Certent Equity Management vs. Uplaw

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.

Uplaw is easy to access, visualize and use, when organisations have deployed multiple grants and stock options plans inside teams, business units, and countries. My teams and I can access to all our grants, visualize strike price as well as vesting plans, cadicity and sunset, and potential gains. Whatever type of options plans is granted, the solution can manage it.

• 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.

• vesting plan accuracy
• financial simulation to calculate potential equity plans gains
• mobility access thanks to mobile apps
• customer support expertise

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

Incentivized

• Only in French and English
• Limited number of access available for my team
• Impossible to exercice options

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.

very easy to use

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.

Carta is not adapted to the french regulation and french market Carta is much more complex to use, and less user friendly

• 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.

• gain time thanks to automation
• accurate data vs manual excel
• easiness to access
• more people engagement