What users are saying about
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4 Ratings
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Score 7 out of 100
This review does not include a rating.

Likelihood to Recommend

Certent Equity Management

Well suited to track stock option grants and provide reports for SEC filings. Well suited to submit forms for section 16 filers.
Anonymous | TrustRadius Reviewer

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Pros

Certent Equity 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

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Cons

Certent Equity 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

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Likelihood to Renew

Certent Equity Management

Certent Equity 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

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Usability

Certent Equity Management

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

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Reliability and Availability

Certent Equity Management

Certent Equity Management 9.0
Based on 2 answers
I can only remember a couple of times when cannot access the system.
Anonymous | TrustRadius Reviewer

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Support Rating

Certent Equity Management

We do not access support directly. We go through Plan Mosaic.
Anonymous | TrustRadius Reviewer

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Online Training

Certent Equity Management

Certent Equity 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

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Implementation Rating

Certent Equity 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

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Return on Investment

Certent Equity 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

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Pricing Details

Certent Equity Management

General

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

OPTRACK

General

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

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