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Certent Equity Management Erfahrungen

Über Certent Equity Management

Optimiere Kapitalisierungs- und Kapitalmanagement, verschärfe die Compliance, mindere Risiken und verbessere die Produktivität. Die Lösung bietet Funktionen, die über Tabellenkalkulationen hinausgehen.

Erfahre mehr über Certent Equity Management

Vorteile:

Certent Equity Management is extremely valuable in my quarterly SEC and investor reporting as well as our internal tracking of stock option expense items.

Nachteile:

Reconciling from our old system to the new system was a pain point, but this is mostly due to the lack of functionality in our old system.

Bewertungen zu Certent Equity Management

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,5
Kundenservice
4,8
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,3

Weiterempfehlungsquote

8,6/10

Certent Equity Management hat eine Gesamtbewertung von 4,6 von 5 Sternen basierend auf 63 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (63)

Greg
Sr. Director, Finance and Investor Relations in USA
Konsumgüter, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use Equity Management and Reporting Platform

5,0 vor 2 Monaten Neu

Kommentare: Happy with the product and customer service team.

Vorteile:

Certent equity management is user friendly, and easy to navigate. Customer service team is very supportive and always available to support you.

Nachteile:

The link between BAML and Certent isn't seamless - there are some quirks that require workaround.

Roger
Financial Reporting in USA
Pharmazeutika, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent Equity Management -Financial Reporting

5,0 vor 2 Monaten Neu

Kommentare: I am more than satisfied with Certent Equity Management. My level of comfort with the accuracy of the accounting/equity reports from Certent is high, as is with our auditors. Between the reporting functions and the customer service team, we are happy customers and we look forward to many more years of business together!

Vorteile:

In my role in our financial reporting department, I solely rely on the accounting/equity reports provided by CEM for our audits, as well as for our SEC reporting (10Q, 10K, and Proxy Stmt). I am extremely happy with the functional capabilities this software provides our Company, as well as very satisfied with the working relationships established with the customer service team over the last 15 years that I have been a user on this platform. The communication and assistance we receive has always been 10/10, and this is a strong reason why we have stayed loyal customers of Certent!

Nachteile:

I honestly do not have any issues and/or problems with any part of Certent Equity Management, as a user. Maybe the only small concern that I can think of is our broker is independent from Certent, so as our employees are vesting their RSUs and/or exercising their stock options, this data is transmitted daily to Certent and since I don't have access to our broker platform. I have to rely on the collaboration of data between these two platforms, which is out of my control.

Brooks
SDR Manager in USA
Computer-Software, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

This may be the worst software I have used. Ever.

1,0 vor 4 Jahren

Kommentare: Awful. Just Awful.

Vorteile:

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.

Nachteile:

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

Antwort von insightsoftware

vor 4 Jahren

Hi Brooks, We appreciate your feedback and want to work with you to improve your experience. We will be in touch to discuss how we can simplify the UI and improve the authentication process.

Robert
VP and Controller in USA
Einzelhandel, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Excellent Software and Support

5,0 letzten Monat Neu

Kommentare: The software is very robust and handles all of our equity reporting requirements.

Vorteile:

Easy of Use Excellent reporting capabilities Strong Support

Nachteile:

None to speak of. The software is robust so I don't see many cons.

Mary
Vice President of Administration in USA
Tierarzt, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Completely Solved Equity Management For Our Company!

5,0 vor 2 Monaten Neu

Kommentare: Our experience has been fantastic. We've never had the need for an Equity Management Platform in the past, but once our company committed to making Ownership Shares a standard benefit for our 1500+ full time employees, Certent was absolutely the solution we needed! We received great support from the Certent implementation, account management and admin team all along the way!

Vorteile:

Certent Equity Management completely solved the issues of issuing and tracking employee shares for our company both from the perspective of administration by our finance team but also from the perspective of visibility and access to this value added benefit for our employees! The Certent Support team has been fantastic helping us setup and use some of their standard features in an "outside of the box" way that fits our company's needs, and our account rep [sensitive content hidden] could not be more accessible or responsive when we have questions or need help with creative solutions!

Nachteile:

Would like to have the ability to do some manual adjustments such as changing email address, mailing address, etc information for participants ourselves rather than submitting those changes requests to the Certent Plan Admin team to do, but, at least their team is fast responding to change requests / tickets usually same day.

