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Certent Equity Management Reviews for 2025

Enterprise Class Equity Management & Reporting Software.
User Score:
4.5/5

Score is based on User Sentiment from reviews and public chatter. We weight volume, recency, and consistency, then normalize to 5.

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What is Certent Equity Management?

Certent Equity Management is an equity management software designed for alternative investment firms, including Private Equity and Venture Capital. The platform offers various solutions, including Budgeting & Planning, Financial Reporting, Automation & Data Management, and more.

This equity management software aims to streamline processes, reduce reporting cycles, and improve productivity. It provides real-time data insights and interactive dashboards and supports continuous planning processes. With real-time data insights and interactive dashboards, users can make informed decisions and optimize their business operations. The platform integrates with over 140 ERP and EPM systems, providing a comprehensive and flexible solution.

The Equity Management solution helps streamline equity administration and reporting, providing services that grow with the business. Making it a flexible and comprehensive platform for financial and operational reporting and analytics.

Found in these Categories

Best For

  • Small Business
  • Medium Business
  • Large Enterprise

Certent Equity Management Pricing

Starting From: Custom
Pricing Model: Subscription
This tool has not provided pricing information for this product. Check on with their sales team for more info.
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Free Version

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Certent Equity Management Features

  • Activity Dashboard
  • Audit Management
  • Cap Table Management
  • Compensation Management
  • Compliance Management
  • Document Management
  • Grant Management
  • Incentive Management
  • Private Equity
  • Public Equity
  • Self Service Portal
  • Vesting Management
  • Accounting
  • Activity Tracking
  • Audit Trail
  • Data Import/Export
  • Deal Management
  • Document Storage
  • Employee Reward Programs
  • Employee Self Service
  • Investor Reporting
  • Public Equity
  • Real Time Analytics
  • Real Time Data
  • Reporting & Statistics
  • Real Time Reporting
  • Reminders
  • Budgeting & Planning
  • Close & Consolidation
  • Automation & Data Management
  • Treasury
  • Financial Reporting
  • Embedded Analytics
  • Tax & Compliance
  • Operational Reporting & Analytics
  • Social Reviews
  • Real-Time Data
  • Self Serve Custom Reports
  • Dashboards & Data Visualization
  • Disclosure Management
  • Equity Management
  • Tax Transfer Pricing
  • Business Intelligence
  • Business Dashboards
  • Data Architect
  • Supply Chain Manager
  • Financial Reporting
  • Data Migration
  • Financial Planning & Analysis

User Sentiment - Certent Equity Management Reviews

4.5/5
Based on 359 user reviews across the web
AI-powered Insight: This summary represents a comprehensive analysis of user reviews and opinions found across the web, including G2, Capterra, TrustPilot, and other review platforms. Our AI aggregates sentiment and identifies key themes from verified user feedback.
What users love most
  • Seamless integration

    Certent Equity Management excels in seamless integration with internal software, facilitating detailed market equity management reports and financial equity footnotes for 10K reporting

  • Time saving

    It saves significant time and energy in capital report generation, with reports being easily audited and the software supporting simultaneous use by multiple users​​.

  • Compliance

    The platform aids in taxation compliance, simplifying the uploading of large data amounts for grants and enabling easy management with a lean team

  • User-friendly interface

    Users appreciate the user-friendly interface, encouraging employee participation, and the straightforward grants and reporting system​.

Areas for Improvement
  • Report features

    The software could benefit from customizable report features, including column headings to cater to specific user needs more effectively

  • IT Support

    While customer support is generally lauded, some feedback indicates that IT support, particularly in resolving software glitches and improving response times, could be enhanced.

  • Software Performance

    Some users experience the software as slow or clunky, suggesting a need for optimization to improve stability and user experience.

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Certent Equity Management Company Details

Company Name

insightsoftware

Headquarters

United States

Website

insightsoftware.com

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