Certent Equity Compensation Management, now part of Insightsoftware since the January 21 acquisition, helps companies stay compliant in the administration of equity awards and grants.
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Interactive Brokers
Score10 out of 10
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Interactive Brokers helps Investors globally in stocks, options, futures, currencies, bonds and funds from a single integrated account . Accounts can be funded in multiple currencies and trade assets denominated in multiple currencies. with access market data 24 hours a day and six days a week.
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Pricing
Certent Equity Management
Interactive Brokers
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Certent Equity Management
Interactive Brokers
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
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Interactive Brokers offers different pricing structures for Commissions, Margin and Interest Rates accounts, Market Data and Broker Fees.
Certent Equity Management is well suited in the following ways: 1. [The] software provides seamless integration to internal software. 2. [It provides] detailed reports of market equity management. 3. [The] software prepares financial equity footnotes for 10k reporting very well. 4. It helps with award modification [as] needed. 5. I enjoy doing capitalization tables.
Interactive Brokers is appropriate for retail equity investing and pension accounts holding - totally appropriate. Institutional accounts and proprietary trading group accounts - appropriate for those managing risks themselves because there is no automatic or supervised control and you trade at your own discretion. Not appropriate - is you look for crypto trading with instruments not accepted by regulator authorities as featured instruments with acceptable risk, to make sustainable and regulated investments with the main aim to preserve capital. All not regulated instruments are not appropriate and it is good and professional.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
As an organization, we have evaluated various Equity management and accounting software before shortlisting and testing these software and finally selecting 1 software. It has a user-friendly interface that helps and encourages employee participation. Moreover, it has simple and easy-to-understand grants and reporting, which are illustrated by easy-to-understand examples.
Reliable connection, fast interface, rapid data updates, lower comission costs that is all features coinsided at one place for Interactive Brokers trader workstation. Even account types offering is wider to include also trading group accounts not only retail, IRA 401. Interactive Brokers makes easy to enter the prop business or serve large family office needs as an adviser or discretionary mandate trader (EU)
