--- description: Review of Certent Equity Management Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Certent Equity Management | Reviews, Pricing & Demos - SoftwareAdvice GB --- 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.co.uk/software/411099/certent-equity-management Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.uk/software/411099/certent-equity-management?page=2) > •Transmit information seamlessly between existing data sources. •Your choice of broker and payroll providers •Access to insightsoftware’s expert support team of CEPs and CPAs to help users through complex equity challenges and to ensure equity plans remain compliant •Self-service participant portal helps improve communication, facilitates education, and simplifies execution and settlement •Ensure compliance with powerful accounting and financial reporting tools designed to meet FASB, SEC, and IFRS regulatory requirements •Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting" > > 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**: Austria, Belgium, Canada, Denmark, Finland, France, Germany, Luxembourg, Netherlands, Norway, Portugal, Qatar, Saudi Arabia, Spain, Sweden, Switzerland, Thailand, United Kingdom, 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.co.uk/directory/4683/equity-management/software) ## Related Categories - [Equity Management Software](https://www.softwareadvice.co.uk/directory/4683/equity-management/software) - [Financial Risk Management Software](https://www.softwareadvice.co.uk/directory/4165/financial-risk-management/software) - [Fund Accounting Software](https://www.softwareadvice.co.uk/directory/275/fund-accounting-software/software) - [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software) - [Compensation Management Software](https://www.softwareadvice.co.uk/directory/428/compensation-management/software) ## Alternatives 1. [Vestd](https://www.softwareadvice.co.uk/software/250354/vestd) — 4.9/5 (97 reviews) 2. [SeedLegals](https://www.softwareadvice.co.uk/software/346294/seedlegals) — 4.9/5 (83 reviews) 3. [Corporify](https://www.softwareadvice.co.uk/software/195883/corporify) — 4.6/5 (29 reviews) 4. [Capboard](https://www.softwareadvice.co.uk/software/346638/capboard) — 4.7/5 (10 reviews) 5. [Optio](https://www.softwareadvice.co.uk/software/415360/optio) — 4.7/5 (7 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.co.uk/software/411099/certent-equity-management?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/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