# Certent Equity Management Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Certent Equity Management the right Investment Management solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/236476/Certent-Equity-Management/reviews --- Certent Equity Management 4.6 (85) [View alternatives](https://www.capterra.com/p/236476/Certent-Equity-Management/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Certent Equity Management Ease of use 4.5 Customer Service 4.8 ## Pros and Cons in Reviews JO Joshua O TeacherEducation Management, 11 - 50 employeesUsed the software for: Less than 6 months. “People appreciate its ability to handle intricate stock plans and the knowledgeable customer support team (often described as "equity experts").“ December 2, 2025 LW Lynne W Senior Director, SEC Reporting and Technical AccountingPharmaceuticals, 501 - 1,000 employeesUsed the software for: More than 2 years. “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. “ September 16, 2025 LW Lynne W Senior Director, SEC Reporting and Technical AccountingPharmaceuticals, 501 - 1,000 employeesUsed the software for: More than 2 years. “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.“ September 16, 2025 RB Rachel B Manager of Financial ReportingHospitality, 10,001+ employeesUsed the software for: More than 2 years. “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.“ May 1, 2024 M. Umair M Ops LeadNon-Profit Organization Management, 11 - 50 employeesUsed the software for: Less than 6 months. “It provides a powerful, reliable engine for administering complex equity plans, backed by a strong and expert support team.“ October 27, 2025 Przemysław S ceoAlternative Dispute Resolution, 11 - 50 employeesUsed the software for: Less than 6 months. “Restrictions on Making Updates: Some users noted that there are too many restrictions on making updates as an administrator, requiring them to go through the service team for many changes“ February 23, 2025 AS Anouar S bloggerWriting and Editing, 2 - 10 employeesUsed the software for: Less than 6 months. “Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report customization and support response times, the platform delivers significant value and has positively impacted our equity management processes.“ February 22, 2025 Komail R Manager, Financial ReportingRestaurants, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “Sometimes reaching out to customer service does not yield a quick enough response.“ May 7, 2024 ## Showing most helpful reviews Showing 1-25 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Komail R. Manager, Financial Reporting Restaurants Used the software for: 1-2 years ### "Very easy to use!" May 7, 2024 4.0 Pros The software is very user friendly and there are many help articles to help self learn the software. The support team is also helpful. Cons Sometimes reaching out to customer service does not yield a quick enough response. Review Source AS Anouar S. blogger Writing and Editing Used the software for: Less than 6 months ### "Reliable and User-Friendly Equity Management Solution" February 22, 2025 5.0 Overall, Certent Equity Management is a robust and efficient tool for managing equity plans. Its intuitive design and comprehensive reporting capabilities streamline equity administration tasks. Despite minor areas for improvement, such as report customization and support response times, the platform delivers significant value and has positively impacted our equity management processes. Pros Certent Equity Management offers a user-friendly interface that simplifies navigation and reporting. The platform provides real-time statistics and flexible reporting features, which are particularly beneficial for managing various equity awards. Additionally, the customer support team is responsive and knowledgeable, assisting with timely resolutions to queries. Cons Some users have noted that certain reports could be improved for better visibility. For example, specific columns in reports may require manual adjustment to enhance readability. Additionally, while the platform is intuitive, initial setup can be complex, and customer support response times may sometimes be slower than expected. Review Source NS Navneet S. Accountant Alternative Medicine Used the software for: Less than 6 months ### "Reliable & Efficient Equity Management Solution" February 22, 2025 5.0 My overall experience has been very positive. The reliability and efficiency of the software exceeded my expectations. If you are looking for a robust and efficient equity management solution, this is a great option Pros I really liked the user-friendly interface of Certent Equity Management. It makes equity tracking and compliance management much easier. The automation features save a lot of time, and the reporting process is effortless. Their customer support is prompt and helpful, which adds to the overall experience Cons Some advanced reporting tools can be a bit complex to navigate at first, but once you get used to them, they work smoothly. The pricing might seem a little high, but considering the features provided, it is justified Review Source SL Sheri L. Corporate Controller Telecommunications