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Certent Equity Management: Stock-Based Accounting Software
January 11, 2022

Certent Equity Management: Stock-Based Accounting Software

Ankit Kumar Rai | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certent Equity Management

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.
  • 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.

Do you think Certent Equity Management delivers good value for the price?

Yes

Are you happy with Certent Equity Management's feature set?

Yes

Did Certent Equity Management live up to sales and marketing promises?

Yes

Did implementation of Certent Equity Management go as expected?

Yes

Would you buy Certent Equity Management again?

Yes

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.