Certent Equity Management vs. Questrade

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.

It helps me in managing my Canadian portfolio which includes stock-specific investments and ETFs as well. They charge no commission or very little commission on some specific trade.

• 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.

• Easy to follow user interface.
• Monthly reports are very detailed and contain visuals to aid in the understanding of performance.
• Questrade has a very responsive customer support team.
• Questrade has low fees.

Incentivized

Independently Invited by TrustRadius

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

• There are no features that are hard to use or that I would like to see improved.

Incentivized

Independently Invited by TrustRadius

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

• Better charts within the app.
• Dark mode setting.
• Setting self Limits to margin investing.

Incentivized

Independently Invited by TrustRadius

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.

Pretty easy to go through and learn on your own.

I can only remember a couple of times when cannot access the system.

We do not access support directly. We go through Plan Mosaic.

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.

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.

I have used WealthSimple before, and I can say that Questrade is just a bit more intuitive for me. It's catered for beginners, but also has additional features for those who are a bit more advanced. Questrade is a flexible platform that allows you to create and track various types of portfolios, create and track various types of strategies, etc. By far the superior choice in my opinion.

Incentivized

Independently Invited by TrustRadius

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

• 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.

• In my experience, Questrade has delayed me for months! I feel it's a waste of time
• I don't know how they deserve such high ratings, maybe they buy marketing and reviewers. In my opinion, don't buy into their sales pitch!!!