Equity Management Software Resources
Glossary Terms, Discussions, and Reports to expand your knowledge on Equity Management Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find feature definitions, discussions from users like you, and reports from industry data.
Equity Management Software Glossary Terms
Equity Management Software Discussions
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Question on: J.P.Morgan Workplace Solutions
What is the latest plan to get the share trader certificate in Japan?What is the latest plan to get the share trader certificate in Japan? I am expecting it to happen soon that will make us manage the process smoother.
Dear Mr. Okada. Thank you for the query. This is a huge priority for us too and we're happy to say that this process is well underway. We hope to have our licence in place by Q1 2022.
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Question on: Certent Equity Management
Do you provide software or outsourcing?We provide software that can be administered by your team or can be partially or fully outsourced to our administration team. We also provide professional services with our own equity admin pros team no matter which option you choose, we provide live support and email support as a standard.
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Question on: Certent Equity Management
Are you a broker? Do I need a broker?We are not a broker but we do have a broker-neutral model where you can select your preferred broker. Our broker connector has pre-integrated, certified connections with leading brokers which allows you to work with one or several brokers, supporting the end to end exercise and settlement process. We can help you select a broker as well by connecting you to them for demos so you can make an informed decision with professional support.
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Equity Management Software Reports
Grid® Report for Equity Management
Winter 2025
G2 Report: Grid® Report
Momentum Grid® Report for Equity Management
Winter 2025
G2 Report: Momentum Grid® Report
Grid® Report for Equity Management
Fall 2024
G2 Report: Grid® Report
Momentum Grid® Report for Equity Management
Fall 2024
G2 Report: Momentum Grid® Report
Grid® Report for Equity Management
Summer 2024
G2 Report: Grid® Report
Momentum Grid® Report for Equity Management
Summer 2024
G2 Report: Momentum Grid® Report