--- description: Review of Certent Equity Management Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Certent Equity Management | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Equity Management Software](/directory/4683/equity-management/software) > [Certent Equity Management](/software/411099/certent-equity-management) # Certent Equity Management Canonical: https://www.softwareadvice.ie/software/411099/certent-equity-management Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/411099/certent-equity-management?page=2) > Certent Equity Management gives finance and stock plan teams one system to administer, account for, and report on equity compensation. Who it's for The daily user is usually the person who owns equity end to end without a team of five behind them: a controller, a financial reporting manager, or a stock plan administrator at a private or public company. If you process grants and vesting all month, field participant questions between tasks, and then produce ASC 718 expense and disclosure reporting against a close deadline, you are the person this was built around. Compensation, payroll, legal, and governance teams work in it too, pulling their own reports instead of asking you to export something. Equity administration Run the full lifecycle in one place: grant processing, vesting schedules, exercises, cancellations, releases, and settlement. Filtering, tagging, sorting, and interactive reporting make it fast to answer the question you get asked most, usually some version of "what does this participant hold, and when does it vest?" Accounting and disclosure on the same data This is what separates an equity management system from a stock tracking tool. Grant activity feeds expense calculations directly, so ASC 718 expense, forfeiture true-ups, and disclosure reporting all come from the same records your administrators work in daily. Reporting is built to meet FASB, SEC, and IFRS requirements, and audit trails give your auditors a path they can follow without a supporting spreadsheet. Cap table management Ownership data sits alongside the equity plan rather than in a separate file, so your cap table reflects grant and exercise activity as it happens. Finance teams get cleaner numbers for board reporting, dilution analysis, and financing conversations, and everyone works from one version. Broker and HR payroll connectors Changing brokers usually means changing platforms. Here it means changing a connection. Broker connectors keep transaction data moving, and HR payroll connectors sync employee records into the equity database so terminations, transfers, and status changes are not re-entered by hand. Participant self-service A portal gives employees their own view of holdings, vesting schedules, and plan documents, and lets them complete transactions without emailing your team. ESPP enrollment and purchase periods run through the same place. Choose how much you handle Some teams want to run administration in house. Others would rather hand it off, and plenty change their mind as headcount grows. You can manage the plan yourself, move administration and accounting to the services team, or split the work between you. That flexibility is a common reason teams stay put through growth stages instead of migrating. Support from equity people Support comes from equity specialists, including Certified Equity Professionals and CPAs, rather than a general software help desk. Reviewers mention this more than any single feature. When the question is whether a plan modification triggers a new measurement date, it helps to reach someone who has answered it before. Getting started Implementation covers guided setup and migration of your existing plan data, including historical grant and transaction records, so nobody rebuilds history by hand. Your implementation contact walks the first close in the system with you, which is where most of the learning curve flattens out. > > Verdict: Rated **4.6/5** by 85 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 85 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: insightsoftware - **Location**: Raleigh, US - **Founded**: 2018 ## Commercial Context - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Management - Audit Trail - Budget Management - Cap Table Management - Compensation Plan Modeling - Compensation Statements - Compliance Management - Data Import/Export - Deal Management - Document Storage - Employee Reward Programs - Financial Reporting - Grant Management - Incentive Management - Investor Reporting ## Integrations (1 total) - Microsoft Excel ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Equity Management Software](https://www.softwareadvice.ie/directory/4683/equity-management/software) ## Related Categories - [Equity Management Software](https://www.softwareadvice.ie/directory/4683/equity-management/software) - [Financial Risk Management Software](https://www.softwareadvice.ie/directory/4165/financial-risk-management/software) - [Fund Accounting Software](https://www.softwareadvice.ie/directory/275/fund-accounting-software/software) - [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software) - [Compensation Management Software](https://www.softwareadvice.ie/directory/428/compensation-management/software) ## Alternatives 1. [Vestd](https://www.softwareadvice.ie/software/250354/vestd) — 4.9/5 (105 reviews) 2. [SeedLegals](https://www.softwareadvice.ie/software/346294/seedlegals) — 4.9/5 (83 reviews) 3. [Carta](https://www.softwareadvice.ie/software/66805/carta-for-investors) — 4.2/5 (64 reviews) 4. [Capboard](https://www.softwareadvice.ie/software/346638/capboard) — 4.7/5 (10 reviews) 5. [Corporify](https://www.softwareadvice.ie/software/195883/corporify) — 4.6/5 (29 reviews) ## Reviews ### "Very easy to use\!" — 4.0/5 > **Iltaf** | *24 February 2025* | Utilities | Recommendation rating: 9.0/10 > > **Pros**: User-Friendly Interface, Excellent Reporting, Customer Support, Seamless Transition,Affordability > > **Cons**: Technical Issues, Limited Customization, Complex Reporting, Customer Support > > Overall, users appreciate the robust features and support offered by Certent Equity Management, but there are areas for improvement, particularly regarding the user interface and customization options. ----- ### "Feasible Solution for Plan Administration" — 4.0/5 > **Ciara** | *14 February 2025* | Alternative Medicine | Recommendation rating: 8.0/10 > > **Pros**: It's a very intuitive platform to use, easy to run reports, proxy in as a participant, and drop off and pick up files. > > **Cons**: There are too many restrictions on making updates as an administrator. Many changes must go through the service team. ----- ### "This may be the worst software I have used. Ever." — 1.0/5 > **Brooks** | *6 March 2020* | Computer Software | Recommendation rating: 0.0/10 > > **Pros**: Through many bugs and a painful login and re-authentication process every single time I access the platform, I have been able to exercise my options through Certent. > > **Cons**: They take something that is already difficult for many people to understand and make it worse by having a terrible UI, and login and authentication process > > Awful. Just Awful. ----- ### "Certent review" — 4.0/5 > **Verified Reviewer** | *7 January 2025* | Biotechnology | Recommendation rating: 7.0/10 > > **Pros**: representative is responsive to my queries and usually able to resolve or bring in the right contact to help resolve > > **Cons**: Certain reports could be better - example the accrued expense report, the net expense column is on the far right side of the report (about 50 columns over) and so every time you have to pull it forward for easy visability ----- ### "Certent Equity Management - Streamlined Workflows and Expert Support" — 5.0/5 > **Lynne** | *16 September 2025* | Pharmaceuticals | Recommendation rating: 10.0/10 > > **Pros**: The Certent Equity Management team is always available, and having them process the transactions takes so much pressure off me. Being someone used to being hands-on in every aspect of things, it's not easy for me to turn things over to someone else to handle (i.e., processing vests) so it speaks volumes that I trust and am comfortable with Certent handling all of that type of work, leaving me able to focus on other things. \[sensitive content hidden\] (the Principal Client Services Manager) and Certent's Plan Administration team are subject matter experts, respond quickly, ask the right questions if needed and provide for seamless transactions. > > **Cons**: It's sometimes a little challenging to determine what is the right report to run when I'm doing ad hoc analysis, so sometimes there's a bit more "trial and error" than I would like. On the plus side, once I determine which reports I'm looking for, I'm able to label them as favorites. > > My overall experience with Certent Equity Management has been excellent, from implementation to transactions to reporting. The bi-weekly meetings with \[sensitive content hidden\] are very helpful to ensure I'm not missing anything in my submissions, and she is quite familiar with my participants and any special circumstances/situations our company has. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/411099/certent-equity-management?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/411099/certent-equity-management) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data