Used the software for: 2+ years ### "Great Platform and Amazing Customer Service" January 7, 2025 5.0 Overall, I feel like we have stayed with Certent because their product is great and the high quality customer service that we receive with \[sensitive content hidden\]. Pros 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. Cons I don't have any significant concerns with their system. Alternatives considered [Carta](https://www.capterra.com/p/220278/Carta/) Reason for choosing Certent Equity Management Customer service and quality of platform Review Source AF Ashley F. Human Resources Generalist Telecommunications Used the software for: 1-2 years ### "We love our Certent Team!" January 7, 2025 5.0 It has been a fantastic experience so far. They have made my transition into equity as seamless and painless as possible. I appreciate their patience and willingness to help with any task. Pros Tina and her team are extremely efficient and responsive. They are always available to assist us when needed. I've learned so much over this past year taking on our equity piece at my company. The site is easy to use and is integrated well with our internal HRIS system. Cons We haven't found any downsides. Our Certent team gives us the time and attention to complete all activities on a weekly or monthly basis. They are always available to complete time sensitive tasks that get thrown in throughout the year as well. Review Source DM Deborah M. Equity Administrator Building Materials Used the software for: 2+ years ### "happy client for 4 yrs now...." January 16, 2025 5.0 Pros Very user friendly and the system is fast with almost no downtime at all Cons None so far, the service agreement is working as expected Review Source RK Ritesh K. VP Biotechnology Used the software for: 6-12 months ### "Good System, Easy to Use" January 30, 2025 4.0 Overall a positive experience. The system is user friendly and contains good amount of details which makes it a pretty good system to use. There are some challenges in set up, including figuring out how to implement changes and variables and tailor things to a company's specific needs. But the team gets through it with you. Overall a good system. Pros Its easy to read, follow and track once you login. The system has great details and is able to understand quite a bit of variations and nuances. Cons Its sometimes cumbersome to make changes in the system. You have to consistently email the Certent team to implement changes. Review Source YS Yusuf S. Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Top 19 Apps" February 9, 2025 5.0 overall experience with Certent Equity Management is the user friendly interface it offers and if you need help amazing customer support it offers as well. Pros What I like most about Certent Equity Management is the ability it gives companys to manage equity, publicly & privately. Cons What I like least about Certent Equity Management is that it would great to a "short term financial security " option as well as the long one you offer. Review Source IC Ishit C. CEO Alternative Dispute Resolution Used the software for: Less than 6 months ### "Review task" February 25, 2025 5.0 \*\*"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."\*\* Pros User-friendly interface with robust reporting and automation features for efficient equity management Cons \*\*"The platform can have a steep learning curve, and reporting customization options could be more flexible."\*\* Review Source OT Olivia T. Tutor Education Management Used the software for: Less than 6 months ### "Efficient Equity Management Solution" February 11, 2025 5.0 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. Pros 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. Cons The initial setup can be complex, and customer support response times can sometimes be slower than expected. Review Source ZB Zach B. Financial Reporting Manager Alternative Medicine Used the software for: 6-12 months ### "Certent Equity Management" May 6, 2024 4.0 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. Pros 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. Cons 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. Review Source RL Robert L. Compensation Specialist Oil & Energy Used the software for: 2+ years ### "Exceptional Customer Service!" April 17, 2024 4.0 I really enjoy working with our team as they are very supportive. Pros 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. Cons Just like all systems, there are sometimes minor quirks in the reports, but \[sensitive content hidden\] and her team address them quickly. Review Source NS Nabeel S. VP Finance Medical Devices Used the software for: 2+ years ### "Public company contoller perspective" April 30, 2024 5.0 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. Pros I like it's ease of use and intuitive interface. Cons It's sometime hard to get the consulting hours from a specialist in the event of an unusual or infrequent event. Review Source LN Laura N. Director of Reporting and Compliance Renewables & Environment Used the software for: 2+ years ### "Top Equity Management Platform" April 15, 2024 5.0 Overall, very happy with