Plan Mosaic is a reseller.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

No score
No answers yet
No answers on this topic

Implementation Rating

Certent Equity Compensation Management

A lot of decisions had been made already when I joined. I thought it was a fairly smooth process. You just need to make sure that you do a good job of auditing all the awards that are transferred from system to system. We did a reverse stock split that caused challenges with rounding of shares.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

No answers on this topic

Alternatives Considered

Certent Equity Compensation Management

No answers on this topic

Carta (formerly eShares)

I was not personally involved in choosing Carta over any other platforms. However, I can say I'm very happy with Carta. Carta allows for a central place to manage stock options from multiple companies and is extremely user-friendly and intuitive. With Carta being a market leader, it's nice to find new employers already using it as well.
Anonymous | TrustRadius Reviewer

Return on Investment

Certent Equity Compensation Management

  • It saved us a full time headcount of someone manually tracking all options. Most public companies have someone dedicated to stock plan administration, or at least a 0.5 FTE. We didn’t have that luxury here.
  • However there are costs. We have to hire a consultant Plan Mosaic to work with the system that costs $2k/month. I am not very happy with them. They are a really small shop, so you don’t have a lot of people you could call to get stuff done. Only 1-2 people can get things done for you.
Anonymous | TrustRadius Reviewer

Carta (formerly eShares)

  • We have a solution for employee stock options that is completely cloud-based.
  • We can easily see vesting schedules.
  • I can only assume this product helps out our HR team greatly in setting stock option expectations.
Anonymous | TrustRadius Reviewer

Pricing Details

Certent Equity Compensation Management

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Carta (formerly eShares)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Add comparison