Dave
Payroll Director in USA
Alternative Medizin, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent Recommendation

5,0 vor 2 Monaten Neu

Vorteile:

Certent provides great customer service to our organization. We work hand in hand with them in regard to our equity management and upcoming vestings/settlements. Our collaboration with Certent is extremely helpful and integral in providing our employees with accurate results.

Nachteile:

N/A - I have zero complaints or concerns with Certent

Bradford
Executive Chairman in USA
Verteidigung & Raumfahrt, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A software package deep in scope and analytics

5,0 vor 2 Monaten Neu

Kommentare: I highly, highly recommend that anyone consider this equity management platform. We have a saying in the office when something doesn’t add up, “it’s not the software”. The analytics and depth of product is incredible.

Vorteile:

The Certent software came highly recommended and they have never disappointed. It is an extremely robust and powerful software platform.

Nachteile:

When they got acquired there was decent staff turnover.

Nabeel
VP Finance in USA
Medizinische Geräte, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Public company contoller perspective

5,0 vor 2 Monaten Neu

Kommentare: Overall, a great product with great features at a moderate price. Ease of use and intuitive interface is a huge plus. Reporting is highly customizable along with an efficient data transfer interface.

Vorteile:

I like it's ease of use and intuitive interface.

Nachteile:

It's sometime hard to get the consulting hours from a specialist in the event of an unusual or infrequent event.

James
Assistant Controller in USA
Metallabbau, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Equity Management System

5,0 vor 2 Monaten Neu

Kommentare: It is an amazing Equity Management system.

Vorteile:

It has every report you can wish for. The customer service is amazing.

Nachteile:

There is nothing I don't like about Certent

James
Sr. Director SEC Reporting in USA
Pharmazeutika, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Expensive but best on market

5,0 vor 2 Monaten Neu

Kommentare: Overall I am pleased with the software. The reporting is excellent and it is very easy software to work with. The customer support is accessible and the response time is good. We have used the professional support consultants on several occasions and they have 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.

Vorteile:

The software is very intuitive and the reporting functionality exceeds that of competitors. Sandbox environments are excellent.

Nachteile:

It is one of the more expensive options on the market.

Kenneth
Sr. Manager of Financial Reporting in USA
Biotechnologie, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Sr Manager Financial Reporting Review

4,0 vor 2 Monaten

Kommentare: The product works for what we need it to do. It provides us with reports needed for disclosure support, SBC JEs, Beneficial Ownership calculations, future vesting for forecasting. But the best thing as I mentioned above is our customer service. It's always important to have a good, dependable customer service representative at third-party service providers - especially equity management because some transactions can get complex. We've had many complex transactions that [sensitive content hidden] and the Accounting team have helped us out of.

Vorteile:

My favorite thing about working with Certent Equity Management is the customer service. [sensitive content hidden] Carlson is our Sr. Client Service Manager and she has been since I have been with the company (6 years). [sensitive content hidden] is always available and willing to help and so patient with our team. She set up bi-weekly meetings with HR and Finance teams to talk about any issues. Many times I would ask the same questions but she would answer without hesitation. Running and using reports is easy, and help system with videos is a great idea and has helped me many times with Black Scholes calculations or EVF changes. Accounting team always there to help as well - providing calculations as we need them.

Nachteile:

Not really user friendly if we want to create new reports - Certent would do it for us. Reports already created have a lot of unnecessary columns on them when they are run and there was no way for us to customize to what we needed. Being on the west coast when we are on the east isn't helpful either when we have an early morning question.

Sara
Stock Administrator and Legal Resource in USA
Gesundheit, Wellness & Fitness, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Good but not perfect

4,0 vor 2 Monaten Neu

Vorteile:

Certent has a lot of customization of fields beyond their generic fields. This has allowed us to filter our reports, broker integrations, etc. based on plans and participants, for example. I love that there is a "sandbox" for testing changes and uploading data before doing so in production.