the service. I rely very heavily on Certent and the Customer Service. Pros 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. Cons 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. Review Source DM Dave M. Payroll Director Alternative Medicine Used the software for: 2+ years ### "Certent Recommendation" April 25, 2024 5.0 Pros 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. Cons N/A - I have zero complaints or concerns with Certent Review Source EJ Ericka J. Sr Payroll Administrator Health, Wellness and Fitness Used the software for: 6-12 months ### "Certent user " May 1, 2024 5.0 Pros Tina 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 needs. Cons I have not run into any Cons thus far. The training and assistance I have received has been very helpful. Review Source aA akmal A. Finance Hospital & Health Care Used the software for: 2+ years ### "General Review" April 29, 2024 5.0 I have had a pleasant experience with all customer rep I have talked to. Pros It is easy to use. The customer service is great! Cons Customer support website sometime glitches, which does not allow to submit a ticket online. Review Source CE Christopher E. Corporate Controller Biotechnology Used the software for: 2+ years ### "Functional and Supported... but Expensive." September 15, 2020 4.0 Pros 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. Cons 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. Review Source Response from insightsoftware September 23, 2020 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. KY Ken Y. Manager, HRIS and Compensation Real Estate Used the software for: 2+ years ### "Certent Equity Management" April 25, 2024 5.0 Certent has worked well and I am happy with the how we are are able to navigate with the module. Reporting gets the job done as there are standard reports for practically all our needs. Customer service is top notch. They respond very quickly to cases and provide accurate information. Pros The system is pretty simple to use once you learn how to navigate through the different menu's. There is definitely a learning curve but once you learn how everything trickles down it makes tracking of equity a lot simpler. Cons Navigation is clunky. Wish it could be more interactive from an admin perspective. Review Source JM Jack M. SEC Manager Computer & Network Security Used the software for: 2+ years ### "Certent" September 21, 2020 5.0 Pros Customer support is always there. I feel like I can call them for anything. Cons Customer support needed at times. I feel like have to call often. Review Source Response from insightsoftware September 23, 2020 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. LA Louis A. General Counsel Financial Services Used the software for: 1-2 years ### "Certent-ly Amazing" April 22, 2024 5.0 Pros The Team that has helped us implement the product was fantastic. They walked us through the process and truly held our hand to ensure we were setting it up properly. Armed with the software our Equity Management has become smooth and manageable vs. an extremely challenging task. Cons I would like a more innovative UI/UX experience but that's only because I'm a tech nerd that way. Review Source BS Brie S. Assistant Controller Mechanical or Industrial Engineering Used the software for: 2+ years ### "Helps streamline accounting, administration, and disclosure reporting for our equity awards" September 23, 2020 4.0 Pros I like that we are able to easily load mass data into the system, easily run monthly journal entries, and quickly run a few reports to put together our quarterly SEC disclosures. Cons The features available in the software have not changed much over time. Not having 162m reporting is a downfall and reports are very lengthy, with more columns that almost anyone would use. You can customize the layout of your reports, but that is also very time consuming. Review Source CP Carolyn P. VP Corporate Controller Real Estate Used the software for: 2+ years ### "Very satisfied" September 16, 2020 5.0 Pros The ease of use and accuracy. We do some complicated transactions and it always delivers. Cons Broker interface is lacking functionality, especially for performance shares. Review Source Response from insightsoftware September 23, 2020 Hi Carolyn, Thank you for taking the time to provide your positive feedback about Certent. We are proud of our ability to deliver on complex requirements and are always looking for ways to improve. We are interested in learning more about your experience with performance shares. CW Chesney W. Vice President Banking Used the software for: 2+ years ### "Certent Equity Management gets the job done" September 22, 2020 5.0 Pros This software is easy to use and the reporting tools are great. Cons The Section 16 part of the software maybe the most difficult part to learn, but once you figure it all out it is no big deal. Review Source NP Nuno P. Consultant Banking Used the software for: Less than 6 months ### "Easy to use and good reporting" April 24, 2024 5.0 Pros Easy to use, reporting and centralization Cons price is a little expensive and initial setup a little longer Review Source Similar Products Featured