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Certent Equity Management Reviews & Product Details - Page 2

Certent Equity Management Overview

What is Certent Equity Management?

Certent Equity Management from insightsoftware streamlines and simplifies how private and public companies track, manage, and report on cap table and equity compensation while saving you time, cost, and reducing risk. Equity Administration Streamline the entire equity process from grant processing through to exercise and settlement. Equity Financial Reporting Eliminate the need for spreadsheets and integrate seamlessly with any equity administration platform. Broker & HR Payroll Connectors Eliminate the need to change equity platforms if you decide to change your broker and sync employee HR records with your equity plan database. Equity Compensation Services Choose from a full range of equity compensation administration and accounting services to support your company’s unique needs. Cap Table Management Achieve a new level of insight and analysis, and enjoy more organized data, better decisions, and enhanced communications.

Certent Equity Management Details
Languages Supported
English
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Product Description

Streamline equity management, tighten compliance, minimize risk, improve your productivity. It’s life beyond the spreadsheet.


Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
786 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 employees on LinkedIn®
Description

insightsoftware is a global provider of Connected Solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.


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Recent Certent Equity Management Reviews

CG
Ciara G.Enterprise (> 1000 emp.)
4.0 out of 5
"Feasible Option for Plan Administration"
It is intuitive to use for running reports, proxying in as a participant, and transferring files.
RK
Ritesh K.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great System, Easy to Use"
Its easy to read, follow and track once you login. The system has great details and is able to understand quite a bit of variations and nuances.
Peter W.
PW
Peter W.Mid-Market (51-1000 emp.)
5.0 out of 5
"A Comprehensive Solution for Equity Compensation"
Certent Equity Management is a dependable tool for managing equity compensation plans. The reports are easy to generate and connects well with our ...
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Certent Equity Management Media

Certent Equity Management Demo - Grant Overview Page with Drop Down Screenshot
Grant Overview Page with Drop Down
Certent Equity Management Demo - CEM
CEM
Certent Equity Management Demo - CEM
CEM
Certent Equity Management Demo - CEM
CEM
Certent Equity Management Demo - CEM
CEM
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114 Certent Equity Management Reviews

4.4 out of 5
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114 Certent Equity Management Reviews
4.4 out of 5
114 Certent Equity Management Reviews
4.4 out of 5

Certent Equity Management Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Certent Equity ManagementQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Consumer Goods
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

Simple to use system, reliable data, prompt customer service. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Would love a self-service option for admin info (such as participant info, etc.) Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

The system allows our lean team to manage various types of equity awards with little internal investment. Their service is critical for us to meet our reporting and compliance deadlines. Review collected by and hosted on G2.com.

RL
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

First of all, Tina Carlson and her team are always very responsive to my queries and are ready to assist! The system is very user friendly and the standard reports available meet our monthly reporting needs. We were considering adding these services to our brokerage provider (to consolidate) but decided against it as their Equity Management support does not even compare close.

I also like the fact that the File Management features are now within the Certent Equity Management system. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Just like all systems, there are sometimes minor quirks in the reports, but Tina Carlson and her team address them quickly. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

Monthly reporting requirements. Review collected by and hosted on G2.com.

Verified User in Pharmaceuticals
AP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

The software is very intuitive and the reporting functionality exceeds that of competitors. Sandbox environments are excellent. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

It is one of the more expensive options on the market. File transfer protocol can be a bit clunky. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

We use the software for equity management and preparation of documents to support our financial reporting function. The ease of use and reporting are two of its strengths, in both cases being intuitive and provide a lot of functionality.

In the past, we have used to process reverse stock splits, in all cases engaging their professional services team. They exhibited good subject matter expertise and delivered the deliverable timely. On three occasions I have worked with Brent Jerolimic and on one occasion Cory McCarty and they were professional. easy to work and most importantly, the product as promised. Review collected by and hosted on G2.com.

AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

We use Certent to manage our equity awards, including new awards issuance, recording keeping, reports generating. What I like the most is Certent Customer Service Rep (Steve Sagnip). Our rep always addresses our questions professionally and timely. He guided us through the implementation and provided us useful insights about the system fuctions. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Not the most user friendly platform. I needed ustomer Service Rep help to maneuver the system and use its funtions to the max capacity. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

Record keeping was very manual before we implemented Certent and Certent solved this issue. Review collected by and hosted on G2.com.

SC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

Certent is very easy to use, and the customer support representatives have been excellent at getting us up and running. The reporting feature of Certent provides us with everything we need to track stock based compensation and assists with our financial statement disclosures. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

There are not many downsides to Certent. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

It not only calculates journal entries, EPS, and other required numbers for disclosures, it exports the data into and EUC tool (excel) so that we can better verify the accuracy of the reports. Review collected by and hosted on G2.com.

Keri D.
KD
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

Excellent account support. Our accout representative has been more than willing to help us with every step of our process. She has walked up through performance awards, NQSO's, and reporting. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

The excel spreadsheets that are used to upload information into the system aren't super intuitive, but with the excellent support from our team, we have been successful. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

Reporting is excellent and allows us to mangage awards,employee compensation and employee information and tracking. Review collected by and hosted on G2.com.

MH
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

Certent Equity Management is user friendly and very easy to navigate. The reporting features are fantastic and the Customer Service Team is the best in the business. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

I seriously do not have any dislikes about Certent Equity Management. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

A couple of years ago we did all of our equity administration in house. When one of our employees left we turned to Certent to find solutions. They offered to provide the administrative services. We are so thankful to have them. Review collected by and hosted on G2.com.

Verified User in Commercial Real Estate
AC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Certent Equity Management?

Chris Reynolds Senior Tech Support Engineer and his team/colleagues are absolutely amazing! They respond quickly to cases and provides accurate resolutions. If they are unsure they will let me know I trust when they give me a timeline of when they will be able to respond. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Reporting. Although the standard delivered reports can get the job done with modification once in it's excel, it would be nice to be able to create your own reports similar to how BI Cognos analytics allows. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

We are able to automate our equity plans vs. keeping track of them excel which can be a daunting task. Review collected by and hosted on G2.com.

Verified User in Biotechnology
AB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Certent Equity Management?

The Certent Equity Management is user friendly and easy to navigate and is especially helpful to see the real-time and point in time statistics. The reporting functionality makes it easier to have reliable and efficient reporting. The customer service team is also great to work with, they are very knowledgeable about all types of awards and are timely on their responses. Our customer service representative Steve Sagnip has been a great partner to us. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Just like all systems, there are sometimes minor quirks in the reports, but once you get the hang of functionality, it is easy to use going forward. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

Helping us to track and manage our awards across the company pretty seamlessly. Also, the ease of use with the reporting tools and functions to help us book our monthly journal entries and fulfill our SEC reporting requirements. Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Certent Equity Management?

The system is user friendly and the standard reports available meet our monthly reporting needs. Reports are flexible and can be filtered in variety of ways for different purposes. Also, our insightsoftware representative, Tina Carlson, and her team are extremely responsive and diligent with our inquiries, updates, and reporting needs. Review collected by and hosted on G2.com.

What do you dislike about Certent Equity Management?

Our plan is complex. Certent assists in mananging inputs, tracking, and reporting. We appreciate their assistance. Review collected by and hosted on G2.com.

What problems is Certent Equity Management solving and how is that benefiting you?

Certant is helping us manage a complex, 3 - 7 year SAR option. Their efforts keep our HC low and our SAR receiptients happy. Review collected by and hosted on G2.com.