Certent Equity Management

Very easy to use!

Vorteile:

The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful.

Nachteile:

Sometimes reaching out to customer service does not yield a quick enough response.

Certent Equity Management -Financial Reporting

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.

Efficient Equity Management Solution

Kommentare: My experience with Certent Equity Management has been positive overall. It simplifies equity plan administration and integrates well with financial systems, though there is a learning curve for new users. Once set up, it provides valuable insights and efficiency for managing stock options and cap tables.

Vorteile:

Certent Equity Management offers a user-friendly interface with robust reporting tools, making it easy to manage equity plans. The automation features save time and reduce errors in compliance and financial reporting.

Nachteile:

The initial setup can be complex, and customer support response times can sometimes be slower than expected.

Review task

Kommentare: **"Certent Equity Management is a powerful tool for tracking and managing equity, offering strong automation and reporting features. However, it has a learning curve and could improve in customization flexibility."**

Vorteile:

User-friendly interface with robust reporting and automation features for efficient equity management

Nachteile:

**"The platform can have a steep learning curve, and reporting customization options could be more flexible."**

Great Platform and Amazing Customer Service

Kommentare: Overall, I feel like we have stayed with Certent because their product is great and the high quality customer service that we receive with [sensitive content hidden].

Vorteile:

Our company has been a loyal client of Certent for over 10 years, benefiting from their exceptional support with producing monthly cap tables, option grants, exercises and even API integrations to our HRIS platform. Their top-notch customer service, especially the continuity of working with our dedicated Client Services Manager, [sensitive content hidden], is greatly appreciated. She's always been prompt with addressing any concerns and resolving our needs.

Nachteile:

I don't have any significant concerns with their system.