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Certent Equity Management

Certent Equity Management


What is Certent Equity Management?

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.

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Recent Reviews

TrustRadius Insights

Certent has been praised by users for its ability to accurately track stock options and restricted grants. With its automation …
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Product Details

What is Certent Equity Management?

Certent Equity Management Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings


Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Certent has been praised by users for its ability to accurately track stock options and restricted grants. With its automation capabilities, the software expedites the month-end closing process by generating reports seamlessly. Customers value the standardized reports that Certent offers, which provide status updates on grants, exercises, vestings, and terminations. By simplifying administrative and financial reporting procedures, Certent ensures increased efficiency and reliability. Users appreciate the user-friendly interface and the availability of standardized reports for equity compensation plans. Additionally, Certent proves beneficial for extracting detailed accounting plans and stock plan reporting in the market. The software also facilitates SEC reporting, including Black Scholes option expense calculations, as well as filing forms 3, 4, and 5 with the Securities and Exchange Commission using Certent's Section 16 filing platform. While some users encounter occasional challenges when running reports or exporting data to Excel, overall, they have had a positive experience with Certent. Its valuable functionalities make it an indispensable tool for learning about equity administration. Furthermore, customers have commended Certent's responsive and knowledgeable customer service team for their assistance.

Attribute Ratings


(1-3 of 3)
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Ankit Kumar Rai | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Certent Equity Management is used in the following ways at [my organization]. [From] my previous experience, this is how it was used: 1. It is used as [an] Equity management software. 2. It is used to administer grants and Esops to new and existing employees. 3. It helps with [the] extraction of Reports on Equity Compensation plans. 4. It helps with detailed Accounting plans. 5. It also helps with detailed stock plan reporting on the market.
  • It shows grant allocation and value well.
  • It calculates taxation and IFRS compliance.
  • [It] automates and streamlines stock allocation and grants management.
  • [It provides] seamless integration with internal critical systems.
  • Training could be given better to employees.
  • [In my opinion, the] customer support team is very slow in response.
  • It should allow [the] customizing [of] reports, including column headings.
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 saves a lot of time and energy in Capital report generation.
  • [The] report system is easily audited.
  • [The] software is quick and allows many users to use it at the same time.
  • [It] manages stock options and ESPP contributions.
  • 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.
  • Active Trader Pro (Fidelity Investments)
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.
Score 10 out of 10
Vetted Review
Verified User
We use Certent to keep track of all our stock option grants and produce reports for SEC reporting, which includes black Scholes option expense. In addition, we use the Section 16 filing platform to file our forms 3, 4, and 5's with the Securities and Exchange Commission. We have had no problem with this product and have received great support when needed.
  • Great response time
  • Easy to use
  • Great search feature
  • There are no features that are hard to use or that I would like to see improved.
Well suited to track stock option grants and provide reports for SEC filings. Well suited to submit forms for section 16 filers.
  • Section 16 filing portal
  • black Scholes expense model
  • Stock option tracking
  • none
Score 5 out of 10
Vetted Review
Verified User
  • 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.
  • 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.
  • 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.
3 primary admins in finance and one IT license – more for testing and security.
We are periodically setting up new users, deleting people who’ve left.
  • Track our stock plan database – from initial grant to any type of stock split, any terminations, exercises.
  • For internal administration efficiency – not driven by Sarbox.
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.
Equity Edge from e-Trade
  • Professional services company
Plan Mosaic
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.
  • Online training
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.
We do not access support directly. We go through Plan Mosaic.
Pretty easy to go through and learn on your own.
I can only remember a couple of times when cannot access the system.
  • UBS One Source
Manual data feed, they send every night.
I wasn't involved - happened before I joined.
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