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Certent Equity Management Review

Certent Equity Management
Our score: 7.8 User satisfaction: N/A

What is Certent Equity Management?

Certent Equity Management from insightsoftware simplifies the entire equity process, from grant processing to exercise and settlement, so you can save valuable time and reduce risk. Users can eliminate the headache of tracking, managing, and reporting on your cap table and equity compensation.

With Certent Equity Management, you can manage your equity plan without relying on cumbersome spreadsheets or worrying about changing brokers. The platform allows you to switch brokers quickly and seamlessly without disrupting your existing plan administration and reporting process. For improved efficiency, Certent Equity Management can also synchronize important tax and employee demographic information with your HR payroll system for more accurate and timely tax calculations and reporting.

Certent Equity Management also offers Section 16 reporting and comprehensive reporting and auditing capabilities for Rule 10b5-1 plans, allowing teams to file to the SEC accurately, quickly, and conveniently. New features, such as the sweeper and user-entered transaction abilities, make filing a faster, more secure, and more efficient process, enabling teams to leverage a robust program for more complex filing needs.

It has a full suite of equity compensation administration and accounting services to meet your company’s unique needs. Users can gain control and transparency with automated processes and detailed real-time tracking to help you make better decisions for both current issues and forecasting. Achieve greater insight and analysis with enhanced cap table management and make better-informed decisions with more organized data and improved communications.

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Overview of Certent Equity Management Benefits

Certent Equity Compensation Management makes administration and accounting of equity plan simple by its web-based interface. It tightens compliance through robust reporting tools and accounting, which are designed to meet FASB, SEC and IFRS regulatory requirements. This results in improved productivity and rapid retrieval of data through advanced sorting, filtering, interactive reporting and tagging. The solutions also improve communication, simplify execution and facilitate education, resulting in a heightened participant experience.

Equity Compensation Reporting helps streamline virtually all equity reporting aspects, including ASC 718 key five components i.e. valuation, SEC disclosure, dilution, expensing and corporate tax. These measures reduce risk, save time and increase accuracy. It supports more than 15 award types, FASB, IFRS and SEC calculations and eliminates the need to manage processes manually using spreadsheets. The software computes Black-Scholes valuations automatically, while the built-in expected lives and historical forfeiture calculator makes things a lot easier for the users.

ESRP Management significantly reduces the time usually spent in managing ESPP programs by simplifying purchase requirements, eligibility enrollment and streamlining reporting and communications. The online participant Portal automates and improves employee engagement and offers an intuitive interface that aims to make things easier. Employees can facilitate their own elections and enrolment and easily communicate important stuff with others. Enrollments can also be rolled forward to the next forwarding period, which ensures a better participant experience.

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Overview of Certent Equity Management Features

  • Equity Compensation Management
  • Accounting
  • Financial reporting
  • FASB, IFRS, SEC compliance
  • Data filtering, sorting, tagging
  • Education facilitation
  • Black-Scholes valuations
  • Mobility tracking
  • 15+ equity award type management
  • Regulatory compliance
  • Equity Compensation Reporting
  • Valuation and expensing
  • Dilution
  • Corporate tax
  • SEC disclosure
  • ESPP Management
  • 11 disposition types
  • Communication and Coordination
  • Participant Portal

Certent Equity Management Position In Our Categories

Because businesses have distinctive business wants, it is practical they avoid deciding on an all-encompassing, “perfect” software system. Nonetheless, it would be difficult to try to stumble on such an app even among branded software solutions. The efficient step to do should be to spell out the various significant functions which need careful thought including critical features, price plans, technical skill capability of staff members, organizational size, etc. Thereafter, you should perform your product research fully. Have a look at some of these Certent Equity Management evaluations and look into the other software options in your list more closely. Such detailed research ensure you steer clear of mismatched applications and buy the one that meets all the tools your business requires in growing the business.

Position of Certent Equity Management in our main categories:

TOP 500

Certent Equity Management is one of the top 500 Business Process Management Software products

If you are interested in Certent Equity Management it might also be sensible to analyze other subcategories of Business Process Management Software listed in our base of B2B software reviews.

Each company is different, and can call for a special Business Process Management Software solution that will be adjusted to their company size, type of clients and employees and even individual industry they deal with. It's not wise to count on getting an ideal app that is going to be suitable for every business no matter what their history is. It may be a good idea to read a few Certent Equity Management Business Process Management Software reviews first and even then you should remember what the software is supposed to do for your business and your workers. Do you require a simple and intuitive service with just essential features? Will you actually make use of the complex functionalities needed by pros and big enterprises? Are there any particular tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it is going to be much easier to locate a trustworthy app that will match your budget.

How Much Does Certent Equity Management Cost?

Certent Equity Management Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Certent Equity Management pricing details?

Certent Equity Management Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Certent Equity Management’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you choose to get a Business Process Management Software it’s vital not only to find out how experts evaluate it in their reviews, but also to find out if the actual users and businesses that use it are genuinely content with the product. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Certent Equity Management reviews across a wide range of social media sites. The data is then featured in a simple to understand way showing how many users had positive and negative experience with Certent Equity Management. With that information at hand you should be equipped to make an informed business decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Certent Equity Management?

Certent Equity Management supports the following integration options:

  • Microsoft Excel
  • Equity platforms
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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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