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Certent Equity Management

Certent Equity Management

Was ist Certent Equity Management?

Certent rationalisiert und vereinfacht die Art und Weise, wie private und öffentliche Unternehmen Kapitalisierungstabellen und Kapitalbeteiligungen verfolgen, verwalten und über sie berichten, während du Zeit und Kosten sparst und Risiken senkst.

Wer verwendet Certent Equity Management?

Private und öffentliche Unternehmen aller Größen und Stufen, vom Start-up bis hin zu Großunternehmen in allen Branchen.

Certent Equity Management Software - 1
Certent Equity Management Software - 2
Certent Equity Management Software - 3
Certent Equity Management Software - 4
Certent Equity Management Software - 5

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Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Certent Equity Management

Durchschnittliche Bewertung

Gesamt
4,6
Benutzerfreundlichkeit
4,5
Kundenservice
4,8
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,3

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
62%
4
37%
1
2%
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 vor 2 Monaten

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.

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 3 Monaten

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.

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 3 Monaten

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.

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 3 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.