Certent Equity Management vs. Vault Verify

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.

I think it is well suited for the request types we get and our experience with VV has been seamless.

• 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.

• Linking employee's earnings and deductions from core UKG into the VOE report.
• Support staff is quick and very helpful.
• The website is easy to use.

Incentivized

Invited by the Vendor

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

• It would be great if Vault Verify could have a template to verify/complete the Public Service Loan Forgiveness forms, since those have to be on specific forms.

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.

Vault Verify has been the best company to work with. The implementation was so easy, quick, and smooth, the customer service is beyond that of other HRIS systems, and the level of trust with I have for Vault Verify to handle our verifications of employment are beyond what my expectations were. All of this and we get money back for every verification that is comppleted was almost too good to be true, but it is true! I recommend this company to everyone who asks! I work with a lot of vendors and they are by far the best

Incentivized

Invited by the Vendor

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

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.

The verification data is pulled on demand with Vault Verify. When using The Work Number by Equifax, the data was only pulled 2 times a month, so we would still get requests for more up-to-date verifications.

• 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.

• Saves us at least 4 hours a week on verificaitons
• No cost to us
• We receive monthly checks from Vault that we can use to offset other expenses

Incentivized

Invited by the Vendor

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