Nachteile:

In the beginning, we had a dedicated account representative, but that person has changed a few times over the years and we've lost touch. Submitting a ticket for urgent help has been frustrating when I really needed help in the moment and couldn't wait 24-48 hours. I've had some very important settings in broker integration suddenly change without my knowledge, which affected grant and vesting data being sent to our broker. We tried to set up the Section 16 module, but with our company having some legacy plans before we spun from our parent, it was becoming too difficult and too costly to properly pull in that data.

Bobby
Corporate Controller in USA
Biotechnologie, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent Equity Management Review

4,0 vor 2 Monaten Neu

Vorteile:

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 [sensitive content hidden] has been a great partner to us.

Nachteile:

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.

Charlynn
SVP in USA
Immobilien, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great equity management and reporting tool

4,0 vor 2 Monaten

Kommentare: Positive, especially our working relationship with our customer care manager.

Vorteile:

Real-time equity management reporting is available on one report. Reports are flexible, and can be filtered in many different ways for different purposes. We use for performance based and time based RSUs and RSAs. We do not use the system for dividend/DEU calculations. Most critical reporting is used for SEC public reports, which are just a click away, and used to be manually calculated maintained in excel workbooks. Certent reporting saves us hours/days of manual tracking in excel. Also, our main relationship manager is extremely responsive and patient with our requests/questions.

Nachteile:

Since Certent is not a broker, when we changes from private to public, the connection with a broker has been very challenging. Almost like duplicative work and coding. Albeit, it seems like Certent's customer services is much better than the broker so we are hoping that once connection is made, we won't have any future broker/record keeper issues. Also, it would be valuable if Certent offered the ability to calculate cash dividends (not DEUs), so that we don't have to track in excel. But this is not a deal breaker.

Amy
Director in USA
Informationstechnologie & -dienste, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Certent Equity Management

4,0 vor 2 Monaten Neu

Vorteile:

The product works well for what we need it to do. We currently use it to management our equity awards, including maintain our records and issuing our new awards and generating various reports. The best thing is the customer service. Our customer service rep [sensitive content hidden]always responds to our questions timely and let us know when he will be away and ensures there is a backup to help us. He knows the system very well and guided us through during the implementation and provided help as we need in BAU process. Ops also process our requests very timely. They are always friendly and professionally.

Nachteile:

Not very user friendly. We need our customer service rep help to maneuver around in the system or figure out which report to run.

Becky
Accountant in USA
Bekleidung & Mode, 1.001–5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent Equity Management features

4,0 letzten Monat Neu

Kommentare: Overall, Certent provides a good service with stock plan administration reporting and accurate data.

Vorteile:

Certent provides stock plan administration reporting capabilities with multiple reports for both internal and external reporting. Our client relationship manager, [sensitive content hidden], is awesome and has bi-weekly touch base meetings to provide frequent communication.

Nachteile:

Certent tax information connections with our broker are not the best, but mitigating controls are in place to provide accurate data is received by the broker for certain transactions.

Zach
Financial Reporting Manager in USA
Alternative Medizin, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Certent Equity Management

4,0 vor 2 Monaten Neu

Kommentare: My overall experience has been positive. As I noted above, the software is easy to use and makes SEC reporting and managing both an equity plan and an employee stock purchase plan much easier. From a customer experience perspective, we have been taken care of greatly by [sensitive content hidden]
. She is always willing to go above and beyond to meet our needs, even when in a time crunch.

Vorteile:

The platform is fast, responsive, and easy to use. Being able to favorite certain reports makes weekly/monthly tasks that much simpler. Certent equity management is fairly intuitive and doesn't take long to get used to.

Nachteile:

Sometime there are accounting differences or errors generated in reports that are difficult to discover until something goes wrong. But our client service manager is very responsive and the accounting team at Certent has helped us troubleshoot as well.

Christopher
Corporate Controller in USA
Biotechnologie, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Functional and Supported... but Expensive.

4,0 vor 4 Jahren

Vorteile:

It does pretty much everything you could want an Equity Management platform to do. And the Support Team is always available and knowledgeable. There hasn't been an issue I couldn't get through with the support and product.

Nachteile:

It is one of the most expensive in the industry. I have tried to justify the cost for a long time and wish they were more flexible on the pricing. It also has some less-than-intuitive menu schemes and data reports that feel would be an easy fix, but they aren't ever addressed.

