Certent Equity Management vs. Shareworks, by Morgan Stanley

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Certent Equity Management
Score 7.2 out of 10
N/A
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.N/A
Shareworks, by Morgan Stanley
Score 5.0 out of 10
N/A
Shareworks by Morgan Stanley (formerly Solium Shareworks, and with the capabilities of the former Capshare) is a cloud-based equity compensation administration platform. It allows users to collaborate, share, comply, trade, model, support decisions, create reports and control plans more simply and securely.N/A
Pricing
Certent Equity ManagementShareworks, by Morgan Stanley
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Certent Equity ManagementShareworks, by Morgan Stanley
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Certent Equity ManagementShareworks, by Morgan Stanley
Top Pros
Top Cons
User Ratings
Certent Equity ManagementShareworks, by Morgan Stanley
Likelihood to Recommend
8.5
(3 ratings)
1.0
(7 ratings)
Likelihood to Renew
5.0
(1 ratings)
-
(0 ratings)
Usability
8.0
(1 ratings)
-
(0 ratings)
Availability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
-
(0 ratings)
9.0
(1 ratings)
Online Training
6.0
(1 ratings)
-
(0 ratings)
User Testimonials
Certent Equity ManagementShareworks, by Morgan Stanley
Likelihood to Recommend
Insightsoftware, Inc
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.
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Solium
Well suited for privately or publicly held companies with stock option plans or ESPP. Helpful for calculating stock compensation expense.
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Pros
Insightsoftware, Inc
  • 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.
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Solium
  • Calendar of vesting schedule
  • Visibility into value of various equity based compensation
  • Ability to setup default release elections at vesting dates
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Cons
Insightsoftware, Inc
  • There are no features that are hard to use or that I would like to see improved.
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Solium
  • At the time, couldn't calculate a formula based on milestone vesting
  • Had some small hiccups with calculating stock option compensation expense, but Capshare was able to solve over time.
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Likelihood to Renew
Insightsoftware, Inc
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.
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Solium
No answers on this topic
Usability
Insightsoftware, Inc
Pretty easy to go through and learn on your own.
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Solium
No answers on this topic
Reliability and Availability
Insightsoftware, Inc
I can only remember a couple of times when cannot access the system.
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Solium
No answers on this topic
Support Rating
Insightsoftware, Inc
We do not access support directly. We go through Plan Mosaic.
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Solium
We had a great team consisting of two Solium Shareworks admin experts, and one financial reporting expert to help us with the implementation. After the implementation, I feel we are in good hands with the Solium Shareworks relationship manager. We have quarterly contact with the team when new grants need to be added. Other then that, we are self-sufficient with the tool.
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Online Training
Insightsoftware, Inc
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.
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Solium
No answers on this topic
Implementation Rating
Insightsoftware, Inc
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.
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Solium
No answers on this topic
Alternatives Considered
Insightsoftware, Inc
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.
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Solium
We like Carta because they offer transfer agent services in addition to Cap Table management. Shareworks is the upgraded Capshare. This is for IPO ready companies who are ready to take the next steps
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Return on Investment
Insightsoftware, Inc
  • It helps with taxation compliance, which could be a major issue.
  • [The] uploaded template helps with large amounts of data [that needs] uploading in grants and helps keep a lean team in management and operations.
  • [The] availability of different types of reports makes transactional activity easy.
  • Accounting, reporting, and disclosures become easy.
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Solium
  • Positive - easy for employees to review stock plan and agreement.
  • Positive - easy to pull cap table reports.
  • Negative - requires a lot of administrative work for account activation, acceptance by users.
  • Negative - support is not responsive.
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