Antwort von insightsoftware

vor 4 Jahren

Hi Christopher, Thank you for your feedback. We are glad to see that our support team has met your needs and would love to engage further on the topic of reporting.

Rachel
Manager of Financial Reporting in USA
Gastgewerbe, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product with a lot of functionality and amazing customer service overall

4,0 vor 2 Monaten Neu

Kommentare: Overall experience has been positive due to the support I receive from their team(s). I have not worked in any other equity management system so it's hard to compare. I think Certent has a lot of great functionality; however, I do think it could be more user friendly. Although, all the nuances of stock compensation can be tough to address and, overall, Certent meets the needs that we have.

Vorteile:

Customer service is extremely responsive and very helpful. I've submitted dozens of cases and usually receive a response in a few hours or less. Also, the "help" topics section is very user-friendly and has a lot of great resources to help me navigate the system and answer my own questions. Certent reporting is also really great when you know what you're looking for and how you'd like to view it.

Nachteile:

The system is not incredibly intuitive (but then again, neither is equity management in general). When entering new grants and/or recording various transactions in the system, it can be difficult to figure out how to do so effectively and efficiently without the help of their support teams. I also don't enjoy how frequently the passwords reset in the system.

Adam
Director of Equity Compensation in USA
Krankenhausversorgung & Gesundheitswesen, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Solid stable platform

5,0 vor 4 Jahren

Vorteile:

This platform is sufficiently robust for our uses. The administration and SAS access are easy to use. The financial reporting is good and gets us where we need to be come audit time. Integration with various brokers is helpful for tailoring uses for different company needs.

Nachteile:

The software is missing some key features that will impact the future. There isn't any tax mobility calculation or support. That lags behind other platforms but I'm told it is in development. The integration with multiple brokers limits how fast they can develop new and important features.

Robert
Compensation Specialist in USA
Öl & Energie, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Exceptional Customer Service!

4,0 vor 2 Monaten

Kommentare: I really enjoy working with our team as they are very supportive.

Vorteile:

First of all, [sensitive content hidden] 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.

Nachteile:

Just like all systems, there are sometimes minor quirks in the reports, but [sensitive content hidden] and her team address them quickly.

Sandra
VP Corporate Controller in USA
Bau, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Ease of Use

5,0 vor 4 Jahren

Kommentare: Really good. I would absolutely recommend this software.

Vorteile:

This software is so easy to use. I have used another system and the number of steps I had to take in the other software was substantially more than what the same action required in Certent. The reporting in Certent is easier. Literally, everything but dividends is easier in Certent.

Nachteile:

The broker link with Merrill Lynch is not set up to accept Dividend / DEU accruals. Customer service is on West Coast, so hours can be a little tricky for East or Central time zone (but the help desk is good).

Antwort von insightsoftware

vor 4 Jahren

Hi Sandra, We appreciate your feedback. We are excited to hear Certent has been able to streamline your work processes and would love to have a more in-depth conversation with you about Certent's processing of dividends.

Michelle
Director, Human Resources in USA
Telekommunikation, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best Equity Management Platform Around

5,0 vor 2 Monaten

Vorteile:

Certent Equity Management is user friendly and easy to navigate. The customer service team is by far the best I've ever worked with.

Nachteile:

There is nothing I don't like about Certent Equity Management.

Jack
SEC Manager in USA
Computer- & Netzwerksicherheit, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Certent

5,0 vor 4 Jahren

Vorteile:

Customer support is always there. I feel like I can call them for anything.

Nachteile:

Customer support needed at times. I feel like have to call often.

Antwort von insightsoftware

vor 4 Jahren

Hi Jack, Thank you for taking the time out to provide your feedback. We are glad that Support has provided you with excellent service and will be in touch to find out how we can reduce the need to call into our Support line.

Laura
Director of Reporting and Compliance in USA
Erneuerbare Energien & Umwelt, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Top Equity Management Platform

5,0 vor 2 Monaten

Kommentare: Overall, very happy with the service. I rely very heavily on Certent and the Customer Service.

Vorteile:

Certent Equity Management is extremely valuable in my quarterly SEC and investor reporting as well as our internal tracking of stock option expense items. The customer service is consistently exceptional.

Nachteile:

I think the reports are good but I do wish there was some customization available on some. Also, there is limited Pay vs. Performance functionality.